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Lincoln Financial

Senior Account Manager, Group Benefits – West Region

Lincoln Financial

Sr. Account Manager in Workplace Solutions at Lincoln Financial, managing group benefits and client relationships in the Western region.

Posted 4/22/2026full-timeRemote • California, Colorado, Oregon, Texas, Utah, Washington • 🇺🇸 United StatesSenior💰 $90,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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
  • 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
  • Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities
  • 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
  • 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
  • Work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner
  • 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)
  • 3 - 5+ Years’ experience in relationship management that directly aligns with the specific responsibilities for this position
  • Ability to communicate effectively (verbal/written)
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
relationship managementsales support toolsmarketing ideasprocess improvementsorganizational initiatives
Soft Skills
effective communicationcustomer centricityproblem solvingcollaborationprofessional demeanor