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Lincoln FinancialPosted 10/20/2026full-timeRemote • Connecticut • United StatesMid-LevelSenior💰 $84,375 - $135,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in underwriting Corporate-Owned Life Insurance (COLI) applications, evaluating complex financial risks, and ensuring regulatory compliance. Proficient in analyzing corporate financial statements and collaborating with cross-functional teams to optimize underwriting processes.
Highest-signal resume keywords
Underwriting Corporate-Owned Life Insurance (COLI)Evaluating Financial RisksAnalyzing Corporate Financial StatementsRegulatory ComplianceEffective Communication Skills
About the role
Key responsibilities & impact- Underwrite Corporate-Owned Life Insurance (COLI) applications, including corporate and institutionally sponsored programs
- Underwrite Guaranteed Issue (GI) and Simplified Issue (SI) COLI cases according to approved program designs, eligibility criteria, and carrier guidelines
- Evaluate complex financial and corporate risks for executives, key employees, and eligible participant populations
- Analyze corporate financial statements, program structures, and plan designs for underwriting standards, regulatory requirements, and risk tolerance
- Apply knowledge of Qualified Purchaser and Accredited Investor definitions to program eligibility, structure, and regulatory compliance
- Determine face amounts and policy terms using sound underwriting judgment
- Review and approve pre-issue and post-issue underwriting transactions, including policy changes and face amount adjustments
- Collaborate with Sales, New Business, Legal, Compliance, Actuarial, and Operations on case design and execution
- Identify underwriting trends, emerging risks, and process improvement opportunities
- Maintain current knowledge of COLI regulations, underwriting philosophies, and market practices
Requirements
What you’ll need- Bachelor's degree or equivalent work experience
- Effective verbal and written communication skills
- Ability to influence management/critical stakeholders
- Analytical skills and close attention to detail
- Ability to adapt quickly in a changing work environment
- Experience working with corporate owned life insurance (COLI) and/or bank owned life insurance (BOLI) programs (nice to have)
- Strong understanding of the institutional life insurance marketplace (nice to have)
- Experience in underwriting, operations, product management, client service, implementation, relationship management, or a related area (nice to have)
Benefits
Comp & perks- 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
- Standard benefits package
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
UnderwritingRisk EvaluationFinancial AnalysisPolicy DesignProgram Structure Analysis
Soft Skills
Attention to DetailAdaptabilityInfluencing Stakeholders
Industry Keywords
Corporate-Owned Life Insurance (COLI)Guaranteed Issue (GI)Simplified Issue (SI)Qualified PurchaserAccredited Investor