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Sr. Consultant, Life Inforce Management

Lincoln Financial Group Greensboro, NC

Job Description

Alternate Locations: Greensboro, NC (North Carolina)

Relocation assistance is not available for this opportunity.

Requisition #43381

About the Company

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

The Role

As the Sr. Consultant, LifeInforce Management, you will serve as a technical resource to develop complex spreadsheet models and rate files for insurance products. You will provide subject matter expertise and train end-users on use of models. You will also lead complex issue resolution and advise IT to ensure calculations in administrative systems appropriately align to insurance products.


  • Leads initiatives to update or build new complex calculations in Excel and develop user-friendly models/spreadsheets which explain and illustrate policy performance of insurance products
  • Rigorously tests and protects models for accuracy and reliability
  • Provides subject matter expertise to internal teams; trains end-users on use of models and develops step-by-step instructions
  • Serves as a technical resource to review and resolve complex issues; revises calculations/models as needed
  • Leads projects related to productadministration for applicable administrative systems and illistration systems
  • Quality checks policy information and calculations in these same administrative systems
  • Advises IT on proposed updates/changes to administrative systems to ensure systems accurately reflect calculations and how product performs per policy specifications
  • Reviews IRS code calculations prepared by internal and external stakeholders and codes calculations into Excel spreadsheets
  • Recommends and implements improvements in processes and procedures within the department and other business areas
  • Provides support on ad hoc reports and assignments as needed


  • 4 Year Bachelor's degree or 4+ years of equivalent work experience. Bachelor's in business, accounting, or mathematics preferred


  • 5 7+ years of experience in the Life Insurance industry building complex calculations and/or building complex spreadsheet models and rate files
  • Expert in coding of complex calculations in Excel and/or other programming language
  • Confident, comfortable communicator with strong written and verbal communication skills
  • Ability to analyze complex information and to evaluate the implications of a course of action or solution
  • Define problems, collect data, establish facts and draw valid conclusions
  • Demonstrated ability to identify and recommend processes improvements
  • Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
  • Proficiency with Microsoft Office Suite (Word, PowerPoint, Outlook)

This position may be subject to Lincolns Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Lincoln Financial Group (LFG) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

Job Details

Date Posted December 20, 2017
Date Closes January 19, 2018
Requisition 43381-en_US
Located In Greensboro, NC
Department Product Development
SOC Category 00-0000.00