Business Planning Consultant - Underwriting New Business Technology

Date: Jul 21, 2021

Location: Greensboro, NC, US

Company: Lincoln Financial

Alternate Locations: Greensboro, NC (North Carolina)


Work Arrangement: Hybrid/Home


Relocation assistance is not available for this opportunity.


Level: P3 


Requisition #: 66307


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.


Be Aware of Fraudulent Recruiting Activities


If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.


Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.




General Purpose of Job

As the Business Planning Consultant, you will consult & analyze and deliver on more complex assignments/projects for Lincoln's Life Underwriting & New Business Technology department. You  will act as the liaison and primary contact person for 3rd party vendors . This position is responsible budget management, vendor relationship and resource tracking for assigned area of responsibility and for partnering with internal teams on the preparation of contracts and statements of work (SOW). You will collaborate with internal stakeholders on budgeting and resource alignment, communications and other planning activities.

You will ensure expenses align with budget expectations; ensure supplier and vendor contracts meet current needs & more cost effective; create and develop reports and dashboards to help showcase our expense story; budget & forecast expenses; lead special projects.


Duties and Responsibilities

Acts as a resource and point of contact on escalated issues and monitors issue resolution.
Analyzes/manages the resource capacity of team members for his/her assigned area of responsibility, including but not limited to forecasting future resource needs for the team.
Champions and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
Collaborates effectively with project team members to plan out strategic initiatives for current and future projects, minor system enhancements, product implementations, and/or forms management.
Consults/Analyze on more complex assignments and/or projects for their assigned area(s) of responsibility.
Defines the communications and plans needed for budget and resource capacity management customized to define current and forecasted budget expenses and resource capacity for future project and minor work items as needed.
Determines more complex best practices and suggests how to improve current practices.
Develops and/or collaborates with appropriate internal stakeholders on the development of statements of work for projects as needed.
Facilitates and maintains the relationship with 3rd party platform vendors within his/her assigned area of responsibility. Schedules meetings and provides consultation where needed.
Facilitates contract negotiations with 3rd parties on monthly/annual licensing fees.
Identifies and recommends process improvements that significantly reduce workloads or improve quality for their assigned area(s) of responsibility.
Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
Manages and validates budget expense for projects, contractors and monthly & annual invoices including assessing impact of future expenses.
Partners with internal stakeholders to monitor, evaluate, and review vendor expenses.
Serves as a resource to team members and applicable internal/external stakeholders on more complex assignments/projects for their assigned area(s) of responsibility.
Tracks and monitors contract/SOW deliverables and obligations.


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



3 - 5+ Years of experience in budget and resource management that directly aligns with the specific responsibilities for this position (Required )

Strong excel skills / proficiency 


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: Greensboro

Job Segment: Underwriter, Bank, Banking, Marketing Consultant, Project Manager, Insurance, Finance, Marketing, Technology