Underwriting Assistant

Date: Oct 22, 2021

Location: Omaha, NE, US

Company: Lincoln Financial

Alternate Locations: Omaha, NE (Nebraska); Atlanta, GA (Georgia); Dover, NH (New Hampshire)


Work Arrangement: Hybrid/Office


Relocation assistance is not available for this opportunity.


Level: N2-1 


Requisition #: 66835


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 fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.




The Role at a Glance

As the Underwriting Assistant, you will be working within a metrics driven environment in which you are responsible for processing Renewals, U100 lives . This position requires strategic and innovative thinking skills, excellent verbal and written communication skills, as well as the ability to work in a fast paced environment that requires strong attention to detail.

What you'll be doing

  • Develops an understanding of basic risk factors for application in daily work.
  • Manipulates census data, and runs manual ratings for inforce customers on the U100 business.
  • Reviews and interprets competitor policies, manipulates census data, and runs manual ratings on prospective customers to support large case new business.
  • Provides timely and high-quality work to Underwriters, in accordance with established procedures and guidelines.
  • Applies time management skills to prioritize deadlines appropriately.
  • Builds strong relationships and partners with Underwriters.
  • Works well independently but also has strong skills working in a team environment.
  • Communicates effectively with internal/external stakeholders while maintaining a professional demeanor in all interactions.
  • Participates in various ongoing projects allowing insight into other areas of the organization.
  • Supports and promotes change management and/or departmental/enterprise initiatives within assigned area(s) of responsibility.
  • Meets or exceeds departmental quality standards.
  • Applies knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role.

What we're looking for

Must Haves

  • High School or GED

Nice to Haves

  • 0 - 1+ years of Insurance or Financial Services experience


Work Arrangement:

Hybrid/Office : Employees will work in a Lincoln office generally three days each week and work from home the remainder of the days, 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: Omaha
Nearest Secondary Market: Council Bluffs

Job Segment: Underwriter, Bank, Banking, Change Management, Insurance, Finance, Management