Director, Relationship Management (West Region) - Group Benefits

Date: Jan 10, 2019

Location: Denver, CO, US

Company: Lincoln Financial

Alternate Locations: Denver, CO (Colorado); Los Angeles, CA (California); Phoenix, AZ (Arizona); Portland, OR (Oregon); San Francisco, CA (California)

Relocation assistance will be considered/provided for this opportunity within our company guidelines.

Requisition #55414

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 Director, Relationship Management, you will provide leadership and direction to a team of 10 which includes Account Managers and National Account Managers supporting Lincoln’s Southern Region. The Western Region is composed of sales offices located in Denver, Los Angeles, Phoenix, Portland and San Francisco.  You will be responsible for the development, maintenance and execution of complex and robust client relationship management programs/plans which ensure that the clients overall service needs are satisfied and our overall customer growth, retention and profitability objectives are attained.



  • Establish strong relationships with field and home office partners; serve as the liaison for operational improvements and efficiencies; Drive transparency by providing feedback from customers.
  • Collaborates and recommends to management the organizational design of his/her assigned area(s) which ensure optimal clients retention, satisfaction and achieve desired business results while reducing risks.
  • Developing, maintaining, & executing complex & robust client relationship management programs/plans which ensure that the clients overall service needs are satisfied and our overall customer growth, retention and profitability objectives are attained.
  • Develops and manages the budget for his/her assigned area(s).
  • Collaborates with field partners to drive new business growth in alignment with regional goals; actively participates, as appropriate, in new business acquisition (such as best & finalist presentations); Represents Account Management in Regional market.
  • Regularly communicates the LFG Group Protection value proposition with team and customers; provides regular updates on enhanced services provided; shares updates going on across the enterprise with team on a regular basis.
  • Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. 
  • Directs and oversees the management of assigned area(s) relationships with existing clients by developing, executing and ensuring proactive, creative, and ongoing client contact initiatives.
  • May participate in industry and/or trade organizations to obtain competitor information, industry trends and/or best practices.
  • Reviews and analyzes relationship metrics/dashboards to determine effectiveness of relationship management activities.
  • Serves as a subject matter expert and advises management and internal/external stakeholders on complex relationship management solutions which optimize client retention and satisfaction and achieve desired business results while reducing risks.

Education & Experience

  • Preferred experience in customer facing role(s) in group benefits industry (employer sponsored group products – Life, disability, absence, accident, critical illness, dental)
  • 7+ Years experience in relationship management that directly aligns with the specific responsibilities for this position, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience(Required)
  • 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)


  • Group Life & Health License required.

Travel Information

  • Travel Type :Regional 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: Denver

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