Lincoln Financial

Manager

• Provide leadership, coaching and development to your team of roughly 8-10 LTD Claims Examiners.
• Oversee full, fair, and timely appeal handling for various products, including Disability, Life, Worksite, and Dental claims.
• Ensure your team is compliant with all internal processes along with external state and federal regulations.
• Ensure your team is meeting department goals.
• Build and foster effective relationships across various departments within Lincoln's Group Protection Organization.
• Maintain knowledge on current and emerging developments/trends for long-term disability, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Provide training and development opportunities, including stretch assignments, for team members and give honest and open feedback to aid in the development of talent.
• Serve as a resource to team members and internal/external stakeholders on more complex assignments/projects.
• Review and resolve more complex escalated issues and concerns for assigned area(s) of responsibilities.
• Identify and communicate claims trends and issues to management. Develop mitigation plans.

Manager, Long Term Disability Claims

Account Executive

• 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.
• Develop and maintains an understanding of LFG's products, services, and operational structure to enhance ability to identify and target sales growth opportunities.
• Provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
• Build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
• Develop and execute basic plans to increase/gain opportunities to introduce Lincoln’s products/services, management & other resources to stakeholders.
• Identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

Senior Account Director, Group Benefits Sales

Human Resources

• Oversees maintenance of employee data in appropriate HR system(s) and determine resolution for routine issues and recommends options/solutions for unusual situations to appropriate management for assigned area of responsibility.
• Maintains data integrity across HR systems, including auditing, correcting, and managing employee history records and workflow inputs.
• Researches and resolves increasingly more complex HRIS issues, unexpected results or process flaw-type questions from the IT Help Desk and/or escalated Tier 2 cases from HR Service Center.
• Documents all research within the HR Case Management system.
• Maintains a high level of compliance knowledge (Federal, State &/or Local) as it applies to Garnishments, Sec 125, 401K, Deferred Compensation, imputed income, etc. & any other wages/deduction & it's impact to an employee’s pay statement or taxable wages.
• Ensures compliance with federal, state, and local regulations, including payroll rules, tax implications, garnishments, and I‑9 retention/purge requirements.
• Manages and ensures timely resolution of GL items, outstanding checks, NOC returns, TXNA deductions, and other payroll‑related exceptions within assigned areas.
• Resolves routine tax and payroll-related inquiries, escalating complex issues to appropriate SMEs.
• Responds to employee, manager and other business partners’ inquiries professionally and accurately using excellent written and/or verbal skills yielding a high-quality employee experience.
• Assists in the planning, development, and support automation and process improvements related to employee data maintenance, Time Management, and HR operations.
• Participates as a project team member related to HR/HR Operations projects and process improvements, including but not limited to the automation of day-to-day maintenance activities, off cycle processes and/or new system functionality.
• Consults with management and applicable stakeholders on identified trends for assigned areas of responsibility and to provide support where needed.
• Supports process and procedure documentation efforts as applicable and trains team members on system changes and data management process changes & reviews materials with managers to ensure consistency with team member training opportunities.
• Serves as the primary point of contact for escalated HRIS, payroll, and data-related system issues, performing research, auditing, troubleshooting, and documentation.
• Recommends process improvements to management that will enhance current processes, reduce redundancy, help eliminate errors, and enhance employee experience.
• Works closely and effectively with internal partners in IT HR Support, HR Operations, Benefits, and other teams pertinent to optimal service delivery.
• Shares technical knowledge with team members on system capabilities/limitations.
• Provides data for internal and external audits as applicable.

Senior Administrator – HR Ops

• You will 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.
• You will develop and maintains an understanding of LFG's products, services and operational structure to enhance ability to identify and target sales growth opportunities.
• You will provide education, information, training & advice on Lincoln’s products & services (including sales support tools, marketing ideas, etc.) to assigned Advisors, Registered Representatives, Brokers and/or Plan Sponsor/Participants.
• You will build and maintain business relationships through effective communication via email, phone and in person with internal/external stakeholders in a customer centric and professional demeanor.
• You will develop and execute basic plans to increase/gain opportunities to introduce Lincoln’s products/services, management & other resources to stakeholders.
• You will identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

Senior Sales Representative, Group Benefits

Actuary

• Own production of new business profitability and risk reporting for ERM’s monthly new business tracker and quarterly Product Risk Committee (PRC) exhibits and materials
• Support governance oversight of quality of new business actual and forecasted metrics
• Assist in the review of new product strategies, development, design, pricing, and implementation
• Support assumptions oversight for multiple operations, including assumption development, modeling, annual updates, and risk assessments
• Support the development of risk/return pricing standards and risk management methodologies based on actuarial and capital markets/economic principles
• Establish effective working relationships throughout the organization, both at the corporate level and within the businesses
• Build business and actuarial acumen across various product lines in terms of product knowledge, risk profiles, modeling approach, and reserve requirements
• Monitor and analyze developments in actuarial techniques, laws, regulations, and competitive developments in the marketplace
• Implement process improvements, consistency, governance, controls, and oversight
• Streamline and automate the new business profitability and risk reporting process, leveraging AI tools (Claude / CoPilot)
• Create an ERM new business risk repository / data warehouse to support analytics, strategic insights and decision making
• Support the advancement of high visibility financial metrics and dashboards for use in strategic planning
• Participate in ad hoc projects related to product development, implementation, inforce management, and corporate risk management initiatives
• Assist in the buildout of Lincoln Financials’ risk appetite framework for new business

Associate Actuary, ERM – Product and Actuarial Risk

Financial Planning and Analysis

• Owning the accuracy, completeness, and clarity of reported Life financials and delivering timely executive ready analysis that explains results drivers across earnings, capital, and cash flows; including mortality, persistency, expense, new business mix, reinsurance, alternatives, and spread dynamics
• Serving as the center of gravity for enterprise initiatives that impact Life financials by applying deep understanding of the Life income statement balance sheet and key metrics and ensuring changes are translated into reliable reporting and insights
• Originating and leading value creation initiatives with an asset and liability focus in partnership with Actuarial, Investments, Treasury, and Product to improve spread, unlock capital, optimize reinsurance, and enhance earnings quality
• Maintaining knowledge on current and emerging developments and trends for the assigned area of responsibility assessing the impact and collaborating with executive and senior management to incorporate new trends and developments in current and future strategies
• Leading the identification development and implementation of strategic process improvements that significantly reduce workloads or improve quality across the team business unit and the organization for the assigned area of responsibility
• Leading and enhancing organizational initiatives by positively influencing and supporting change management and enterprise initiatives within the assigned area of responsibility
• Providing training and development opportunities including stretch assignments for team members and giving honest and open feedback to aid in the development of talent
• Leading establishing and implementing priorities performance goals and objectives to achieve key business results for the assigned area of responsibility
• Guiding and evaluating departmental performance and taking appropriate action to meet and exceed performance standards for the assigned area of responsibility
• Providing thought leadership and functional expertise to internal and external stakeholders for the assigned area of responsibility with emphasis on Life earnings sensitivity, capital consumption, risk appetite, and rating agency considerations
• Overseeing and leading the comprehensive analysis and reporting of financial information to support and drive strategic executive decision-making including board and committee materials
• Leading and overseeing departmental and enterprise-wide projects, so senior stakeholders have actionable and valuable financial information that enables decision making and successful outcomes for initiatives such as reinsurance transactions, product launches, assumption reviews, and investment strategy changes
• Ensuring that risks exposure and key business issues are identified early properly analyzed escalated when appropriate and resolved with clear ownership
• Developing and implementing overall financial analysis policies and procedures that strengthen controls standardize methodologies and improve comparability across periods
• Analyzing complex financial information and providing strategic insights and clear recommendations to key senior executive stakeholders

VP, Life Reporting, Financial Analysis

• Leads the design and implementation of a robust reporting and analytics framework to measure pricing execution and performance against targets.
• Oversee development of forecasting capabilities to predict quote outcomes for new and inforce customers.
• Collaborates with stakeholders to translate complex data into clear, actionable insights and recommendations.
• Ensures accuracy and completeness of reporting by championing process reliability and continuous improvement.
• Develops and maintains knowledge of internal quoting systems, data flows, and technical requirements to support reporting and analytics.
• Maintains various tracking tools to and develops them further to support achieving our profitability and growth goals.
• Consumes and interprets technical information to enable data-driven decision-making.
• Provides thought leadership on pricing analytics and reporting strategy, identifying opportunities for innovation and efficiency.
• Coaches and develop team members, fostering technical and business expertise.
• Builds strong engagement with internal stakeholders, aligning with organizational values and leadership attributes.

Actuary, Disability & Leave Pricing

• Support senior sales representatives by managing triage requests, assisting with renewals, coordinating with brokers and internal teams, and ensuring accurate processing from sale to issuance.
• Build and maintain broker and client relationships to support sales growth, enrollments/renewals, and increase awareness of Lincoln Financial Group’s products and services.
• Develop and execute basic sales plans, including profiling brokers/customers, identifying growth opportunities, meeting or exceeding sales goals, quotas, and reporting requirements.
• Collaborate with internal teams to improve processes, align proposals and marketing materials, and maintain accurate sales reporting.
• Build and maintain business relationships through effective communication via email, phone, and in person with internal/external stakeholders in a customer centric and professional demeanor.

Associate Sales Rep, Group Protection

• Gain a thorough understanding of the existing AXIS payout annuity model and its applications.
• Take ownership of the payout annuity model, ensuring the accuracy, consistency, and efficiency of model operations and results.
• Help in leading the development of the payout annuity model to support critical business processes, including Stat, GAAP, and Tax Reserve reporting, Asset Adequacy Testing, Asset/Liability Management, Financial Plan and Economic Capital projections.
• Collaborate on the development of end user tools to support model validation and analysis.
• Ensure proper documentation, review, and validation of model developments and enhancements.

Actuary, Annuity Model Development

Consultant

• Partners with internal stakeholders and business leaders to design more complex business solutions which result in enhanced quality and reduced cost
• Identifies and/or validates if the proposed solution will meet the business needs
• Provides more complex recommendations and guidance on alternative approaches and/or solutions to meet business needs
• Collaborates effectively with management & appropriate stakeholders on issues or impacts to the business
• Identifies departmental impacts and initiative resourcing needs
• Delivers consistent project artifacts/templates, techniques, and adherence in support of initiatives
• 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

Portfolio Development Consultant

Project Manager

• Maintaining knowledge on current and emerging trends, assessing impact, and collaborating with senior management to incorporate improvements
• Directing organizational initiatives and supporting change management across Finance PMO and Consulting
• Establishing priorities, goals, and objectives to ensure team and portfolio success
• Providing coaching, mentoring, and structured development opportunities for team members, including skill gap assessments and training programs
• Serving as a subject matter expert to direct reports and team members as well as applicable internal/external stakeholders on project management and business analysis best practice standards, templates and practices
• Ensuring personal and team compliance with PMO governance standards, maintaining and enhancing process documentation, templates, and adherence
• Overseeing strategic portfolio meetings focused on prioritization and value delivery rather than status reporting
• Managing project intake and initial assessment for duration, effort, and complexity
• Delivering accurate team metrics, dashboards, and reporting for leadership, including maintaining project master and tollgate updates
• Directing and delivering complex projects conforming to PMO and BA standards and methodologies, including quality reviews and stakeholder engagement
• Using structured requirements process, clearly articulating, documenting and validating complex business requirements
• Providing expertise and collaborating with internal and/or external stakeholders to assess, select and recommend complex solutions and/or alternative approaches that will achieve business goals
• Building organizational capability through mentoring frameworks, peer review processes, and onboarding materials for business partners
• Designing stakeholder education materials on PMO processes and implementing feedback loops to improve service and value

Director, Project Management

Claims Specialist

• Communicating with claimants, employers and various medical professionals through phone and e-mail to gather information regarding Short Term Disability Claims, Family Medical Leaves, and state benefits when applicable.
• 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.

Integrated Absence Claims Specialist

• Assist Director (LFD Finance) with the generation of a monthly Private Market Funds sales forecast
• Assist the team analysts with the generation of sales forecasts for RSD (Annuities, 401(k)) & ISD (Life, MoneyGuard (LTC), and Executive Benefits)
• Run forecast scenarios through Anaplan, ensuring correct inputs and assumptions
• Support updates to forecast assumptions, trends, and variance explanations
• Assist with documentation of forecast changes and preparation of materials for Product Heads and Distribution leadership
• Support development of Private Market Funds, RSD & ISD annual and quarterly sales plans, goals, and projections
• Produce daily, weekly, and monthly sales performance reports supporting both Senior Analysts
• Maintain and distribute dashboards tracking production, pipeline, and key performance metrics across product lines
• Prepare and validate datasets used for forecasting, planning, and leadership updates

Financial Analysis Specialist

Events

• Act as a subject matter expert for the day-to-day planning and operations of programs, events, and conferences across the entire LFG enterprise
• Develop and execute on large and complex internal and external meetings, events, conferences, tradeshows, and seminars that support firm and industry objectives across LFG
• Provide event planning and project management support to internal/external stakeholders on complex assignments/projects by being proactive, strategic, and effectively influencing outcomes for in person, virtual and hybrid events
• Create and distribute complex program statements of work (SOW)
• Coordinate roles and responsibilities for internal project teams across the enterprise for successful completion of programs and events
• Lead planner for all event logistics including project plan, planning meetings, registration, rooming list, food and beverage, audio visual, show flows, rehearsals, vendor management, off site events, continuing education, sponsor management, transportation, dinners and VIP arrangements
• Perform site inspections, as required, to ensure selected venues can meet client event and stakeholder requirements
• Act as the liaison between compliance, legal, procurement, marketing, creative services and finance throughout the planning process
• Conduct vendor sourcing for DMCs, event platforms, AV, staffing, and other services including identification, negotiation, and contracting to meet specific client requirements
• Oversee post-meeting evaluations, sharing results with clients and tracking results for reporting purposes
• Maintain relationships with clients, vendors, onsite staff, meeting coordinators, and other partners to ensure the successful delivery of services to meet client expectations
• Carry out duties in compliance with all state and federal regulations and guidelines.
• Comply with all company and site policies and procedures
• 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 solutions
• Direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
• Identify and direct the implementation of process improvements that significantly improve quality across the team, department and/or business unit

Events Specialist

Administrative Assistant

• Delivering routine work independently, in accordance with established procedures and guidelines, in a timely manner and meeting deadlines appropriately.
• Partnering with assigned Vice President(s) on Outlook calendar management including scheduling and prioritization.
• Coordinating business-related travel arrangements for assigned Vice President(s), as needed.
• Planning and coordinating special events as needed.
• Organizing and maintaining assigned Vice President(s) correspondence and records, following up on pending matters as needed.
• Sorting, reviewing, and distributing assigned Vice President(s) mail.
• Entering assigned Vice President(s) expenses reports into appropriate systems.
• Processing invoices for prompt payment as needed.
• Ordering supplies and coordinating routine maintenance and repairs to office equipment as needed.
• Performing other duties as required.
• Working overtime as needed.