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Premier Partner Reporting Analyst

Date: Dec 6, 2018

Location: Greensboro, NC, US

Company: Lincoln Financial

 

 

 

 

 

Alternate Locations: Greensboro, NC (North Carolina)

 

 


Relocation assistance is not available for this opportunity.

 



Requisition #58057

 


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

The Premier Partner Reporting Analyst will analyze and consult on more complex program management and strategic initiatives in the LFA Premier Partner program. S/he will analyze, consult, and deliver on more complex LFA Premier Partner reporting and to serve as the point of contact for LFA internal stakeholders. In addition, the position will act as a resource within the LFA department to help increase the understanding and utilization of the Program through Channel Strategic initiatives, specific to the LFA Premier Partner program to increase membership.

 

Responsibilities:

  • Provide project management and reporting for more complex Premier Partner program initiatives to identify growth opportunities for targeted prospect groups.
  • Sets priorities and timelines and works effectively with internal partners across all areas of the organization to implement Premier Partner initiatives in agreed upon timeframes.
  • Serves as a resource and “day-to day” face of the LFA Premier Partner program to members and key internal stakeholders.
  • Develops, researches, maintains, and consults on LFA reporting, year-end processing, record management, adjustments and history, and more.
  • Builds and maintains relationships with channel staff, senior leaders, and overall sales teams to maintain open communication regarding current and prospective partner opportunities.
  • Partners with PACT Project transition team to ensure easy transitions to the program.
  • Administers, analyzes, and reports on more complex Premier Partner program benefits with accuracy and a sense of urgency.
  • Works with member(s) of Accenture on monthly reporting deliverables.
  • Provides LFA Premier Partner training to ambassadors and internal stakeholders on an array of topics.
  • Creates and delivers presentations to Premier Partner stakeholders and members.
  • Manages the LFA Premier Partner website to ensure accurate information is concise and easily accessible while also exploring ways to improve and employ technology.
  • Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.
  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.
  • Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility.

 

Education

  • Undergraduate degree or 4+ years of comparable work experience

 

Experience

  • 3-5+ years of experience in financial services that directly aligns with the specific responsibilities for this position
  • Confident, comfortable communicator with strong written and verbal communication skills.
  • Ability to analyze information and to evaluate the implications of a course of action or solution.
  • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Define problems, collect data, establish facts and draw valid conclusions.
  • Evaluate trends in data or information.
  • Demonstrated strong relationship management skills with internal clients (e.g. management, peers and colleagues); proven ability to develop collaborative approaches.
  • Demonstrates ability to identify and recommend processes improvements.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Strong project management skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
  • Successfully completes regulatory and job training requirements

 

#LI-POST

 

 

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. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.

 


Nearest Major Market: Greensboro

Job Segment: Law, Program Manager, Business Analyst, Project Manager, Change Management, Legal, Management, Technology

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