Lincoln Financial | PPLI Client Experience Specialist

The role at a glance

• 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.
• 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.
• If this sounds like a role for you, please read on!
• You will perform assigned PPLI post-issue and Executive Benefits operational activities, including premium payments, renewals, fund transfers, and related transactions.
• 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 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 stay flexible and collaborative in a fast-paced, changing environment, reprioritizing and pivoting quickly as case needs and business priorities shift.
• Leadership development and virtual training opportunities.
• Work arrangements that work for you.
• 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.
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What we’re looking for

• Experience Specialist to support the Retail Solutions business in a work from home environment.
• 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).
• Effective productivity/technology tools and training.

Lincoln Financial

Lincoln Financial is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Lincoln Financial Group provides resources and solutions that help empower Americans to take charge of their financial lives with confidence and optimism."

Its finance, accounts, audit and tax openings in India are mostly in Radnor, Charlotte, Omaha and Hartford.

• Industry: BFSI / Investments / Insurance