Senior Associate, PPLI Support

🔥 13 hours ago

🦌 Connecticut – Remote

🦌 Connecticut – Remote

💵 $52.5k - $84k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• Manage the end-to-end administration of Private Placement Life Insurance (PPLI) new business and case management activities • Own forms management, policy issuance, and policy delivery processes • Serve as a primary point of contact for PPLI Sales, Underwriting, Product, specialty brokers, and other business partners • Guide stakeholders through case requirements, status updates, and next steps • Review new business submissions for accuracy, completeness, and compliance • Collaborate with Underwriting on case approvals and policy issuance • Coordinate IDF implementation, planning, funding, and related case activities • Maintain PPLI forms and coordinate regulatory updates with Compliance, Legal, and State Filing teams • Process premium payments, renewals, fund transfers, and related Executive Benefits transactions • Research and resolve service, transaction, and reporting issues • Identify case-level risks, financial implications, process gaps, and service concerns • Contribute to team projects, process improvements, departmental initiatives, and enterprise changes

🎯 Requirements

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) • 1+ Years in Life Insurance or new business/case management that directly relates to the specific responsibilities of this role • Excellent written and verbal communication skills • Excellent organizational skills with the ability to prioritize workload and multitask while maintaining strict attention to detail • Ability to evaluate information and data trends, solve challenging but non-complex problems, apply sound judgment to draw conclusions and act effectively in situations with limited standardization • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

🏖️ Benefits

• Clearly defined career tracks and job levels • 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 • Annual Incentive Program eligibility • Potential long-term incentives and sales incentives • Lincoln’s standard benefits package