Broker In Charge Jobs (NOW HIRING)

Alternate Locations: Seattle, WA (Washington); Phoenix, AZ (Arizona); Portland, OR (Oregon); San Francisco, CA (California)
Work Arrangement:
Remote : Work at home employee residing outside of a commutable distance to an office location.
Relocation assistance: is not available for this opportunity.
Requisition #: 76207
The Role at a Glance
We are excited to bring on a Broker Relationship Management Specialist to support Workplace Solutions within Group Benefits. This role is designed for a professional who is interested in utilizing their relationship-management and customer service skills in a fast-paced, client-facing environment.
Preferred candidate locations include Seattle, Portland, San Francisco, and Arizona; however, candidates in other locations may also be considered.
As a Specialist, you will support preferred and developing brokers in the U500 block of business to help drive client retention and deliver a consistent, recommendable customer experience. This role focuses on executing day-to-day broker support activities, coordinating meetings and follow-ups, identifying issues that may impact retention, and escalating opportunities or risks to management as needed. You will work closely with internal partners while gaining exposure to broker relationship management within the group insurance industry.
What you'll be doing

• 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.

What we're looking for
Must-Have Experience (Required):

• 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).

Nice-to-Have Experience (Preferred):

• 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.

Application Deadline
What's it like to work here?
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
What's in it for you:

• 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

The pay range for this position is $55,700 - $100,200 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the 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.
About The Company
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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Be Aware of Fraudulent Recruiting Activities
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.
Additional Information
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.
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