Broker Relationship Management Consultant (West)

Broker Relationship Management Consultant

We are excited to bring on a Broker Relationship Management Consultant to join our Workplace Solutions Team supporting Workplace Solutions in the Western region in a work from home environment, unless located near one of our Lincoln offices (Seattle, WA; Dallas, TX). The Workplace Solutions Team will help you establish and grow your career in Group Benefits providing you with coaching and development to perform in this fast-paced environment. As a Broker Relationship Management Consultant, you will be responsible for building and maintaining relationships with premier brokers in the U500 block of business to drive client retention. This role is accountable for providing dedicated service, offering a recommendable and consistent customer experience, and identifying root causes to mitigate future problems and to enhance the overall customer satisfaction. You will be responsible for managing the relationships, handling escalations, and addressing the customer's service needs as these are received through your queue and designated client / broker relationships. This opportunity will provide the ability to grow within the group insurance industry while gaining new skills and building strong working relationships.

What Youll Be Doing

• 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.
• Champion and enhance organizational initiatives by positively influencing and supporting change management and / or departmental / enterprise initiatives. In addition, serve as a resource to team members and applicable internal / external stakeholders on more complex assignments / projects.
• Identify and recommend process improvements that significantly reduce workloads or improve quality. In addition, consult / analyze more complex assignments and / or projects.
• Serve as the primary point of contact for assigned premier brokers in the U500 block of business. In addition, develop and strengthen relationships with premier brokers through both proactive and responsive contacts to maintain and develop preferred status.
• Lead and manage the scheduling, planning, execution, and required follow-up for various broker meetings (stewardship, enrollment, ad-hoc, etc.).
• Facilitate discussions with brokers to support client acquisition, re-enrollment, and business retention. In addition, proactively anticipate brokers' issues / concerns and recommend mitigation solution(s) to planners in order to meet client expectations.
• Identify clients with risk of retention & notifies brokers and / or management.
• Develop relationships with the sales teams and share opportunities for sales growth.
• Collaborate with internal stakeholders to ensure the delivery of a positive customer experience.
• Process less complex member management, enrollment and billing updates to deliver quick resolution, and optimize the customer experience to our clients and brokers.

What Were Looking For

Must-have experience (Required) :

Nice-to-have Experience (Preferred) :

Travel Requirements

Up to 30%

Application Deadline

Applications for this position will be accepted through October 24, 2025, subject to earlier closure due to applicant volume.

Whats It Like To Work Here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

Whats In It For You :

The pay range for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincolns total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincolns standard benefits package.

About The Company

Lincoln Financial (NYSE : LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and / or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.