Senior Underwriting Consultant, Group Life Insurance – COLI/BOLI

Job not on LinkedIn

🔥 0 minutes ago

🦌 Connecticut – Remote

🦌 Connecticut – Remote

💵 $96.9k - $176.2k / year

⏰ Full Time

🟠 Senior

🔒 Insurance

👻 Ghost score 0%

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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

• Underwrite Guaranteed Issue (GI) and Simplified Issue (SI) COLI cases according to 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 • Adhere to carrier COLI governance standards and underwriting guidelines • Support internal review committees and large case decision processes • Perform medical underwriting as required • Apply knowledge of Qualified Purchaser and Accredited Investor definitions to support program eligibility, structure, and regulatory alignment • Build and maintain strong relationships with internal and external partners

🎯 Requirements

• 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, decision making, negotiation skills, and managing conflict • Skills in analyzing and interpreting complex financial documents including profit/loss statements, income statements, and balance sheets • Strong written and verbal communication skills • Intermediate proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel) • Track record of working with minimal supervision, being a self-starter, and working with others in a team environment • LOMA industry exams encouraged

🏖️ Benefits

• 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 • Long-term incentives may be available • Sales incentives may be available