Senior Underwriting Consultant, Executive Benefits

Stelle nicht auf LinkedIn

🕒 vor 1 Monat

🦌 Connecticut – Remote

info

💵 $96.900 - $176.200 / Jahr

⏰ Vollzeit

🟠 Senior

📋 Underwriter

🗣️🇺🇸🇬🇧 Englisch erforderlich

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Logo of Lincoln Financial

Lincoln Financial

10.000+ Mitarbeiter

Gegründet 1905

💸 Finanzen

👥 HR Tech

Finance • HR Tech • Insurance

Lincoln Financial ist eine Organisation, die sich dem Schutz der Privatsphäre und Sicherheit ihrer Bewerber verpflichtet hat. Sie informiert aktiv über mögliche Rekrutierungsbetrügereien und beschreibt ihre robusten Einstellungsverfahren. Dabei wird klargestellt, dass während des Bewerbungsprozesses keine sensiblen persönlichen Informationen angefordert werden. Das Unternehmen bietet eine vielfältige Palette an Karrieremöglichkeiten in verschiedenen Bereichen wie Versicherungsmathematik, Finanzen, Recht und Kundenservice und setzt sich für die Wahrung der Chancengleichheit ein.

Beschreibung

• Support employer owned life insurance programs focused on executive and employee benefit funding solutions • Underwrite Guaranteed Issue (GI) and Simplified Issue (SI) COLI cases in accordance with carrier guidelines and program parameters • Analyze lives within executive and broad based COLI/BOLI/ICOLI programs • Determine appropriate ratings, underwriting actions, and capacity decisions • Review compensation data, employee classifications, and benefit structures • Assess financial justification consistent with employer owned life insurance standards • Ensure policy face amounts align with program intent and eligibility requirements • Underwrite in compliance with IRC §101(j) notice and consent requirements • Ensure adherence to carrier COLI governance standards and underwriting guidelines • Support internal review committees and large case decision processes • Perform medical underwriting as required • Apply thorough knowledge of Qualified Purchaser and Accredited Investor definitions to support program eligibility, structure, and regulatory alignment • Builds and maintains strong relationships with internal and external partners

🎯 Anforderungen

• Bachelor's degree or 4+ years of comparable work experience • 5-7+ years of experience in Underwriting Individual Life Insurance • Demonstrated Excellence in: Problem Solving / Analysis; Comprehension of Complex Information; Influencing Others; Risk Assessment; Demonstrated decision making using sound judgment; Negotiation Skills; Managing Conflict • Developed Skills in analyzing and interpreting complex financial documents including profit/loss statements, income statements, and balance sheets • Strong Written and Verbal Communication skills • Intermediate in: Microsoft Office (Outlook, Word, PowerPoint, Excel) • A demonstrated track record of working with minimal supervision, being a self-starter and working with others in a team environment

🏖️ Vorteile

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes • Leadership development and virtual training opportunities • PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Work arrangements that work for you • Effective productivity/technology tools and training

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