Lincoln Financial · 19 hours ago
Consultant, Process Owner (RPS)
Fort Wayne, IN, US
Full-time
Hybrid
Mid Level
$73K/yr - $132K/yr
3+ years expLincoln Financial is a company that helps people confidently plan for their future. As a Consultant in the Stable Value business, you will manage the Stable Value process, develop client relationships, and ensure the successful onboarding and product change processes.
AdviceFinanceFinancial ServicesInsurance
Responsibilities
Manages conversion process to ensure completion in an accurate and timely manner, while meeting departmental quality standards
Serves as a liaison between advisors, client plan sponsors, and other internal teams/stakeholders on conversion/change solutions which optimize client satisfaction and achieve desired business results
Acts as the primary point-of-contact to effectively communicate with advisors and clients throughout the conversion/change process on key steps, activities, and timings
Develops, maintains, & executes more complex client relationship management plans which ensure that the clients’ overall service needs are satisfied & achieve the business, profitability & retention objectives
Serves as a resource to internal stakeholders on more complex relationship management solutions which optimize client satisfaction & achieve desired business results
Builds, enhances & maintains relationships with existing internal/external clients
Reviews source documents and/or reports to ensure information is in good order to process conversions
Leads data collection sessions with advisors and client plan sponsors to compile and/or clarify information needed for conversions
Collaborates with other internal teams to ensure smooth conversion/change completion
Communicates with third-party trading partners as needed during conversion process
Builds, enhances & maintains relationships with contacts at client organizations, ensuring clients’ overall service needs are satisfied
Identifies & resolves more complex client issues/concerns in a timely & collaborative manner
Identifies clients with risk of retention & notifies management
May collaborate with internal stakeholders on processes/procedures, proposals and/or promotional materials
Maintains knowledge on current and emerging developments/trends, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions
Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
Identifies and recommends process improvements that significantly reduce workloads or improve quality
Consults/Analyze on more complex assignments and/or projects
Qualification
Required
3 - 5+ Years of experience in product, operations, sales or relationship management that directly aligns with the specific responsibilities for this position
Strong analytical, problem solving, and data interpretation skills, including the ability to evaluate trends and apply mathematical concepts
Excellent judgment, discretion, and organizational skills with the ability to prioritize, multitask, and manage projects in a fast paced environment
Effective communicator and collaborator with strong interpersonal and relationship management skills; able to influence and build consensus
Demonstrated ability to identify process improvements and work effectively within teams and across stakeholders
Benefits
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
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
Company data provided by crunchbase