Senior Account Director, Account Management – West Region

Lincoln Financial

Sr. Account Director in Workplace Solutions managing relationships for group benefits with 1,000-5,000 lives.

Posted 4/14/2026full-timeRemote • California, Colorado, Oregon, Texas, Utah, Washington • 🇺🇸 United StatesSenior💰 $90,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

You will maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions.
You will partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings.
You will develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
You will provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned customers ranging from Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
You will work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner.
You will identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

Requirements

What you’ll need

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
5 - 7+ Years’ experience in relationship management that directly aligns with the specific responsibilities for this position
Ability to communicate effectively (verbal/written)

Benefits

Comp & perks

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

relationship managementeffective communicationcustomer centricityproblem solvingcollaborationtrainingadvice givingprocess improvementorganizational initiativesstakeholder management

Certifications

Bachelor's degree