Lincoln Financial

Accounting Manager

• Consulting on complex technical accounting matters, ensuring proper application of accounting standards, & working with internal and external (e.g. auditors) stakeholders to address & enforce policy compliance.
• Maintaining accounting policies for assigned area(s) of responsibility.
• Providing subject matter expertise on technical accounting policy and compliance issues.
• Maintaining knowledge on current and emerging accounting standards, assessing the impact, and collaborating with management to ensure proper application of accounting standards.
• Preparing and reviewing accounting policies for complex accounting transactions and ensures compliance with accepted accounting policies and principles.
• Overseeing and reviewing new disclosures (e.g. 10K and 10Q). Ensuring accuracy and completeness of financial statement footnotes.
• Identifying complex accounting issues/concerns and recommending mitigation solutions to management.
• Communicating new and emerging technical accounting policy developments to managers and executives throughout LFG.
• Identifying and resolving complex issues with internal and/or external auditors in a collaborative manner.
• Obtaining input from appropriate management before making external statements or providing information that could impact the corporation.

Senior Consultant – Accounting Policy

Consultant

• Maintain knowledge on current and emerging developments/trends for assigned territory and products, assessing impacts, and collaborating with management to incorporate new trends and developments in current and future solutions
• Champion and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
• Serve as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects
• Identify and recommend process improvements that significantly reduce workloads or improve quality
• Consult/analyze more complex assignments and/or projects
• Serve as the primary point of contact for assigned premier brokers in the U500 block of business
• Develop and strengthen relationships with premier brokers through both proactive and responsive contacts to maintain and develop preferred status
• Lead and manage the scheduling, planning, execution, and required follow-up for various broker meetings (stewardship, enrollment, ad-hoc, etc.)
• Facilitate discussions with brokers to support client acquisition, re-enrollment, and business retention
• Proactively anticipate brokers' issues/concerns and recommend mitigation solution(s) to planners in order to meet client expectations
• Identify clients with risk of retention & notifies brokers and/or management
• Develop relationships with the sales teams and share opportunities for sales growth
• Collaborate with internal stakeholders to ensure the delivery of a positive customer experience
• Process less complex member management, enrollment and billing updates to deliver quick resolution, and optimize the customer experience to our clients and brokers

Consultant, Broker Relationship Management

Claims Specialist

• Communicate with claimants, employers and various medical professionals through phone and e-mail to gather information regarding the Short-Term Disability claim.
• Collaborate with fellow case managers, nursing case managers and consulting physicians to make appropriate and timely claim determinations.
• Review complex medical records and effectively leveraging a variety of tools and resources to understand appropriate approval durations and future action planning.
• Complete accurate financial calculations consistent with company and state guidelines.
• Provide exceptional customer service and proactively recognize customer needs and areas of opportunity.
• Identify and recommend process improvements and organizational initiatives to positively influence the team and quality.

Short Term Disability Claims Specialist

Clinical Operations

• Leading and managing a team of nurse disability consultants and behavioral health consultants
• Partnering closely with medical and vocational operations
• Serving as a consultant to the claim operations team for complex clinical issues.
• Using critical thinking to analyze, identify, and develop data, trends, reports, and resources that improve delivery of services
• Continuously developing process enhancements
• Maintaining knowledge on current and emerging developments/trends
• Assessing the impact, and collaborating with management to incorporate new trends and developments
• Managing and enhancing organizational initiatives by positively influencing and supporting change management initiatives
• Establishing and implementing individual and team priorities, performance goals and objectives
• Managing workloads appropriately among team members
• Providing training and development opportunities, including stretch assignments, for team members
• Managing and evaluating individual/team performance and taking appropriate action to meet and/or exceed performance standards
• Identifying and recommending process improvements that create efficiencies or improve quality
• Serving as a resource to team members and internal/external stakeholders on more complex assignments/projects
• Ensuring prompt and effective customer support and escalation to appropriate stakeholders.

Manager, Clinical Operations

• Evaluate medical information to clarify diagnoses, evaluating the severity of medical conditions, validating medical restrictions and limitations, and estimating duration of recovery
• Clarify, interpret and/or evaluate medical information to assess appropriateness of current and ongoing restrictions / limitations and level of impairment
• Identify pertinent clinical facts and answers questions in collaboration with benefits specialists and physician consultants.
• Act as a clinical resource to Group Protection claim professionals during claim meetings and as needed
• Recommend specific medical information needed to evaluate ongoing level of impairment and to facilitate optimal claim management
• Make appropriate referrals to internal and external clinical resources (i.e. IME, FCE, Peer Reviews)
• Discuss complex medical issues with health care providers as needed and documents outcomes of discussion
• Coordinate and partner with Vocational Rehabilitation Coordinators (VRC) and others to support with return-to-work services
• Effectively manages assigned caseload within department productivity goals
• Contacts claimants, employers, and health care providers, as indicated

Consultant, Nurse Disability I

Implementation Specialist

• Review clients’ plan documents and data to determine tasks needed for the payroll implementation.
• Collaborate with internal stakeholders on payroll implementation solutions and functional requirement documents to be used by IT which optimize client satisfaction and achieve the desired business results.
• Collaborate with the team to determine complex service setup requirements.
• Administer data collection sessions with customers to compile all payroll implementation requirements, details and intricacies.
• Perform User Acceptance Testing (UAT) to ensure that all requirements have been captured, and all expected outcomes are returned.
• Identify and resolve internal/external stakeholder issues/concerns in a timely and collaborative manner.
• Provide information, education and training to external clients and internal teams on processes, procedures and/or services.
• Contribute to the planning and design of onboarding of new retirement plans, the development of deliverables, due dates, and milestones.
• Collaborate with external customers and internal teams to develop strong payroll implementation and conversion plans through proactive and reactive customer interactions, ensuring the overall service needs are satisfied.
• Serve as a resource to team members and applicable internal/external stakeholders on routine projects related to new business implementation and conversions.
• Identify and communicate to management process improvements that reduce workloads or improve quality.
• Promote and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within your assigned area of responsibility.
• Maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

Payroll Implementation Specialist

Vice President

• Develop and execute strategy to grow firm level relationships and generate awareness and interest in our solutions resulting in sales/adoption with managed consulting and retirement plan advisory firms
• Identify and develop new strategic relationships with Retirement Plan Consulting organizations for the mid and large markets
• Effectively lead a team of consultant relations team members, each of which will have responsibility for key firm relationships and growth market strategies
• Oversee our growth market strategy across all institutional markets, focused on plans $50M+ with retirement plan advisors
• Oversee production and utilization of robust firm reporting and data to identify specific areas of success and opportunity
• Coordinate regular occurring relationship management and business development strategy meetings with focus firms
• Act as point of escalation for new sales opportunities and client service issues with priority firms
• Partner effectively with our Institutional Retirement Directors as well as their SVIO, Group Plans, and Core Market Sales counterparts

VP, Consultant Relations

• Reviewing and analyzing disability claims to identify potential candidates for vocational case management services
• Supporting customers for successful accommodation outcomes
• Acting as a resource and providing consultative service to clarify vocational and/or medical information to assist Claims teams
• Supporting the team to provide high quality vocational services and activities to support accommodation
• Partnering closely with appropriate stakeholders to facilitate safe and timely return to work for claimants
• Assessing claimants return to work needs by phone to help outline their work objectives

Vocational Rehab and Accommodations Consultant

• Communicating with claimants, employers and various medical professionals through phone and e-mail to gather information regarding the Short Term Disability claim
• Collaborating with fellow case managers, nurse case managers and consulting physicians to make appropriate and timely claim determinations
• Reviewing complex medical records and effectively leveraging a variety of tools and resources to understand appropriate approval durations and future action planning
• Completing accurate financial calculations consistent with company and state guidelines
• Providing exceptional customer service and proactively recognizing customer needs and areas of opportunity

PFL Claims Specialist

Product Manager

• Support product development, pricing, and ongoing management of moderately complex, segmented product and service offerings
• Collaborate with cross functional and enterprise teams to deliver differentiated product and service offerings with clear competitive positioning
• Collaborate with internal partners to develop product documentation, training materials, positioning, and launch campaigns
• Contribute to product roadmap planning and identification of enhancements across the product portfolio
• Provide business and technical support for group product management, including day to day inquiries and escalated field issues
• Coordinate monitoring, competitive intelligence, and market research work including detailed analysis of systematically gathered information to inform product development and service offering initiatives and documentation
• Coordinate segmented product and service offerings to meet financial and business objectives; identifies, analyzes, and escalates issues while supporting resolution with business partners
• Work with business stakeholders to redesign and improve processes supporting segmented product and service initiatives

Product Manager – Group Benefits

Director

• Provide leadership, coaching and development to your team of roughly 8 individuals consisting of LTD Claims Examiners, STD Claims Examiners, Statutory Claims, Paid Family Leave Claims & Quality Audit Consultants
• Oversee and ensure the fair, ethical and timely management of complex claims for the LTD product
• Build and foster effective relationships across various departments within Lincoln's Group Protection Organization
• Maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with management to incorporate new trends and developments in current and future solutions.
• Direct and enhance organizational initiatives by positively influencing and supporting management change and/or departmental/enterprise initiatives
• Identify and direct the implementation of process improvements that significantly reduce workloads or improve quality across the department.
• Drive various projects forward to scale efficiency or enhanced customer experience
• Provide training and development opportunities, including stretch assignments, for team members and give honest and open feedback to aid in the development of talent
• Direct and evaluate individual/team performance and take appropriate action to meet and/or exceed performance standards
• Develop, maintain and analyze appropriate metrics and control mechanisms for claims including using data and analysis to improve business results by targeting opportunities and process improvements within claims
• Monitor Supplemental Health claim KPIs and appeal reporting while monitoring budget and staffing models.
• Reviews and cascade State of Emergency announcements to claims management
• Establish and implement priorities, performance goals and objectives to ensure group results
• Develop and execute claim initiatives which have substantial impact on the success of claims handling, enhance customer experience and successfully meet the annual business operating priorities
• Monitor and implement claims policy and guidelines in compliance with claim objectives and insurance laws and regulations
• Ensure all Claims are eligible or ineligible for payment conform to quality, production standards and specifications
• Develop and maintain close customer ties, articulates customer needs, keep priorities in focus with the desires and expectations of the customer.

Director, Long-Term Disability Claims

Customer Support

• Executing day to day responsibilities for various initiatives, including data gathering, basic analysis, and vendor/partner coordination.
• Coordinating recurring reporting and meeting needs, including preparing monthly LincSmart materials (e.g., decks, data pulls, summary updates).
• Supporting lead generation activities by identifying potential opportunities across partner relationships.
• Conducting partner audits and supporting data quality/consistency checks across LincSmart workflows.
• Performing and delivering on routine assignments/projects while applying knowledge of LincSmart processes and partner facing support.
• Maintaining knowledge of current and emerging developments for assigned area(s), assessing impacts, and collaborating with management to incorporate new trends and solutions.
• Promoting and enhancing organizational initiatives by supporting change management and enterprise priorities.

Sales Support Specialist

Actuary

• Provide accurate and timely reporting of metrics associated with Life profitability reporting, and continually look for ways to improve both speed and quality of the work, pivoting as necessary to meet changing business needs.
• Identifies and directs strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit for assigned areas(s) of responsibility.
• Directs, establishes, and implements priorities, performance goals and objectives to ensure departmental results for their assigned area(s) of responsibility.
• Directs/executes approved strategy decisions and contributes to strategy creation for assigned area(s) of responsibility.
• Clearly and concisely explain key drivers of deviations from prior expectations, varying exhibits and/or level of detail as appropriate
• Presents actuarial recommendations to various levels of management and other stakeholders serving as a subject matter expert.
• Proactively partners with senior management to develop and implement appropriate policies and practices to mitigate risk.
• Anticipates and provides strategies/solutions to complex actuarial problems and exhibits flexibility to provide answers to adhoc/mid-cycle questions.
• Partners effectively with various levels of management and other stakeholders to generate high-quality decisions.
• Communicate effectively with various stakeholders including Sales, ERM, Finance, Pricing, and Underwriting.
• Leverage their individual expertise to provide quality information to make informed decisions.
• Builds organizational capability within their assigned area(s) of responsibility.
• Collaborates with internal/external stakeholders to position solutions in an open and easy-to-understand manner, consistent with enterprise goals.
• Understand key drivers of profitability, anticipating and communicating how proposed changes may impact reported values.
• Review modeling and other technical work completed by the team for accuracy, providing actionable feedback as necessary.
• Provides guidance on the structure of actuarial models and assumption development and proper balance of precision and timeliness.
• Effectively manage a team of actuaries, ensuring appropriate development of both technical and softer skills.
• Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.
• Ensures that top talent is hired and retained for their assigned area(s) of responsibility.
• Builds organizational capability within their assigned area(s) of responsibility.

AVP, Actuary – Life Quality of New Business

• You will be responsible for the Group Protection technology enablement intake process, including triage of requests, coordination with leadership for prioritization, and confirmation of approved business case across the business ecosystem of all functional business areas
• You will serve as the business liaison engaging on new AI opportunities presented to the business for due diligence as part of our enterprise AI governance process
• You will lead the team providing Group Protection organizational readiness and project management activities and execution plans, supporting various initiatives across the business as needed, and prioritizing capacity and assignment according to business strategies
• You will maintain knowledge on current and emerging developments/trends, assess the impact, and collaborate with senior management to incorporate new trends and developments in current and future strategies
• You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
• In addition, you will identify and direct strategic process improvements that significantly reduce workloads or improve quality across the team, department and/or business unit
• You will provide training and development opportunities, including stretch assignments, for team members and give honest and open feedback to aid in the development of talent
• You will direct and evaluate departmental performance and take appropriate action to meet and/or exceed performance standards
• You will lead the Quarterly Portfolio Review (QPR) on behalf of Value Stream, define and presents quarterly priorities in the QPR memo
• In addition, you will own the Value Stream backlog and roadmap; prioritize Epics for the Value Stream
• You will synchronize the vision with Product Owners and manage cross-team dependencies

AVP, Product Manager

• Onboard new reinsurance transactions, making sure the treaty terms, data needs, and system requirements are clear and well documented
• Coordinate readiness with partners, helping upstream and downstream partners know what they need to deliver for a smooth go live
• Build and maintain straightforward, reliable processes and checks that help ensure accurate reinsurance administration and reporting
• Learn the background of each deal, including why it was done and what the expectations were when it was executed
• Pull together historical details and model results to help set expectations for how each transaction should perform going forward
• Help develop or update model tools that track settlements, financial metrics, and performance trends
• Prepare and communicate clear reviews of transaction performance, highlighting insights for partners across Finance, Accounting, Valuation, and the business
• Dig into issues when results don’t line up with expectations, working with partners to pinpoint what happened and how to fix it
• Support teams across the organization by helping answer questions about deal intent, performance, and data.