Senior Associate, PPLI Support

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Oversee the comprehensive management of Private Placement Life Insurance (PPLI) new business and case management operations.

• Take charge of forms management, policy issuance, and the processes related to policy delivery.

• Act as the main contact for PPLI Sales, Underwriting, Product teams, specialty brokers, and various business partners.

• Support stakeholders by guiding them through case requirements, providing status updates, and outlining next steps.

• Examine new business submissions to ensure accuracy, completeness, and regulatory compliance.

• Work together with Underwriting to secure case approvals and facilitate policy issuance.

• Manage the IDF implementation process, including planning, funding, and associated case activities.

• Maintain PPLI forms and oversee regulatory updates in collaboration with Compliance, Legal, and State Filing teams.

• Handle premium payments, renewals, fund transfers, and related transactions for Executive Benefits.

• Investigate and resolve issues concerning service, transactions, and reporting.

• Identify risks at the case level, financial consequences, process deficiencies, and service challenges.

• Contribute to team initiatives, process enhancements, departmental projects, and enterprise-level changes.

⛳️ Requirements

• Bachelor's degree or equivalent experience (4 years of relevant work experience can substitute for a Bachelor's degree).

• A minimum of 1 year in Life Insurance or new business/case management that pertains directly to the responsibilities of this position.

• Exceptional written and verbal communication capabilities.

• Strong organizational skills with the ability to prioritize tasks and manage multiple responsibilities while maintaining a keen attention to detail.

• Capability to analyze information and data trends, tackle complex problems, apply sound judgment to reach conclusions, and act effectively in situations lacking standardized procedures.

• Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

🏝️ Benefits

• Clearly defined career paths and job levels.

• Opportunities for leadership development and virtual training.

• Paid time off and parental leave.

• Competitive 401K plan and employee benefits.

• Access to free financial counseling, health coaching, and an employee assistance program.

• Tuition assistance program available.

• Flexible work arrangements to suit your needs.

• Access to effective productivity and technology tools along with training.

• Eligibility for the Annual Incentive Program.

• Possibility of long-term incentives and sales bonuses.

• Comprehensive benefits package from Lincoln.