Lincoln Financial Group Consultant, Quality Assurance Underwriting in Atlanta, Georgia

Alternate Locations: Atlanta, GA (Georgia); Omaha, NE (Nebraska)

Relocation assistance is not available for this opportunity.

Requisition #33401

About the Company

Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

The Role

This position will consult/analyze and deliver on more complex assignments/projects for his/her assigned area(s) of audit responsibility. S/he is responsible for developing and conducting more complex internal quality control audits. S/he will also act as a resource to applicable internal stakeholders on escalated quality issues and in the development of quality goals and scorecards that are aligned to the business unit’s goals.

Responsibilities

  • Consults/Analyze on more complex assignments and/or projects for his/her assigned area(s) of responsibility.

  • Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.

  • Identify and document best practices across organization and work with/assist peers in developing/delivering training, best practices, etc.

  • Ensure that practices, policies and procedures are updated timely, maintained online, and reviewed periodically to ensure applicability, accuracy and relevance.

  • Identifies and recommends process improvements that significantly reduce workloads or improve quality for his/her assigned area(s) of responsibility.

  • Ensure completion of monthly production requirements

  • Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for his/her assigned area(s) of responsibility.

  • Maintains knowledge on current and emerging developments/trends for assigned area(s) or responsibility, assess the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

  • Works with other QM resources to develop a quality control program to identify and remediate quality issues and gaps in business procedures, processes or systems.

  • Conducts reviews and testing procedures to determine compliance with critical and required controls (e.g. Company procedures, Sarbanes-Oxley, ERISA, etc.)

  • Communicates review findings to appropriate parties and recommends more complex corrective action plans to control weaknesses.

  • Collaboratively develops review goals and scorecards with line of business management teams.

  • Acts as a resource to team members and shares technical knowledge on escalated quality control issues/concerns.

  • Analyzes and evaluates trends, identifies control gaps, and recommends routine and non-routine solutions and/or procedural changes.

  • Prepares and evaluates process documentation to adequately document testing performed and to support conclusions reached.

  • Carries out duties in compliance with all state and federal regulations and guidelines.

  • Complies with all company and site policies and procedures.

  • Remains current in profession and industry trends.

  • Makes a positive contribution as demonstrated by:

  • making suggestions for improvement

  • learning new skills, procedures and processes.

  • Successfully completes regulatory and job training requirements

  • Ability to perform under stress in cases of emergency, critical or hazardous situations.

  • Ability to work with others in a team environment.

  • Performs other duties as required.

Education & Experience

  • 3 - 5+ Years of underwriting/ quality assurance experience directly related to the specific responsibilities of this position.(Required)

  • 4 Year/Bachelors Degree or equivalent work experience (4 years of experience in lieu of Bachelors) in (Minimum Required)

Certifications

"There is no Certification or Licensure Listed"

Travel Information

  • Travel Type :National Domestic

  • Travel Amount :up to 20%

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.