Actuary, Data & Forecasting for Renewals & New Business

Lincoln Financial Group; Omaha (NE); Hybrid; USD 95,000 - 152,000; Full time

Job summary

Lincoln Financial Group in Omaha, NE is seeking an experienced actuary to own data transformation, renewal and new business reporting, and forecasting. You will maintain data pipelines (Dataiku) and partner across pricing, underwriting, data engineering, sales and account management to drive sound business decisions.

The role emphasizes dashboards and proactive reporting, requiring 3–6+ years actuarial experience, SQL, Dataiku/Oracle, and Tableau capabilities, with ASA credentials preferred.

Qualifications

• 3-6+ years of actuarial experience.
• Pursuing actuarial credentials (ASA designation preferred).
• Proficiency in SQL, experience with Dataiku & Oracle databases.
• Experience with data visualization or other reporting tools (Tableau).
• Demonstrated ability to maintain data accuracy, cleanliness, and functionality.
• Motivated and collaborative approach to the role.
• 4 Year/Bachelor’s degree (or equivalent) (Minimum Required).

Responsibilities

• Data Transformation: Maintain data pipeline (i.e. Dataiku) that produces the team’s renewal and new business execution reports, proactively identifying and implementing improvements to accuracy, functionality, and business impact.
• Renewal Execution Reporting/Forecasting: Produce reporting on key renewal metrics such as persistency, rate action, and profitability. Track & forecast metric development throughout operational year and influence intra-year strategy decisions.
• New Business Execution Reporting/Forecasting: Produce reporting on new business sales & profitability relative to targets. Integrate region, segment, or product-specific strategies into target benchmarks. Act as a technical liaison to sales leadership.
• Cross-Functional Collaboration: Closely partner with leaders from pricing, underwriting, data engineering, sales, and account management to drive business decisions through accurate and relevant reporting.
• Data Visualization: Build and maintain dashboards and reporting tools that are used by a variety of stakeholders. Develop creative solutions to display insights in new and meaningful ways.

Skills

Actuarial experience

SQL

Dataiku

Tableau

Collaboration

Education

Bachelor’s degree

ASA designation (preferred)

Job description

Lincoln Financial Group in Omaha, NE is seeking an experienced actuary to own data transformation, renewal and new business reporting, and forecasting. You will maintain data pipelines (Dataiku) and partner across pricing, underwriting, data engineering, sales and account management to drive sound business decisions.

The role emphasizes dashboards and proactive reporting, requiring 3–6+ years actuarial experience, SQL, Dataiku/Oracle, and Tableau capabilities, with ASA credentials preferred.