Associate, Relationship Management

Lincoln Financial

Relationship Management Associate supporting clients in Group Benefits at Lincoln Financial. Focusing on client relationship and routine plan administration in a team-based, work from home environment.

Posted 7/18/2026full-timeRemote • New York, North Carolina • 🇺🇸 United StatesJuniorMid-Level💰 $44,800 - $81,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong relationship management skills and effective communication abilities, with a focus on customer service and collaboration across various departments. Proficient in identifying sales growth opportunities and implementing process improvements to enhance operational efficiency.

Highest-signal resume keywords

Relationship ManagementCustomer ServiceMicrosoft Office Suite ProficiencyEffective CommunicationProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Effective CommunicationCustomer Centric ApproachCollaborationProblem Solving

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Outlook

Industry Keywords

Sales Growth OpportunitiesOperational StructureProcess ImprovementsStakeholder EngagementCustomer Inquiries

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.
Develop and maintain an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
Perform and deliver routine assignments/projects for their assigned areas of responsibility.
Respond to customer inquiries; ensures timely resolution and delivery of high quality customer service.
Coordinate with subject matter experts, including Relationship Management Specialists, marketing, underwriting, IT, billing compliance, and legal, to resolve issues in a timely manner.
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.
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)
1+ 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)
Ability to work until 7 pm Central time / 5 pm Pacific time on a daily or weekly rotation basis.

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