Senior Consultant, Implementation & Enrollment Manager
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Job Description
Sr. Consultant managing implementation & enrollment for national market at Lincoln Financial. Driving client onboarding and employee education for group benefits with a collaborative approach.
Responsibilities:
- Assist in the pre-sale process, customize implementation materials and present the Lincoln Financial implementation process during finalist and capabilities presentations.
- Evaluate enrollment request for national (5000+) groups to provide guidance & develops solutions to communicate & educate employees on benefits & enrollment process.
- Support the open enrollment process with the client, working with brokers, plan administrator and internal business partners to facilitate employee enrollment and ensure the client workforce is educated on available benefits.
- Project manage the onboarding process, on behalf of new/existing clients, while directing internal resources and managing appropriate expectations with our customers.
- Work closely with account management and absence consulting to provide education, information, training and best practices on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Brokers and Plan Administrators.
- Become involved in acquisition, divestiture, new business current client and complex client projects as an assigned project manager responsible for oversight and delivery.
- Work on special projects and continuous improvement initiatives aimed at enhancing the overall customer experience while simplifying and streamlining internal processes that realize efficiency gains.
Requirements:
- 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
- 5 – 7+ Years Enrollment experience
- Ability to read, analyze and interpret both internal and external documents such as general media/publications, prior plan documents, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.
- Define problems, collect data, establish facts, and draw valid conclusions.
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
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