[Remote] Specialist, Broker Relationship Management (West Region) Job Details | Lincoln Financial

Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is a company dedicated to helping individuals plan for their financial future. They are seeking a Broker Relationship Management Specialist to support Workplace Solutions within Group Benefits, focusing on broker support activities and client retention. The role involves coordinating meetings, identifying retention risks, and collaborating with internal partners to enhance the customer experience.

Responsibilities

• You will support preferred and developing brokers in the U500 block of business by serving as a primary day‑to‑day point of contact and responding to inquiries in a timely, professional manner
• You will coordinate the scheduling, logistics, execution, and follow‑up for broker and client meetings, including stewardship, enrollment, and ad‑hoc meetings
• You will perform routine to moderately complex assignments and projects, applying foundational broker relationship‑management knowledge to deliver a consistent customer experience
• You will identify potential client retention risks or service issues and escalate concerns appropriately while supporting recommended mitigation solutions
• You will process non‑routine member management, enrollment, and billing updates to ensure accurate resolution and a positive experience for brokers and clients
• You will collaborate with internal partners, including sales teams and service teams, and communicate opportunities for process improvement that enhance quality or efficiency

Skills

• 4‑year Bachelor's degree or equivalent work experience (4 years of experience in lieu of a Bachelor's)
• 1–3+ years of experience in relationship management or a role closely aligned to the responsibilities of this position
• Strong verbal and written communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience in a broker‑ or customer‑facing role
• Exposure to project coordination or multi‑tasking in a time‑sensitive environment
• Ability to work collaboratively in a team environment
• Strong organizational skills with the ability to prioritize and manage multiple tasks while maintaining attention to detail
• Comfort handling confidential information with sound judgment and discretion

Benefits

• 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
• 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 Lincoln’s standard benefits package

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