Sales Assistant, Group Protection

Sales Assistant, Group Protection

We are excited to bring on a Sales Assistant to join our Group Protection Distribution Team supporting Workplace Solutions. The ideal candidate will be located within a commutable distance to one of our key city offices and work in a hybrid environment. These locations include Baltimore, MD; Charlotte, NC; West Palm Beach, FL; Houston, TX; Dallas, TX; Seattle, WA; Detroit, MI; and Chicago, IL. Candidates outside a commutable distance would work in a fully remote capacity.

The Group Protection Distribution Team will help you grow your group benefits knowledge and establish strong partnerships (internally/externally) while working in this fast-paced environment.

As a Sales Assistant for Group Benefits, you will play a critical role in supporting Sales Representatives with Request for Proposal (RFP) management and ensuring a seamless Sold Case handoff. This position is accountable for maintaining accuracy, facilitating clear and timely communication with brokers, and partnering effectively with internal teams. This is an exciting opportunity to contribute to a newly defined role and help shape evolving processes as we continue to enhance technology, drive growth, and deliver an exceptional experience for our customers with Lincoln. If this sounds like a role for you, please read on!

You will gather, evaluate and assess information to complete request for proposals (RFPs), potential clients and sold cases partnering directly with your Sales Rep, Underwriter, and broker.

You will influence market growth with RFP accuracy and exceptional sold case submissions by being knowledgeable and thorough with daily activities.

You will coordinate and perform pre and post sale activities in partnership with marketing, underwriting, IT, billing, compliance and legal. In addition, you will support benefit fair activities, including creating benefit summaries and plan grids tailored to clients specific plan and design rates.

You will build trusting relationships with our internal and external partners to maintain a valuable marketplace presence and uphold our commitment to the customer.

You will identify, recommend and champions process improvements and organizational initiatives to positively influence the team and quality.

Must-have experience (Required):

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).

0 - 1+ Years' experience in a sales environment with general insurance background.

Ability to communicate effectively (verbal/written)

Proven ability to work effectively within a team and build positive relationships

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Nice-to have Experience (Preferred):

Ability to work in a fast-paced environment with the ability to adapt as needed.

Ability to maneuver through multiple systems.