Account Manager, Group Benefits Relationship Mgmt. - Cleveland, Pittsburgh, or Cincinnati

Date: Jan 20, 2019

Location: Cincinnati, OH, US

Company: Lincoln Financial

Alternate Locations: Cincinnati, OH (Ohio); Cleveland, OH (Ohio); Pittsburgh, PA (Pennsylvania)

Relocation assistance is not available for this opportunity.

Requisition #57731

About the Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


The Role


As the Account Manager, you will develop, direct, implement, and maintain a business plan to achieve sales, growth, profitability, retention, and market share goals for Lincoln’s Group Benefits. You will build, enhance and direct the relationship with clients in the Ohio region to ensure overall service needs are met and high satisfaction levels are achieved. You will serve as a subject matter expert to our clients regarding Lincoln’s Group Benefit products including Disability, Life, Vision, Dental, FML and Accident and Critical Illness.



  • Builds, enhances and maintains effective relationships with clients to ensure client satisfaction and increase sales revenues/profitability.
  • Collaborates with internal stakeholders on proposals and/or promotional materials.
  • Conducts site visits to clients to achieve sales targets.
  • Cultivates, directs, and maintains client relationships within assigned area(s)
  • Develops an understanding of existing/targeted clients including market segments, how they operate, and/or their value proposition(s).
  • Develops and maintains plans to support retention sales and product breadth growth within existing clients
  • Develops, maintains and executes more complex client relationship plans to ensure the clients' overall service needs are satisfied and achieve the business and profitability/retention objectives for assigned area(s) of responsibility.
  • Develops/maintains relationships with internal stakeholders to achieve sales objectives
  • Identifies and resolves more complex client issues in a timely and collaborative manner.
  • Identifies clients with retention risk, develops and executive more complex plans to retain clients, and notifies management.
  • Increases awareness of LFG's products and services within his/her assigned territory.
  • Maintains expense budgets to set limits.
  • Maintains sales call data in appropriate systems and/or completes sales reports.
  • Meets or exceeds all department and/or sales goals/targets for his/her assigned clients.
  • Profiles area of responsibility to identify those who would be interested in LFG offerings and build relationships with them.
  • Provides feedback and intelligence to internal partners on clients.
  • Provides information, education, training, and advice on companys products and services to assigned clients.
  • Provides sales support tools, sales/marketing ideas on LFG's products/offerings to assigned clients.
  • Serves as a resource to internal stakeholders and consults on more complex relationship management/sales solutions to optimize satisfaction/retention and achieve business results.
  • Supports retention efforts and looks for opportunities to cross sell/partner with appropriate internal stakeholders.


Education & Experience

  • 1 - 3+ Years experience in relationship management that directly aligns with the specific responsibilities for this position(Required)
  • 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) in (Minimum Required)



  • Upon Hire Certifications/Licensures : Licenses dependent upon product being supported with specified time frame.


Travel Information

  • Travel Type :National Domestic
  • Travel Amount :up to 50%


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 Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

Lincoln Financial Group (“LFG”) 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 (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  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.


Nearest Major Market: Cincinnati

Job Segment: HR, Account Manager, Compensation, Manager, Marketing Manager, Human Resources, Sales, Management, Marketing