Underwriting Sr. Consultant, Executive Benefits

Lincoln Financial Group · United States, United States, United States

Location

United States

Job Type

Full-time

Posted

July 08, 2026

Job Description

What you'll be doing

Underwrite Guaranteed Issue (GI) and Simplified Issue (SI) COLI cases in accordance with carrier guidelines and program parameters 

Analyze lives within executive and broad based COLI/BOLI/ICOLI programs

Determine appropriate ratings, underwriting actions, and capacity decisions

Review compensation data, employee classifications, and benefit structures

Assess financial justification consistent with employer owned life insurance standards

Ensure policy face amounts align with program intent and eligibility requirements

Underwrite in compliance with IRC §101(j) notice and consent requirements

Ensure adherence to carrier COLI governance standards and underwriting guidelines

Support internal review committees and large case decision processes

Perform medical underwriting as required

Apply thorough knowledge of Qualified Pur...

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