Account Manager II/III Small Markets

Account Manager II/III Small Markets

Job: IRC29976





JavaScript enabled browser required.





Description








Job Title Account Manager II/III Small Markets

Location Fort Wayne, IN, US

Detailed Description


Lincoln Financial Group is a diversified financial services organization with a strong focus on four core business areas - life insurance, annuities, defined contribution, and group protection; and three distribution platforms - wholesale, retail, and worksite. Since 1905, Lincoln Financial has helped customers face their futures with confidence by offering trusted financial solutions and advice. Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

NATURE OF ROLE
Small Markets - Full Service
The Account Manager II/III is responsible for helping drive sales and retention by helping maintain effective relationships with Plan Sponsors, Third Party Administrators, Agents, Brokers and/or distribution partners. The Account Manager II/III leverages their expertise in qualified retirement plans, plan design, andLincolnsystems and processes by providing service and solutions that help positionLincolnproducts as preferred offerings in their target market. Proactively market customized services, anticipate the need for service upgrades with key Broker/Dealers and Distributors, and provide LFG with analysis of what the competition is doing in the area of Administrative and Customer Service. The role/position is engaged in routine daily activities regarding all post sale interactions. They act as focal point for any customer service inquiries, materials requests, illustrations, re-pricing, contract inquiries and plan design solutions. This position operates in an environment of multiple markets, products, funds and variations within the market, under unique tax laws, SEC and FINRA rulings, as well as multiple administrative systems.

Job Requirements

QUALIFICATIONS

- 5+ years retirement plan customer service experience in the financial industry
- In-depth knowledge of qualified retirement plan/product/regulatory requirements (SEC, FINRA, IRS, DOL, ERISA and DOI)
- In-depth understanding of recordkeeping/pension administration services
- In-depth knowledge of qualified retirement plan products services markets and distribution channels
- Demonstrated facilitation/presentation skills
- Demonstrated project management skills
- Demonstrated relationship management and negotiation skills
- Ability to manage key account relationships with Employer, TPA, and Distribution
- Demonstrated decision making ability
- Demonstrated problem solving, research and analysis skills
- Strong organizational skills
- Excellent oral, written and interpersonal skills
- Working knowledge of Legacy systems and Microsoft Office Suite
- ASPPA, NIPA or CEBS designation highly desired.
- ASPPA RPF1 and 2 required within 9 months
- Four year degree in business or related field, highly desirable
- Ability to travel approximately 5% RESPONSIBILITIES

* Demonstrates ultimate accountability for client relationship and provides strategic direction for client to ensure unmatchable excellence and compliance with ERISA in accordance with the client's plan document and Lincoln Retirement's policies and procedures.
* Responds to our clients including key & elite strategic partner's (field partner, TPA & plan sponsor) calls, requests and inquiries regarding multiple market concepts, products, pricing, services and plan design issues.
* Reviews & evaluates processes between Lincoln and the Plan Sponsor and/or TPA and recommends, initiates and manages resolutions and improvements to ensure strategic partners' expectations are met.
* Evaluates contract pricing & facilitates discussion regarding contract pricing and changes to that pricing with our field partners.
* Analyzes customer feedback to better meet emerging customer expectations.
* Advises management on strategic partner's needs and issues, routinely assuming the role of strategic partner advocate/liaison/operational expert. Participates in or leads projects that impact our ability to meet and exceed client expectations.
* Develops and maintains a high level of technical expertise in order to advise on a wide variety of financial services, pension administrative services, systems and pension products.
* Provides analysis and decision-making for successful resolution of customer complaints, complex service issues, issues with financial impact and decisions to deviate from established policies and procedures.
* Acts as mentor to less experienced team members.
* Develop and deliver presentations and web cast training to strategic partners.
* Pro-actively assesses large cases, and recommends pricing/product/service upgrades.


Additional Details



How To Apply


Only on-line applications will be considered.
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.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Lincoln Shared Values: Integrity, Commitment to Excellence, Responsibility, Respect, Fairness, Diversity, Employee Ownership.

Lincoln Affiliates Defined Contribution
Defined Contribution
2nd Location















Home Jobs Job Basket


Copyright (c) 2006, Oracle. All rights reserved.