Lincoln Financial

Claims Specialist

• Conduct initial and ongoing interviews with claimants
• Obtain and review medical records
• Make timely and ethical Short Term Disability claim determinations
• Communicate with claimants, employers and medical professionals by phone and email to gather claim information
• Collaborate with case managers, nurse case managers and consulting physicians
• Review complex medical records to determine approval durations and future action plans
• Complete accurate financial calculations according to company and state guidelines
• Provide exceptional customer service and proactively identify customer needs and opportunities
• Complete thorough training to develop skills for the role

Short Term Disability Claims Specialist

Account Manager

• Serve as a strategic partner to large-market retirement plan clients with plans over $250 million
• Develop and deliver business plans, proactive plan reviews, education strategies and plan-design guidance
• Lead an experienced internal service team
• Coach and mentor other relationship managers
• Navigate successful issue resolution using organizational and leadership skills
• Use solution-selling techniques to optimize new business opportunities, product enhancements and profitability within existing relationships
• Form new client relationships and ensure appropriate pricing and service offerings
• Strategize on plan optimization with a focus on client satisfaction and retention

Senior Relationship Manager – Retirement

Financial Planning and Analysis

• Perform investment accounting for General Account invested assets under Statutory, GAAP, Tax, and Management reporting frameworks
• Research and evaluate complex investment transactions and determine appropriate accounting treatment in accordance with applicable accounting standards and regulatory guidance
• Support monthly, quarterly, and annual close processes for fixed income securities, structured products, alternative investments, private placements, and mortgage loans
• Investigate and resolve accounting discrepancies with portfolio managers, asset managers, custodians, and internal business partners
• Prepare and review investment-related disclosures, statutory schedules, regulatory filings, earnings analyses, management reporting, and supporting documentation
• Conduct technical accounting research and provide recommendations on new investment strategies, transactions, asset classes, and emerging accounting requirements
• Respond to investment-related requests from rating agencies and support surveys, questionnaires, and external reporting requirements
• Maintain and enhance investment accounting controls, support SOX compliance, and identify process improvements
• Lead or participate in projects, system enhancements, and strategic initiatives impacting investment accounting and reporting
• Prepare technical accounting memoranda and communicate complex accounting matters to technical and non-technical stakeholders
• Review work, provide mentorship, and share technical expertise to support team development

Investment Accountant – Financial Reporting

Underwriter

• Lead the day-to-day operations of the Medical Underwriting team, including daily inventory planning and management
• Oversee evaluation of medical underwriting requirements and risk selection for employees covered under group policies
• Conduct complex case reviews and second sign-offs, determining approval or rejection
• Monitor operational performance, establish priorities, communicate goals, and hold the team accountable
• Partner with senior leadership on organizational vision and strategic direction
• Create and implement strategic plans to improve efficiency, capabilities, and scalability
• Maintain knowledge of current and emerging medical underwriting practices and share trends with the team
• Administer underwriting rules and guidelines, application quality audits, and applicable laws and regulations
• Provide training, development opportunities, stretch assignments, and constructive feedback
• Lead organizational and enterprise initiatives, change management, and employee engagement
• Recruit, hire, train, develop, and retain high-performing employees
• Build organizational capabilities for current and future business needs
• Serve as a resource to team members and internal and external stakeholders
• Build relationships with key partners, including distribution and project management teams
• Incorporate Quality Assurance and Training recommendations into development and performance measurement
• Ensure compliance with applicable state and federal regulations, guidelines, and company policies
• Remain current on professional and industry trends
• Identify and recommend improvements and develop new skills, procedures, and processes
• Perform other duties as required

Senior Manager, Group Medical Underwriting

Consultant

• Support day-to-day oversight of registered representatives in a wholesale broker-dealer environment
• Review and approve high-volume supervision items, including non-cash compensation and logoed-related orders
• Monitor gift and entertainment activity for policy, firm and regulatory compliance
• Conduct surveillance of email, text and social media communications
• Respond to field inquiries and provide practical supervision guidance
• Conduct annual interviews and training sessions with registered representatives
• Identify and escalate potential risks using business-aware judgment
• Contribute to or lead subject-matter-expert areas including NCC, communications, marketing, registration and complaints
• Partner with Compliance and Field Assurance to ensure effective oversight
• Deliver fast, accurate supervision in a high-volume environment
• Identify risks early without slowing business
• Build expertise and improve consistency and quality across reviews

Principal Consultant

Associate

• Answer approximately 50–60 customer calls per day regarding group insurance claims, including dental, life, disability and FMLA
• Provide claim information and verification of benefits to members
• Educate customers and employers about FMLA and disability products and advise on next steps
• Accurately notate claims and leaves using multiple applications and platforms
• Communicate with internal and external stakeholders by email and phone
• Identify, recommend and champion process improvements and organizational initiatives
• Complete six weeks of paid training Monday–Friday, 9:00am–5:30pm EST

Claims Care Associate

Sales

• Build and maintain business relationships to meet or exceed established sales goals, quotas or objectives by working directly with groups in the assigned territory
• Work with Advisors, Registered Representatives, Brokers, Plan Sponsors and Participants in the assigned territory to increase sales revenue and market share in ancillary products
• Maintain knowledge of current and emerging developments/trends for the assigned territory and products, assess impacts, and collaborate with management to incorporate trends into current and future solutions
• Develop and maintain understanding of LFG products, services, and operational structure to identify and target sales growth opportunities
• Provide education, information, training and advice on Lincoln’s products and services to assigned stakeholders
• Build and maintain business relationships via email, phone and in person with internal and external stakeholders
• Develop and execute basic plans to introduce Lincoln’s products, services, management and resources to stakeholders
• Identify, recommend and champion process improvements and organizational initiatives to positively influence the team and quality

Strategic Sales Executive, Group Benefits

General

• Serve as a product subject matter expert and provide full, fair appeal reviews for multiple product lines
• Perform and deliver appeals claims assignments and projects
• Analyze and manage a caseload of appeals claims
• Review, investigate, and make claim determinations regarding coverage, compensability, and claim appropriateness
• Provide technical information and detailed guidance to Claims management and teams regarding products, claims processes, regulations, and applicable systems
• Analyze and process claims by investigating and obtaining complex information
• Apply claim policies and procedures and engage internal/external resources for fair, ethical, and timely claim management
• Analyze and interpret complex coverage contracts to determine eligibility
• Identify, interpret, and resolve gaps in financial calculations and offsets
• Share technical knowledge regarding financial calculations involving complex contract provisions
• Research questions and escalations from Claims teams and liaise with Underwriting, Actuarial, Compliance, Account Management, and other stakeholders
• Explain policy details, claim processes, and claim determinations to customers
• Use internal reporting to identify trends and audit performance against team metrics
• Propose and develop practices and processes to improve performance and customer experience
• Apply policies and procedures regarding medical terminology, duration, functionality documentation, and claims workflow
• Provide detailed guidance and coaching to junior team members

Short Term Disability Appeals Specialist

Auditor

• Conduct quality assurance reviews and audits to identify trends, performance gaps, and customer experience opportunities
• Conduct PG reviews to identify trends, performance gaps, and customer experience opportunities
• Identify internal control weaknesses, process gaps, and business risks, including potential financial impacts
• Recommend and support corrective actions to strengthen controls and improve outcomes
• Analyze performance trends, audit results, and operational data to identify root causes and areas for improvement
• Recommend process enhancements, procedural changes, and performance improvement strategies
• Identify training needs and develop solutions to address knowledge or skill gaps
• Partner with leadership, finance, training, and operational teams to address identified risks and control deficiencies
• Communicate findings, recommendations, and action plans to key stakeholders
• Monitor remediation efforts to ensure successful and sustainable resolution of issues
• Serve as a subject matter expert and resource for escalated quality and service-related concerns
• Share technical knowledge and best practices with team members
• Develop, maintain, and deliver quality assurance documentation, training materials, and educational resources to improve performance and compliance

Senior Associate Quality Auditor – Long Term Disability

Security Engineer

• Execute the cybersecurity AI strategy by prioritizing and delivering production-grade agentic AI capabilities
• Define the architecture, evolution, and operating model for production agentic AI capabilities
• Lead critical AI solution programs across threat detection, investigations, incident response, threat hunting, and offensive security operations
• Design multi-agent workflows, tool integrations, and human-in-the-loop control points
• Build and maintain evaluation harnesses, regression testing, and observability for non-deterministic AI systems
• Analyze analyst and operator workflows to identify AI-driven efficiency, productivity, and security posture improvements
• Establish technical standards for agent design, evaluation, observability, regression testing, and reliability
• Design and deliver agents, prompting strategies, skills, and agentic workflows
• Write production-quality Python and build against modern LLM provider APIs and orchestration frameworks
• Influence cross-functional decisions involving AI orchestration, LLM providers, Amazon Bedrock, and secure solution architecture
• Champion responsible and compliant AI use with Legal, Compliance, and Risk
• Direct approved strategy decisions and contribute to strategy creation
• Provide strategic direction to build and enhance the capability
• Maintain knowledge of current and emerging developments and incorporate relevant trends into strategies
• Support organizational initiatives, change management, and enterprise initiatives
• Provide subject matter expertise to internal and external stakeholders
• Identify and direct strategic process improvements

AVP, Cybersecurity Engineer

Manager

• Oversee the Retirement Plan Operations Quality program
• Lead a team of Quality professionals and oversee vendor resources
• Drive the quality program’s strategy and execution to strengthen operational performance, mitigate risk, and enhance customer and business outcomes
• Mentor and develop talent
• Lead complex participant- and plan-level audits and reviews
• Oversee offshore vendor partners conducting participant-level audit activities
• Balance workloads, set priorities, and ensure work meets performance and documentation standards
• Hire, train, provide feedback to, and evaluate team members
• Lead complex reviews and testing for adherence to company procedures, regulatory requirements, Sarbanes-Oxley, ERISA, and critical controls
• Analyze audit results and operational data to identify trends, control gaps, root causes, and improvement opportunities
• Communicate audit findings, risk implications, and recommended actions to business stakeholders
• Develop and maintain quality metrics and scorecards
• Recommend and implement process, procedure, and control improvements
• Partner with stakeholders on corrective action plans, issue resolution, and remediation monitoring

Senior Manager, Quality Audit

• Support the claims organization by calculating and issuing short- and/or long-term disability payments
• Establish increasingly complex payments in the system
• Document claims accurately and comprehensively
• Update and maintain payment tracking systems with key dates and outcomes
• Partner with internal and external areas to achieve financial accuracy and stability for claimants
• Use contracts, state guidelines, and other income earnings to determine and calculate benefits
• Communicate by email or phone with employers, claims specialists, and claimants to obtain financial data and other information
• Gather and review decision-making information from claim case managers, claimants, vendors, and customer contacts
• Work independently under established procedures and guidelines, meet service-level and performance deadlines, and make routine and non-routine decisions
• Apply expanded knowledge to increasingly complex situations and continue acquiring role-related knowledge
• Establish follow-up tasks for claims examiners requiring payment adjustments or oversight
• Identify and act on claims with potential benefit offsets based on other income sources
• Adhere to Sarbanes-Oxley financial controls, corporate compliance, and GAAP

Payment Specialist – Long Term Disability

Processor

• Manage premium and billing applications, including configuration/setup of new accounts in applicable systems
• Research discrepancies and conduct analysis to determine root cause
• Ensure information is complete and in good order
• Monitor premium and billing for proper completion, including balancing expenses
• Troubleshoot premium and billing issues and resolve root causes
• Manage basic reporting and complete terminations and reinstatements
• Handle transfers of payments as needed
• Provide customer service to internal and external stakeholders
• Manage premium and billing cases according to established procedures and guidelines while meeting quality and production standards
• Escalate complex issues and concerns to senior team members or management
• Identify, recommend, and champion process improvements and organizational initiatives

Premium & Billing Service Processor

Accountant

• Support the monthly statutory close process for derivative investments by preparing accounting entries, schedules, and supporting documentation
• Prepare and maintain statutory reporting schedules and analyses
• Assist with statutory hedge accounting activities, documentation, designated hedge tracking, and required reporting
• Perform reconciliations of derivative-related accounts and research routine variances
• Review derivative activity and settlements for accurate recording and source documentation
• Execute assigned SOX controls and maintain control-environment documentation
• Support internal and external audits, examinations, and regulatory requests
• Validate completeness and accuracy of derivative data, cash flows, and reporting outputs
• Identify process inefficiencies and recommend improvements to templates, procedures, and workflows
• Support system implementations, testing activities, and process changes

Senior Associate, Derivatives Accountant

Director

• Perform in-depth reviews of property operating statements and identify positive and/or negative trends
• Monitor complex loan structures and borrower business plans, reporting to senior management quarterly and/or ad hoc
• Manage loan covenants and triggers with internal and external partners, ensuring compliance with loan documents
• Support active management of troubled, watch, and surveillance loans monthly or quarterly
• Ensure data integrity at property and loan level for portfolio analytics and reporting
• Identify and communicate process improvements to senior management
• Liaise with servicing and production teams to analyze underwriting-related servicing requests, including special servicing requests, lease approvals, collateral releases, substitutions, and sale and assumptions
• Make written and verbal approval recommendations to senior management
• Maintain knowledge of market fundamentals such as rental rates, occupancy, capital market trends, and transaction activity for assigned geographic areas
• Stay apprised of market headlines affecting commercial real estate for reporting and analytics
• Travel domestically for property inspections and conference events as needed
• May provide portfolio management support to the real estate private equity team
• Collaborate across departments within the commercial real estate and overall investment team