Lincoln Financial

Security Engineer

• Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
• Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role.
• Reviews and interprets disability insurance policies with specific attention to provisions related to other income and/or offsets.
• Contacts and educates claimants eligible for SSDI benefits.
• Explains both the differences and coordination between the disability policy/benefits and the SSA's benefits/adjudication.
• Provides initial guidance and continues on-going communication with claimants regarding their SS responsibilities and follow-up items until a final determination is made.
• Accurately posts SS offsets in applicable system(s).
• Develops and maintains working relationships with SSDI vendors and/or claimant attorneys.
• Works closely with internal benefits/claims teams; regularly providing information and updates regarding Social Security eligibility and determinations.
• Takes initiative to investigate issues and identify root causes; recommends solutions to improve operational effectiveness.
• Maintains and updates knowledge of SSDI guidelines and departmental policies & procedures.

Claims Examiner II – Social Security

Account Executive

• Building and maintaining business relationships
• Developing and maintaining understanding of Lincoln’s products
• Providing education, training & advice on Lincoln’s products
• Communicating with internal/external stakeholders
• Identifying and championing process improvements

Senior Sales Representative, Group Benefits

• 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 partner with your customers and the business to retain customers while adding additional lines of coverage to support the needs of their employees to effectively support growth in all segments of our product/service offerings.
• You will develop and maintain 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 customers ranging from 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 work through customer issues independently while collaborating with internal stakeholders to resolve issues in a timely manner.
• You will identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality.

Senior Account Director, Account Management – Central Region

Insurance

• Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for your assigned external wholesale area(s) of responsibility
• Build, enhance, and direct the relationship with the direct sales channels (Producer Groups, Point of Sale, & Agency channels) in Texas (territory excludes Houston)
• Build, direct, and maintain external wholesale sales programs/plans which result in an increase in sales revenue and market share within the assigned territory
• Conduct firm/institution meetings and in-person meetings to achieve sales targets (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities)
• Develop a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s) and is known by them
• Develop and maintain a more complex sales program to increase sales revenue and market share within assigned area of responsibility
• Maintain sales call data in appropriate systems and/or complete sales reports
• Utilize expense budgets to set limits and maximize sales opportunities within their assigned territory
• Work effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions
• Adhere to LFDs Culture of Compliance and comply with LFDs policies and procedures

External Wholesaler – Life Insurance

Claims Specialist

• Communicating with claimants, employers and various medical professionals through phone and e-mail to gather information regarding Long Term Disability Claims and state and federal benefits when applicable.
• Collaborating with fellow case managers, nurse case managers, vocational case managers, and consulting physicians to make appropriate, ethical, 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 throughout the life of the claim.
• Providing exceptional customer service and proactively recognizing customer needs and areas of opportunity.

Recertification Claims Specialist

Implementation Specialist

• Serve as the primary implementation lead for national accounts, building strong relationships with clients, brokers, consultants, and internal teams (claims, underwriting, billing, eligibility, etc.)
• Act as a trusted advisor, guiding clients through onboarding, enrollment strategy, and benefit education.
• Lead and facilitate meetings, including kickoff calls, status updates, and executive stakeholder reviews.
• Own the end-to-end implementation lifecycle, ensuring delivery on timelines, scope, and quality for complex group benefit programs.
• Develop and execute detailed project plans, monitor milestones, track deliverables, and proactively manage risks and dependencies.
• Document decisions, maintain clear communication, and manage expectations across all stakeholders.
• Provide guidance on communication strategies and enrollment best practices.
• Support finalist presentations and sales efforts by presenting implementation capabilities and approach.
• Partner closely with account management, absence consulting, and service teams to ensure a coordinated client experience.
• Serve as a liaison between internal teams to resolve issues and streamline processes.
• Lead or support complex initiatives, including acquisitions, divestitures, and large-scale client changes.
• Contribute to process improvement efforts that enhance efficiency, scalability, and the client experience.
• Identify opportunities to simplify workflows and improve implementation outcomes.

Senior Consultant, Implementation and Enrollment Manager

Account Manager

• Serving as a strategic partner to our retirement plan clients
• Leading a robust and experienced internal service team
• Capitalizing on your industry knowledge to provide thoughtful and proactive plan reviews, education strategies, and guidance on plan design
• Using your organizational and leadership skills to navigate through successful issue resolution
• Strategically presenting new products and services, as appropriate

Relationship Manager – Core Market

Relationship Manager – Mid/Large Market

Director

• You will maintain knowledge on current and emerging developments/trends to assess the impact and collaborate with management to incorporate new trends and developments in current and future solutions
• You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives
• You will identify and direct the implementation of process improvements that significantly reduce workloads or improve quality across the department
• You will provide subject matter expertise to team members and internal/external stakeholders on complex assignments/projects
• You will establish and implement priorities, performance goals and objectives to ensure group results
• You will direct and provide leadership to continually improve the capability and results
• You will direct all EDI, API and Electric File Exchange processing and administration ensuring the service delivery is accurate, timely and meets all internal service levels
• You will collaborate with Leadership on the development of all service levels
• In addition, you will collaborate with internal stakeholders to facilitate and ensure an understanding of the key service differentiators between Lincoln and its competitors
• You will perform root cause analysis of escalated issues to proactively prevent issues/concerns going forward
• In addition, you will provide EDI, API and Electronic File Exchange subject matter expertise and guidance to team members on complex escalated inquiries and/or concerns
• You will review and resolve complex EDI, API and Electronic File Exchange escalated issues and concerns

Director, EDI Management – API Integrations

Learning and Development

• Sets and executes the Learning & Development strategy, incorporating emerging trends and partnering with senior leadership to drive enterprise initiatives, change management, and continuous capability building.
• Leads the design and delivery of comprehensive training programs, ensuring alignment to business priorities, organizational readiness, and measurable improvements in performance, productivity, and quality.
• Establishes and drives performance outcomes, setting priorities, goals, and KPIs while monitoring results and taking action to meet or exceed business objectives.
• Builds and leads a high-performing team, including talent acquisition, development, coaching, and succession planning to strengthen organizational capability.
• Partners with business leaders and stakeholders to assess learning needs, provide strategic guidance, and ensure effective application of training to on-the-job performance.
• Drives operational excellence and innovation, including strategic process improvements, evaluation of training effectiveness, and optimization of resources (including budget oversight) to enhance impact and efficiency.

AVP, Claims Learning & Development

Vice President

• Lead and mentor a high performing, tenured team of Relationship Managers
• Ensure that top talent is hired and retained
• Direct, establish and implement priorities, performance goals and objectives to ensure departmental results
• Direct and evaluate departmental performance and take appropriate action to meet and/or exceed performance standards
• Provides strategic leadership and direction to continually improve the capability and results, including strategically developing, maintaining, and executing complex and robust client relationship management programs/plans ensuring internal/external clients' overall service needs are satisfied & achieve the business, retention and profitability objectives

AVP, RPS Relationship Management

Bilingual

• Conduct in-person and/or virtual meetings with Plan Sponsor/Participants to achieve assigned goals and metrics
• Meet or exceed established goals by increasing retirement plan participation, deferral rates, and average account balance leading to better participant outcomes and increased revenue & market share with assigned Plan Sponsor/Participant book of business
• Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants including targeted market segments, how they operate, and/or value proposition
• Support Relationship Management with retention efforts and look for opportunities to promote other Lincoln services and cross partner with appropriate internal stakeholders
• Drive asset retention by identifying rollover and distribution opportunities and delivering IRA solutions that retain assets with Lincoln while supporting participants' long-term retirement goals

Bilingual Retirement Consultant

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.
• Providing upfront assistance in deal structuring in order to achieve the desired accounting treatment.
• 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 ensuring 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 for both US GAAP and Statutory accounting to managers and executives throughout Lincoln.
• Identifying and resolving complex issues with internal and/or external auditors in a collaborative manner.

Senior Consultant, Accounting Policy

• Performing reinsurance accounting activities, including preparing, classifying, recording, maintaining, and reconciling General Ledger accounts, sub-ledgers, and subsystems in compliance with accepted accounting policies and principles.
• Preparing financial footnote information for SEC, GAAP, and statutory reporting.
• Communicating to management on recognized trends of issues/concerns.
• Communicating with third party reinsurers on identified discrepancies and resolving in a collaborative and timely fashion.
• Promoting and enhancing organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
• Conducting and/or participating in accounting projects.
• Providing accurate and timely reinsurance treaty administration which includes cash settlements and analyzing and validating data.
• Conducting quality assurance checks on journal entries and posting to General Ledger accounts.
• Determining classifications and recording financial transactions by applying accounting technique, standard practices, and accepted accounting policies and principles.
• Researching and providing accounting impacts on new and existing reinsurance structures/transactions.
• Ensuring the integrity of accounting records for completeness, accuracy, and compliance with accepted accounting policies and principles, internal controls, and SOX.
• Identifying and communicating to management process improvements that reduce workloads or improve quality.
• Identifying, researching, and resolving discrepancies or out of balance situations amongst assigned General Ledger accounts.
• Maintaining knowledge on current and emerging developments/trends, assessing the impact, and collaborating with management to incorporate new trends and developments in current and future solutions.
• Performing and delivering on routine assignments/projects while simultaneously leveraging and applying knowledge of his/her assigned area(s) of responsibility.
• Carrying out duties in compliance with all state and federal regulations and guidelines. Complying with all company and site policies and procedures.
• Making a positive contribution as demonstrated by making suggestions for improvement and continuing to learn new skills, procedures, and processes.
• Performing other duties as required.

Reinsurance Accounting Specialist

• 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.
• 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.