Mid-Market Account Manager, East
Date: Aug 19, 2025
Primary Location: Charlotte, NC, US
Company: Lincoln Financial
Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Fort Lauderdale, FL (Florida); US Southeast; West Palm Beach, FL (Florida)
Work Arrangement:
Remote : Work at home employee
Relocation assistance: is not available for this opportunity.
Hiring Manager: Chuck Chronis
Requisition #: 75041
The Role at a Glance
We are excited to bring on an Account Manager to join our Workplace Solutions Team supporting Workplace Solutions in a work from home environment, unless located near one of our Lincoln offices.
Background Details
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 an Account Manager, you will be responsible for building and maintaining relationships with clients and brokers within the 500-999 lives segment by supporting their overall group benefits plan administration needs. 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 experience. 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. If this sounds like a role for you, please read on!
What you'll be doing
- 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 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 champions process improvements and organizational initiatives to positively influence the team and quality.
What we’re looking for
Must-have experience (Required):
- 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)
Nice-to have Experience (Preferred):
- Management/leadership experience
- Project management experience
- Experience working with multiple products
- Presentation training or skills
- Customer and/or broker facing role
- Ability to work with others in a team environment.
- Demonstrates strong interpersonal skills with a collaborative style.
- Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Travel Requirements
- Up to 10%
Application Deadline
Application deadline:
Applications for this position will be accepted through August 25, 2025, subject to earlier closure due to applicant volume.
Level: P3
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 Lincoln’s 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 Lincoln’s standard benefits package.
Additional Information
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
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Nearest Major Market: Charlotte
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