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Posted: Tuesday, February 27, 2018 2:34 PM

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Alternate Locations: Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Work from Home

Relocation assistance is not available for this opportunity.

Requisition #47761

About the Company

Lincoln Financial Group provides advice and solutions that help empower Americans 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 company had $222 billion in assets under management as of March 31, 2015.

The Role

As an IndividualLife Audit Underwriting Consultant, you will be responsible for auditing underwriting cases forLincoln's Life & Customer Solutions Business - all medical, financial, non-medical, reinsurance, legal, documentation, communication and any processing issues. You will develop reports for individual, team and department level and identify trends.


  • Audits cases underwritten forLife Solutions up to $10 Million Face Amount and through age 85
  • Evaluates caseload to validate and determine appropriate course of action regarding underwriting requirements and offer was made within approval limit
  • Develops reports on audit findings, including identifying most common errors and trends.
  • Manages the audit process efficiently and effectively for assigned caseloads including changing priorities as needed, being open to different approaches and views on underwriting issues
  • Evaluates and identifies trends and issues and offers resolutions.
  • Serves as a resource or prepares written documentation in one or more underwriting topics
  • Consults with appropriate internal stakeholders and management on assigned cases
  • Takes ownership of case with respect to communications with management staff
  • Develops and communicates presentations given to internal stakeholders (e.g. underwriters).
  • Collaborates with internal stakeholders (e.g. underwriting team and medical staff)to select profitable risks
  • Identifies and communicates different and new alternatives to improve process or underwriting approach
  • Maintains current knowledge of underwriting regulatory rules/requirements and emerging issues/trends, assess the impact, and ensures that new trends/developments are appropriately incorporated in current and future solutions.
  • Represents Lincoln at industry/meetings, acquires underwriting intelligence, shares information internally


  • Undergraduate Degree or 4+ years of equivalent work experience required
  • Underwriting - including medical, non-medical and financial risk selection
  • EKG Certification preferred but not required
  • ALU 101, ALU 201, ALU 202 and LOMApreferred


  • 6 - 10+ years of Individual Life Underwriting experience with a $10 million approval limit or higher
  • Experience with automated underwriting systems preferred
  • Experience underwriting Long Term Care Products preferred but not required
  • Expertise in analyzing and interpreting complex financial documents including profit/loss statements, income statements, and balance sheets
  • Ability to read and interpret EKG reports and/or EKG Certification
  • Proficient in Microsoft Excel
  • A demonstrated track record of working with minimal supervision, being a self-starter and working with others in a team environment
  • A demonstrated track record of consistently meeting and/or exceeding performance expectations


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.

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• Location: Hartford

• Post ID: 23360042 connecticut is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018