Alternate Locations: Work from Home

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 76584

The Role at a Glance

We are excited to bring on a PPLI Client Experience Specialist to support the Retail Solutions business in a work from home environment.

Background Details
As a PPLI Client Experience Specialist, you will manage the end-to-end administration of the Private Placement Life Insurance (PPLI) policy life cycle, including new business and case management, forms management, policy issuance, policy delivery, post-issue transactions, incoming requests and inquiries, and the death claim process. Serving as a key point of contact for PPLI Sales, Underwriting, Product, specialty brokers, and other business partners, you will guide stakeholders through case requirements, status updates, and next steps while ensuring new business submissions are accurate, complete, and compliant.

In partnership with Underwriting and Product teams, you will support case approvals, policy issuance, IDF implementation, planning, and funding activities. You will also support operational functions across PPLI and Executive Benefits products (COLI, BOLI, and ICOLI) by processing premium payments, renewals, fund transfers, and related transactions. Additionally, you will maintain PPLI forms and coordinate regulatory updates with Compliance, Legal, and State Filing teams, resolve service and reporting issues, identify operational risks and process improvement opportunities, take the lead on defining workflows and maintaining procedures and reporting, and contribute to departmental initiatives that enhance efficiency, service delivery, and business outcomes.

This is a collaborative, fast-paced role where priorities can change quickly, and success depends on building strong relationships with sophisticated brokers and quickly learning complex life insurance products and investment options. If this sounds like a role for you, please read on!

What you'll be doing

You will own the end-to-end PPLI policy life cycle, from new business and case management and policy issuance through all post-issue transaction processing and incoming requests and inquiries, to the death claim process, while building and maintaining strong, trusted relationships with sophisticated brokers, distribution partners, underwriters, and key internal stakeholders.
You will serve as a primary point of contact for PPLI Sales, Underwriting, Product, specialty brokers, and other partners, providing clear, proactive guidance on case requirements, status, and next steps.
You will review new business submissions for accuracy, completeness, and compliance with established requirements and resolve routine discrepancies before advancing cases.
You will collaborate with Underwriting to support case approval and complete policy issuance activities within the new business platform. You will also coordinate with Product and other partners to support IDF implementation, planning, funding, and related case activities.
You will maintain PPLI forms and coordinate updates with Compliance, Legal, and State Filing to support timely and accurate regulatory submissions.
You will perform assigned PPLI post-issue and Executive Benefits operational activities, including premium payments, renewals, fund transfers, and related transactions.
You will research and resolve challenging but well-defined service, transaction, and reporting issues using established procedures, reports, and available resources, escalating exceptions as appropriate.
You will identify case-level risks, financial implications, process gaps, or service concerns and communicate findings and recommend next steps to appropriate partners.
You will lead process improvement by identifying efficiencies, defining workflows, maintaining and updating procedures, and producing reporting, while also contributing to team projects and supporting the implementation of departmental and enterprise changes.
You will stay flexible and collaborative in a fast-paced, changing environment, reprioritizing and pivoting quickly as case needs and business priorities shift.

What we’re looking for

4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
1+ Years of experience in a client-, broker-, or partner-facing role in a service, operations, or case management environment; life insurance new business/case management experience is a plus but not required
Excellent written and verbal communication and collaboration skills, with a proven ability to build and maintain strong relationships with sophisticated brokers
Excellent organizational skills with the ability to prioritize workload and multitask while maintaining strict attention to detail, and comfort working in a fast-paced environment where priorities change quickly
Ability to evaluate information and data trends, solve challenging but non-complex problems, apply sound judgment to draw conclusions and act effectively in situations with limited standardization.
Interest in process and continuous improvement, with the ability to define workflows, document procedures, and create reporting
Ability to learn complex life insurance products and related investment options quickly
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Application Deadline

Applications for this position will be accepted through November 30, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, 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 of Lincoln's core values and leadership attributes
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

The pay range for this position is $52,500 - $84,000 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 (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s 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 Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") 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, age, national origin or disability. Opportunities throughout Lincoln are available to employees and 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 (866) 922-6543.

This Employer Participates in E-Verify. See the E-Verify notices.

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Lincoln Financial

PPLI Client Experience Specialist

About the Job

Requirements

Responsibilities

Desired Qualifications

The Role at a Glance

What you'll be doing

What we’re looking for

Application Deadline

About the Company

Lincoln Financial

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