Specialist, Stable Value Contracts

Job not on LinkedIn

🔥 14 minutes ago

🌾 Nebraska, North Carolina, +1 more states – Remote

🌾 Nebraska – Remote 🌲 North Carolina – Remote 🔔 Pennsylvania – Remote

💵 $55.7k - $100.2k / year

⏰ Full Time

🟢 Junior

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💸 Finance

👥 HR Tech

Finance • HR Tech • Insurance

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

• Serves as key accountable party for independent review and analysis of new stable value contracts and contract amendments, ensuring specified terms and delivered services are accurately captured. • Researches and responds to inquiries on new and existing contracts, making determinations and advising stakeholders on next steps. • Collaborates with Product Management to assess how new product offerings involving stable value funds will affect current and future contract documentation. • Ensures the Stable Value database is fully leveraged to support end-to-end contract lifecycle management in compliance with applicable state filing restrictions. • Partners with internal stakeholders to ensure accurate and compliant transfer of key information into the stable value database, including crediting rates and state regulatory requirements. • Adheres to all applicable statutes, regulations, and company protocols; stays current with the state filing team and applicable filing restrictions. • Resolves issues by reviewing data and engaging appropriate internal/external stakeholders to identify root causes within the process. • Provides information, education, and training on processes, procedures, products, and services within assigned area(s) of responsibility. • Performs and delivers on routine assignments and projects, applying subject matter knowledge within assigned area(s) of responsibility. • Provides input on the potential impact of proposed processes on current operational approach and compatibility with applicable systems. • Identifies and communicates process improvements to management that reduce workload or improve quality within assigned area(s) of responsibility. • Maintains awareness of current and emerging trends within assigned area(s) of responsibility, assesses their impact, and collaborates with management to incorporate relevant developments into current and future solutions. • Supports organizational initiatives by positively influencing and advancing change management efforts at the departmental and/or enterprise level. • Participates in and contributes to projects related to Stable Value or Workplace Solutions, as needed.

🎯 Requirements

• 1 - 3 Years of experience in retirement plan operations and/or retirement plan/contract experience • Strong analytical, problem solving, and data interpretation skills, including the ability to evaluate trends and apply mathematical concepts. • Excellent judgment, discretion, and organizational skills with the ability to prioritize, multitask, and manage projects in a fast paced environment. • Effective communicator and collaborator with strong interpersonal and relationship management skills; able to influence and build consensus. • Proficiency with Excel and the rest of the Microsoft Office suite (Word, Outlook, PowerPoint), esp. handling and analyzing large datasets, use of pivot tables, and development of reports that support business decision-making. • Ability to perform under stress in cases of emergency, critical or hazardous situations. • Ability to work with others in a team environment. • Demonstrates solid relationship management skills with internal clients (e.g. management, peers and colleagues). • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task in a time-sensitive environment, while maintaining strict attention to detail and meeting deadlines. • Demonstrates strong interpersonal skills with a collaborative style. • Demonstrates the ability to use sound judgment and discretion regarding confidential information. • Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding. • Successfully completes regulatory and job training requirements. • Ability to travel up to 10% as needed.

🏖️ Benefits

• PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Effective productivity/technology tools and training