Associate, Life Insurance Support, Inforce Management

Alternate Locations: Greensboro, NC (North Carolina)

 

 Work Arrangement:

Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace.

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74359

 

The Role at a Glance

As an Associate, Inforce Analyst, you will provide support to Customer Service, Legal, and other business units for client and agent requests.  These requests are related to policy performance and product features.  This position will also provide support to the IT department for system related issues.

What you'll be doing

•    Advises Legal and Compliance on detailed policy calculations
•    Supports administrative system corrections through IT
•    Furnishes Customer Service with solutions to complex client and agent requests related to performance of products
•    Verifies IRC Section 7702 and 7702A calculations
•    Evaluates administrative system calculations for Inforce products
•    Supports IRC filings
•    Suggests improvements in processes and procedures
•    Provides illustration support
•    Provide support on Ad hoc reports
•    Carries out duties in compliance with all state and federal regulations and guidelines
•    Complies with all company and site policies and procedures

-Remains current in profession and industry trends

-Makes a positive contribution as demonstrated by making suggestions for improvement, learning new skills, procedures and processes

 

What we’re looking for

•    Bachelor’s Degree (or 4+ Years of Experience in lieu of degree) – Concentration in business, accounting, or mathematics preferred
•    1 – 3 years of experience in financial service analysis - Life Insurance preferred
•    Strong Excel Skills required
•    Demonstrate strong problem solving and analytical skills.
•    Strong command of mathematical concepts such as algebra, fractions, percentages, ratios, averages, and standard deviations
•    Ability to work independently
•    Attention to detail/accuracy
•    Ability to prioritize
•    A demonstrated track record of consistently meeting and/or exceeding performance expectations
•    Possesses a bias for action and avoids workplace distractions
•    Drives performance targets to completion
 

Application Deadline

Applications received until 4/30/25

 

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

 

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

• 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

• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

• Effective productivity/technology tools and training

 

The pay range for this position is $42,800 - $77,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

 

About The Company

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, l