Sr. Consultant, Life Inforce Management
The Sr. Consultant Life Inforce Management will deliver on complex assignments and initiatives for their assigned area. They will serve as a technical resource to develop complex spreadsheet models and rate files for insurance products. They will provide subject matter expertise and train end-users on use of models. This position will also lead complex issue resolution and advise IT to ensure calculations in administrative systems appropriately align to insurance products.
Leads initiative to standardize calculations and develop user-friendly models / spreadsheets which explain and illustrate policy performance of Inforce products
Leads initiatives to update or build new complex calculations and develop user-friendly models / spreadsheets which explain and illustrate policy performance of insurance products
Rigorously tests and protects models for accuracy and reliability
Provides subject matter expertise to internal teams; trains end-users on use of models and develops step-by-step instructions
Serves as a technical resource to review and resolve complex issues; revises calculations / models as needed
Leads projects related to product development for applicable administrative systems
Quality checks policy information and calculations in these same administrative systems
Advises IT on proposed updates / changes to administrative systems to ensure systems accurately reflect calculations and how product performs per policy specifications
Reviews IRS code calculations prepared by internal / external stakeholders and codes calculations into Excel spreadsheets
Recommends and implements improvements in processes and procedures within the department and other business areas
Provides support on ad hoc reports / assignments as needed
Must-Haves
5-7+ Years experience in insurance that directly aligns to the specific responsibilities for this role
Subject matter expertise on Life Insurance Products and administrative systems
Bachelor's degree or equivalent work experience
Strong Excel skills including working experience with VBA
Effective verbal and written communication skills
Analytical skills
Strong attention to detail
Ability to adapt quickly in a changing work environment
Nice-to-Have :
Experience working with policy administration systems including Lifecomm or Vantage
Experience leading projects and / or initiatives
Applications for this role will be accepted through October 31st, subject to earlier closure due to applicant volume
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 :
The pay range for this position is $93,300 - $169,700 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.
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.
Sr Management Hybrid • Greensboro, NC, US