Specialist, Broker Relationship Management; East Region

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Alternate Locations: Baltimore, MD (Maryland);
Washington, DC (District of Columbia)

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 #:76209

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 Baltimore and Washington D.C.; 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.

• 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 elevate 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.

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).
• 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.

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…