Director, Account Management

Date: Oct 1, 2021

Location: San Francisco, CA, US

Company: Lincoln Financial

Alternate Locations: Walnut Creek, CA (California); Bakersfield, CA (California); Glendale, CA (California); Irvine, CA (California); Palm Desert, CA (California); Portland, OR (Oregon); Sacramento, CA (California); San Diego, CA (California); San Francisco, CA (California); San Ramon, CA (California); Westlake Village, CA (California)


Work Arrangement: Work from Home


Relocation assistance is not available for this opportunity.


Level: M3 


Requisition #: 67035


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If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.


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The Role at a Glance

We are excited to bring on a Director of Account Management to join our Group Protection Distribution Team supporting Workplace Solutions in the West Region. 


Background Details
On the Group Protection Distribution Team, you will provide leadership, coaching and development to your team of eight Account Managers within the Pacific and Southern Northwest territory to ensure results for their areas over oversight. 


As a Director of Account Management for Group Benefits, you will be responsible for ensuring a positive customer service experience for our clients within your territory. You will provide oversight on renewals, retention and sales management to drive new business and persistency for inforce business. You will assist in the development and execution across regions for achievement of sales goals and market plans that influence profitability and persistency. You will build and foster effective relationships, internally/externally, to influence retention and sales. If thi

What you'll be doing

  • You will lead a dynamic team in an environment that is constantly changing. Provide training and development opportunities, including stretch assignments, for team members and give honest and open feedback to aid in the development of talent. You will direct and evaluate individual/team performance and takes appropriate action to meet and/or exceed performance standards for assigned areas of responsibility.
  • You will identify and direct the implementation of process improvements that significantly reduce workloads or improve quality across the department. 
  • You will attend broker/client meetings as needed to represent account management. In addition, direct analysis to identify trends, summarizing findings and providing quarterly reports on team performance metrics to management
  • You will establish and maintain a collaborative relationship with key internal stakeholders across the functional areas while acting as a resource for team members on more complex assignments/projects to improve the broker/customer experience. 
  • You will partner closely with sales to identify segmentation needs, assignments, and goals within different marketplace territories and to develop plans to achieve. You will effectively collaborate with leaders to define expectations and communicate with their teams on the execution of sales plans.

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) 
  • 7+ Years relationship management experience directly aligned to the specific responsibilities for this role, including 3+ years of managerial, supervisory, and/or demonstrated leadership experience 
  • Experience working with clients/brokers 
  • Account management and/or distribution experience (sales/account management, etc.) 


Travel Requirements

  • Up to 25% 

What’s it like to work here
At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.


What’s in it for YOU:

  • A clearly defined career framework to help you successfully manage your career 
  • Leadership development and virtual training opportunities
  • Paid Time Off
  • Parental leave 
  • Competitive 401K and employee benefits
  • Free financial counseling, health coaching and employee assistance program
  • Tuition assistance program
  • A leadership team that prioritizes your health and well-being; offering a remote work environment through October 2021
  • Effective productivity/technology tools and training


About the Company/Who is Lincoln Financial 
Led by over 10,000 employees Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Work Arrangement:

Work from Home : Employees will work fully from home. Their job will not require the employee to come into the office, unless for special circumstances. 



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: San Francisco
Nearest Secondary Market: Oakland

Job Segment: Account Manager, Manager, Bank, Banking, Sales, Management, Finance