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# Specialist, Broker Relationship Management (South Region)

- **Company:** Lincoln National Corporation
- **Location:** Atlanta, GA, United States (Remote available)
- **Experience:** Starter
- **Salary:** $55,700.0 - $100,200.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Knowledge Management, Microsoft Office, Microsoft PowerPoint
- **Published:** June 20, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=904191f6c5ae8256

## About the Role

Do you have experience in Microsoft Outlook?, Do you have a Bachelor's degree?, 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

## Description

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 Atlanta, GA and West Palm Beach, FL.; 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., 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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