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Lincoln Financial

Insurance, retirement, and financial services provider

Local Market Account Management

Account ManagementUpdated on Nov 5
Full-time

About the Job

Requirements

  • A four-year or bachelor's degree, or equivalent work experience; four years of experience may substitute for the bachelor's degree.
  • At least three years of experience in client service, account management, insurance, employee benefits, or a related area.
  • Strong verbal and written communication skills and the ability to engage and influence internal and external stakeholders.
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
  • Ability to obtain and maintain required licenses upon hire.

Responsibilities

  • Build and grow trusted relationships with brokers and clients across the local market.
  • Lead retention and account management strategies that drive customer satisfaction, profitability, and long-term growth.
  • Serve as a consultative partner to help clients navigate benefits needs and maximize the value of the company's solutions.
  • Proactively identify and address client concerns, delivering solutions that strengthen relationships and improve outcomes.
  • Partner with internal teams to provide seamless service, resolve issues, and support client success.
  • Create and execute strategic account plans that deepen engagement and improve retention.
  • Identify at-risk business and implement retention strategies to protect and grow the book of business.
  • Deliver education, insights, and recommendations to help clients make informed benefits decisions.

Desired Qualifications

  • Demonstrated ability to manage multiple priorities, projects, and deadlines in a fast-paced environment.
  • Knowledge of employee benefits, group insurance products, or the broader benefits marketplace.
  • Ability to identify opportunities to improve the customer experience, strengthen relationships, and support client retention and growth.

About the Company

Lincoln Financial

Insurance, retirement, and financial services provider

Lincoln Financial Group offers life insurance, annuities, and retirement income products through its network of affiliated companies, and also provides securities and investment advisory services via affiliated broker-dealers. Its products combine insurance coverage or retirement-focused contracts with investment options, where customers fund premiums, choose subaccounts or riders, and receive benefits such as death benefits, living benefits, or guaranteed income in retirement. The company differentiates itself with a family of affiliated brands and distributors that coordinate life, annuity, and advisory products under one umbrella. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through integrated protection and investment solutions.

Company size
Not listed
Company stage
Not listed
Total funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905

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