Alternate locations: fort wayne, in (indiana); work from home (excluding colorado)
Work arrangement: work from home
Relocation assistance is not available for this opportunity.
Level: p3
Requisition #: 66774
About the company
Lincoln financial group, a fortune 250 company with over 10,000 employees, provides advice and solutions that help empower americans to take charge of their financial lives with confidenceOur core business areas — life insurance, annuities, retirement plan services and group protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.
Headquartered in radnor, pennsylvania, lincoln financial group is the marketing name for lincoln national corporation (nyse: lnc) and its affiliatesThe company had $238 billion in assets under management as of december 31, 2018.
Ranked one of the best large employers in america by forbes magazine, lincoln financial group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.
Be aware of fraudulent recruiting activities
If you are interested in a career at lincoln, we encourage you to review our current openings and apply on our websiteLincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekersThese scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applicationsAdditionally, our recruiters do not communicate with applicants through free e-mail accounts (gmail, yahoo, hotmail) or conduct interviews utilizing video chat roomsWe will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interviewPlease contact lincoln`s fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
The role
As a director account manager, you are responsible for helping drive sales and retention by maintaining effective relationships with plan sponsors, third party administrators, agents, brokers and/or distribution partnersYou will engage in routine daily activities regarding all post sale interactionsYou will act as the single point of contact for any customer service inquiries, materials requests, illustrations, and re-pricing, coordinating across lincoln’s specialized administration areas insuring that lincoln financial group delivers on all commitments and client expectationsYou will work in an environment of multiple markets, products, funds and variations within the market, under unique tax laws, sec and finra rulings, as well as multiple administrative systemsResponsibilities
Relationship management
Demonstrates ultimate accountability for client relationship and provides strategic direction for client to ensure unmatchable excellence and compliance with erisa in accordance with the client`s plan document and lincoln retirement`s policies and procedures
Responds to our strategic partner`s (field partner, tpa & plan sponsor) calls, requests and inquiries regarding multiple market concepts, products, pricing, services and plan design issues
Reviews & evaluates processes between lincoln and the tpa and recommends, initiates and manages resolutions and improvements to ensure strategic partners` expectations are met
Facilitates discussion regarding contract pricing and changes to that pricing with our field partners
Analyzes customer feedback to better meet emerging customer expectations
Advises management on strategic partner`s needs and issues, routinely assuming the role of strategic partner advocate/liaison/operational expert
Technical
Develops and maintains a high level of technical expertise in order to advise on a wide variety of financial services, pension administrative services, systems and pension products
Provides analysis and decision-making support to management or higher level account mangers for successful resolution of customer complaints
Working knowledge of qualified retirement plan/product/regulatory requirements (sec, finra, irs, dol, erisa and doi)
Understanding of recordkeeping/pension administration services
Working knowledge of qualified retirement plan products services markets and distribution channels
Education
4 year/bachelor`s degree or equivalent work experience (4 years of experience in lieu of bachelor`s) - minimum required
Experience
3 - 5+ years experience in relationship management that directly aligns with the specific responsibilities for this position
Retirement plan administration experience
Work arrangement: work from home : employees will work fully from homeTheir job will not require the employee to come into the office, unless for special circumstances.
This position may be subject to lincoln’s political contribution policyAn offer of employment may be contingent upon disclosing to lincoln the details of certain political contributionsLincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of lincoln financial group are considered property of lincoln financial group and are not subject to payment of agency fees.
Lincoln financial group (“lfg”) is an equal opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic informationApplicants are evaluated on the basis of job qualificationsIf you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require tty/tdd assistance, contact us by calling 260-455-2558.
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Nearest major market: fort wayne
