Consultant, Broker Relationship Management
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Broker Relationship Management Consultant supporting Workplace Solutions at Lincoln Financial. Responsible for managing relationships with premier brokers to drive client retention.
Responsibilities:
- Maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions
- Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
- Serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
- Identify and recommend process improvements that significantly reduce workloads or improve quality
- Consult/analyze more complex assignments and/or projects
- Serve as the primary point of contact for assigned premier brokers in the U500 block of business
- Develop and strengthen relationships with premier brokers through both proactive and responsive contacts to maintain and develop preferred status
- Lead and manage the scheduling, planning, execution, and required follow-up for various broker meetings (stewardship, enrollment, ad-hoc, etc.)
- Facilitate discussions with brokers to support client acquisition, re-enrollment, and business retention
- Proactively anticipate brokers' issues/concerns and recommend mitigation solution(s) to planners in order to meet client expectations
- Identify clients with risk of retention & notifies brokers and/or management
- Develop relationships with the sales teams and share opportunities for sales growth
- Collaborate with internal stakeholders to ensure the delivery of a positive customer experience
- Process less complex member management, enrollment and billing updates to deliver quick resolution, and optimize the customer experience to our clients and brokers
Requirements:
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- 3 - 5+ Years experience in relationship management that directly aligns with the specific responsibilities for this position
- Ability to communicate effectively (verbal/written)
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
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
Similar Jobs
Transformation, Change and Projects Consultant
Consultant for project transformation with a focus on evolving project management methodologies. Work for a 67-year-old Brazilian pharmaceutical company with a diverse medication portfolio.
Technical Consultant
Technical Consultant delivering customized solutions on the Practifi platform and leading client trainings. Partnering with Business Analysts to address client needs and technical solutions.
SAP SuccessFactors Onboarding 2.0 Consultant (Mid/Senior)
Consultant specializing in Onboarding 2.0 at SAP SuccessFactors for large clients. Completing implementations and enhancing HR cloud module processes in a remote setting.
Solution Consultant – SCM
Solution Consultant with Supply Chain Management experience for healthcare industry, serving as trusted advisor to executives and delivering tailored product demonstrations. Collaborating with other teams to drive revenue and outcomes.
Senior Compensation Consultant, SuccessFactors
Senior Compensation Consultant working remotely on SAP SuccessFactors strategic projects. Mapping compensation processes, conducting workshops, and ensuring quality deliverables.
Advisor Consultant – Central & Southern NJ
Advisor Consultant responsible for increasing market share and growing assets in assigned territory. Building relationships with financial advisors and conducting presentations for Hartford Funds' products
NetSuite Consultant
NetSuite Consultant implementing and supporting NetSuite solutions for clients. Collaborating with team and providing training and support throughout project lifecycle.
Estate Planning Consultant
Estate Planning Consultant assisting clients with the creation of wills to help with legacy planning at Octopus Legacy. Providing comprehensive guidance and support during home visits.
Senior Sage 100 Consultant
ERP Software Consultant guiding Sage 100 implementations at Blytheco. Delivering customer training and leading project documentation with a focus on business requirements.
Construction Consultant
Acumatica Construction Consultant at Blytheco improving software solutions in the construction industry. Join a team of experts delivering outstanding service and support for clients across projects.
Acumatica Consultant – Manufacturing/Distribution
Acumatica Consultant providing ERP implementation and training for Blytheco clients. Collaborate with a team to deliver robust solutions that enhance client success.
Acumatica Consultant, ERP Training
STAR Program Participant guiding customers through ERP software implementations. Provide training and post-implementation support while fostering relationships with clients across the U.S.A.
Technical Assistance Consultant, Employment and Economic Opportunity
Technical Assistance Consultant enhancing employment pathways for workforce mobility. Collaborating with clients to improve economic mobility programs and develop technical assistance resources.
Power Platform Consultant – Contract
Power Platform Consultant responsible for building complex business applications in Power Platform. Leading customer engagements and delivering technology solutions for iCoTech.
UKG Solution Consultant
Consultant handling UKG WFM projects for clients across retail, manufacturing, and healthcare. Leading design, integration, and support of high-quality workforce management solutions.
Junior Digital Consultant
Consultant Junior Digital at Altodia offering digital consulting and project management for clients. Collaborating with a team on innovative tech solutions in a growing company.
Consultant, Information Security
Consultant in Information Security developing client-specific strategies. Focused on protecting valuable information assets for various industries remotely.
Consultant, Datenschutz
Consultant in data protection at RST Informationssicherheit GmbH, a boutique consulting firm. Involved in developing data protection strategies and frameworks for clients in Germany and Europe.
Senior NetSuite Consultant
Senior NetSuite Consultant responsible for implementing ERP and CRM solutions for various clients. Collaborating with clients on business process improvements and leading implementations across multiple projects.
Commercial Consultant
Identify and pursue new business opportunities and build strong client relationships; prepare proposals and lead negotiations. Split time between internal planning and external client visits while collaborating with technical teams to deliver solutions.