Sr. Consultant, Portfolio Execution

Lincoln Financial; Radnor (Delaware County); Remote; USD 80,000 - 100,000; Full time

Job summary

A leading company is seeking a Sr. Consultant, Portfolio Execution to provide expertise on complex projects in Group Protection Underwriting. The role involves collaborating with stakeholders, developing programs, and driving process improvements. This remote position requires strong skills in business process improvement, project management, and proficiency in underwriting systems.

Qualifications

• Experience in Business Process Improvement and project management.
• Proficiency in Underwriting systems and strong Microsoft Excel skills.

Responsibilities

• Stay informed on industry trends and incorporate them into solutions.
• Support change management initiatives and identify process improvements.
• Provide expertise on complex projects and data analysis.

Skills

Business Process Improvement

Project Management

Agile Methodology

Education

Bachelor's Degree

Tools

Excel

VBA

Underwriting Systems

Job description

Join to apply for the Sr. Consultant, Portfolio Execution role at Lincoln Financial.

**Location Options:** Work from Home; Charlotte, NC; Fort Wayne, IN; Omaha, NE; Radnor, PA; US All Regions.

Work Arrangement: Remote (Work at home employee).

Relocation Assistance: Not available.

Requisition #: 74559

The Role at a Glance

As a Sr. Consultant, Portfolio Execution, you will provide expertise on complex projects in the Group Protection Underwriting systems and tools. You will collaborate with stakeholders, research trends, develop programs, and support process improvements to drive growth and efficiency.

What You'll Be Doing

• Stay informed on industry trends and incorporate them into solutions.
• Support change management initiatives.
• Identify and implement process improvements.
• Provide expertise on complex projects and data analysis.
• Develop business requirements and ensure solutions meet business needs.
• Track and report on project initiatives.

What We’re Looking For

Must-haves:

• Experience in Business Process Improvement and project management.
• Proficiency in Underwriting systems (Quest, UWWB).
• Strong Microsoft Excel skills; VBA knowledge a plus.
• Understanding of Agile methodology.
• Bachelor’s degree or equivalent experience.