Sr. Associate, PPLI

Be Aware of Fraudulent Recruiting Activities

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  if you encounter a recruiter or see a job opportunity that seems suspicious.

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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

• You will own the end-to-end PPLI new business process, including forms management, policy issuance, and policy delivery, while building and maintaining effective relationships with distribution partners, brokers, 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 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 completes 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 coordinates 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 recommended next steps to appropriate partners.
• You will contribute to team projects and process improvements by sharing operational insights, completing assigned deliverables, and supporting the implementation of departmental and enterprise changes.

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1+ Years in Life Insurance or new business/case management that directly relates to the specific responsibilities of this role
• Excellent written and verbal communication skills
• Excellent organizational skills with the ability to prioritize workload and multitask while maintaining strict attention to detail
• Ability to evaluates information and data trends, solve challenging but non-complex problems, apply sound judgment to draw conclusions and act effectively in situations with limited standardization.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Applications for this…