COLI BOLI Insurance Consultant

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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 #:76812

As the COLI BOLI Insurance Consultant for Lincoln’s Executive Benefit’s Underwriting Team, you will analyze and deliver on COLI BOLI ICOLI cases. The Corporate-Owned Life Insurance (COLI) Underwriter is responsible for evaluating mortality, financial, and insurable risk associated with corporate-sponsored life insurance programs. The role supports the issuance and management of COLI and BOLI cases by assessing underwriting evidence, applying carrier guidelines, and making risk-based decisions that support profitable growth while maintaining regulatory compliance.

Responsibilities often include collaboration with sales, actuarial, legal, case management, and corporate clients

This is a developmental opportunity designed for someone who brings relevant experience and knowledge of the COLI, BOLI, or broader institutional life insurance marketplace and is interested in building deeper underwriting expertise. A traditional underwriting background is not required. Candidates may bring transferable experience from areas such as operations, product management, client service, implementation, relationship management, or other roles that provide meaningful exposure to COLI and BOLI programs.

• Underwrite Corporate-Owned Life Insurance (COLI) applications, including corporate and institutionally sponsored programs.
• Underwrite Guaranteed Issue (GI) and Simplified Issue (SI) COLI cases in accordance with approved program designs, eligibility criteria, and carrier guidelines.
• Evaluate and assess complex financial, and corporate risks for executives, key employees, and eligible participant populations.
• Analyze corporate financial statements, program structures, and plan designs to ensure alignment with underwriting standards, regulatory requirements, and risk tolerance.
• Apply knowledge of Qualified Purchaser and Accredited Investor definitions in support of program eligibility, structure, and regulatory compliance.
• Determine face amounts, and policy terms using sound underwriting judgment
• Review and approve pre-issue and post-issue underwriting transactions, including policy changes, face amount adjustments, and other in-force underwriting requests.
• Collaborate with Sales, New Business, Legal, Compliance, Actuarial, and Operations to support case design and execution.
• Identify underwriting trends, emerging risks, and opportunities for process improvement.
• Maintain current knowledge of COLI regulations, underwriting philosophies, and market practices.

Must-Have’s

• Bachelor's degree or equivalent work…