Account Manager II or III

Account Manager II or III

Job: IRC30053





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Description








Job Title Account Manager II or III

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.
The Account Manager is responsible for the ongoing relationship of existingLincoln Allianceand SmartFutureSMclients. The Account Manager is the single point of contact for administrative service requests and day-to-day Plan Sponsor inquiries. The Account Manager is also responsible for addressing our client's administrative needs and coordinating acrossLincoln's specialized administrative areas to ensure Lincoln Financial Group delivers on all service commitments. The Account Manager works closely with an integrated team including the Account Executives, Retirement Consultants and external partners including Third Party Administrators, Agents, Brokers, Consultants and other distribution partners.

The position is available in Arlington Heights, IL or Fort Wayne, IN.

Job Requirements


Principal Duties and Responsibilities

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Demonstrates ultimate accountability for client relationship
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Educates clients on administrative processes and procedures
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Coordinate with all functions, particularly relationship management and operations, based on needs of the client/ plan(s)
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Approves/ coordinates quarterly statement messages
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Assist all functions in communication with clients
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Oversee administration of plans
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Oversee deconversion of plans
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Oversee plan changes
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Maintain excellent working relationship with clients
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Act as a mentor to less experienced team members
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Analyzes customer feedback to better meet emerging customer expectations
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Develop and maintain a high level of technical expertise in order to service clients
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Keep management aware of clients issues and needs in order to best service our customer
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Proactively reach out to each client to better understand their needs

Additional Details

TECHNICAL/PROFESSIONAL KNOWLEDGE
Required job knowledge and skills:
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In-depth knowledge of retirement plans (403(b), 401(k), 457(b), 457(f), 401(a), 415(m), SERP, Church Plans, etc.) and legal requirements
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Excellent analytical, problem-solving, and organizational skills
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Strong ability to create, document or improve processes and procedures
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Ability to multi-task and prioritize tasks while being attentive to detail
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Ability to work independently or in a team environment
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Excellent ability to project manage
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Superior written and verbal communication skills
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ASPPA RPF 1&2, or completion within nine months of hire

Qualifications or previous experience:
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College degree or equivalent experience
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Four or more years experience in the retirement industry
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Understanding of plan provisions, documents and multiple system processes
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Excellent time management skills
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Ability to organize and lead others
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Knowledge of Microsoft Office including Word, Excel, Access and PowerPoint
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ASPPA or IFEBP (such as CEBS) designations a plus

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
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