[Remote] Specialist, Broker Relationship Management (South Region) Job Details | Lincoln Financial

Note: The job is a remote job and is open to candidates in USA. Lincoln Financial is a company focused on helping people to confidently plan for their future. They are seeking a Broker Relationship Management Specialist to support Workplace Solutions within Group Benefits, responsible for managing broker relationships and ensuring a consistent customer experience.

Responsibilities

• You will support preferred and developing brokers in the U500 block of business by serving as a primary day‑to‑day point of contact and responding to inquiries in a timely, professional manner
• You will coordinate the scheduling, logistics, execution, and follow‑up for broker and client meetings, including stewardship, enrollment, and ad‑hoc meetings
• You will perform routine to moderately complex assignments and projects, applying foundational broker relationship‑management knowledge to deliver a consistent customer experience
• You will identify potential client retention risks or service issues and escalate concerns appropriately while supporting recommended mitigation solutions
• You will process non‑routine member management, enrollment, and billing updates to ensure accurate resolution and a positive experience for brokers and clients
• You will collaborate with internal partners, including sales teams and service teams, and communicate opportunities for process improvement that enhance quality or efficiency

Skills

• 4‑year Bachelor's degree or equivalent work experience (4 years of experience in lieu of a Bachelor's)
• 1–3+ years of experience in relationship management or a role closely aligned to the responsibilities of this position
• Strong verbal and written communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience in a broker‑ or customer‑facing role
• Exposure to project coordination or multi‑tasking in a time‑sensitive environment
• Ability to work collaboratively in a team environment
• Strong organizational skills with the ability to prioritize and manage multiple tasks while maintaining attention to detail
• Comfort handling confidential information with sound judgment and discretion

Benefits

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training
• 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

Company Overview