Sr. Consultant, Claims Strategy & Planning

Date: Jul 9, 2021

Location: Boston, MA, US

Company: Lincoln Financial

Alternate Locations: Boston, MA (Massachusetts); Atlanta, GA (Georgia); Charlotte, NC (North Carolina); Dover, NH (New Hampshire); Omaha, NE (Nebraska); Phoenix, AZ (Arizona); Radnor, PA (Pennsylvania)


Work Arrangement: Hybrid/Home


Relocation assistance is not available for this opportunity.


Level: P4 


Requisition #: 66282


About The Company

Lincoln Financial Group, a Fortune 250 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $238 billion in assets under management as of December 31, 2018.

Ranked one of the Best Large Employers in America by Forbes magazine, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.


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General Purpose of Job

This position will lead and provide direction on complex projects/initiatives for his/her assigned area(s) of responsibility. This individual will be responsible for deliverables focused around the following areas of core responsibility:

Annual Planning & Portfolio Management:  In alignment with Group Protections’ strategic priorities, the Claims Strategy & Planning team leads the process of defining Claims’ annual plan. The Claims annual plan aligns claims priorities to Group Protection’s priorities, be used to aid in prioritizing initiatives & ensure connectivity to our goals, objectives, and measures of success. We partner closely with Leadership to ensure visibility of progress towards measures of success as well as key initiative level updates across our inflight strategic, cross-functional, and functional initiatives.


Lead Claims Strategic Initiatives: The Claims Strategy & Planning Team leads or represent Claims in strategic initiatives that support Group Protection’s Strategic Priorities. Leading strategic initiatives includes managing relationships with key stakeholders including: leadership, as well as other important functional & cross-functional partners. Key aspects of strategic initiative deliverables include: developing comprehensive current state & market assessments, building recommendations clearly outlining costs & benefits, & proposed road map[s] for implementation highlighting key dependencies.   


Business Case & Staffing Model Development: The Claims Strategy & Planning team ensures our staffing models are reflective of our current operating environment and are of the sophistication that enable us to make informed decisions to execute our strategies. We leverage our staffing models and other tools to support our annual strategic objectives to inform initiative prioritization, business case development, support marketing facing requests, staffing/resource decisions, op model evaluations, and to support key cross-functional partners.

Duties and Responsibilities

Analyzes and evaluates complex trends, identifies control gaps, and recommends complex solutions and/or procedural changes.
Analyzes the effectiveness of complex business processes and procedures to identify best practices and opportunities for improvement.
Assesses internal needs and develops solutions including metrics, calculations and agreements to effectively measure performance.
Collaborates with appropriate internal stakeholders to develop complex remediation action plans of identified risks/control gaps.
Collaborates with management to determine quantifiable gauges of business results and to develop metrics/criteria to be utilized as measurements/benchmarks for quality assurance reviews/testing purposes.
Communicates review findings to appropriate parties and recommends complex corrective action plans to control areas of improvement.
Creates and manages the project portfolio for his/her assigned area of responsibility, driving the business unit's continuous planning model.
Creates proposals for further development of the organization processes and procedures to support the business strategy
Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Drives and enhances a diverse range of projects including consultation needs, analysis, planning, design/development, implementation, and evaluation
Identifies and directs the implementation of process improvements that significantly improve quality across the team, department and/or business unit for his/her assigned area(s) of responsibility.
Identifies service performance issues, problems or changes; conducts research into those issues, problems or changes; and escalates them as required to ensure suppliers meet or exceed established service levels
Implements organization models to optimize the achievement of business objectives, collaborating with senior management
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with senior management to incorporate new trends and developments in current and future solutions.
Monitors and evaluates remediation action plan progress to ensure successful resolution of identified process improvement gaps.
Provides direction on complex assignments, projects, and/or initiatives to build and enhance the capability of his/her assigned area(s) of responsibility.
Provides subject matter expertise to team members and applicable internal/external stakeholders on complex assignments/projects for his/her assigned area(s) of responsibility.

Additional Position Responsibilities

Carries out duties in compliance with all state and federal regulations and guidelines. Complies with all company and site policies and procedures.
Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
Performs other duties as required.
Remains current in profession and industry trends.

Skill sets needed:

  • Excellent communication skills: verbal, written, and presentation
  • Creative and conceptual – ability to diagnose and develop solutions to complex business problems
  • Analytical approach to problem solving & able to quantify the expected impact of business recommendations
  • Self-driven & resourceful able to work automously leading large-scale initiatives
  • Ability to build & manage relationships with functional & cross functional stakeholders
  • High-level of organization with demonstrated ability to consistently execute while managing multiple priorities

Other Skills and Abilities

Ability to perform under stress in cases of emergency, critical or hazardous situations.
Ability to work with others in a team environment.
Demonstrated ability to identify and recommend processes improvements.
Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
Demonstrates strong interpersonal skills with a collaborative style.
Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
Finds common ground and can gain collaboration among senior/executive management, colleagues and peers; can influence outcomes without directing or commanding.
Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Successfully completes regulatory and job training requirements.


4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required



5 7+ Years Business Analyst or Project Management (Required )


Work Arrangement:

Hybrid/Home : Employees will work from home generally three days each week and come into a Lincoln office on a schedule their manager will help set, following any applicable in-office training period determined by their manager. 



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.


Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.



Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.




Nearest Major Market: Boston

Job Segment: Strategic Planning, Claims, Law, Bank, Banking, Strategy, Insurance, Legal, Finance