Sr. Associate, PPLI Support

**Date:** Sep 8, 2026 **Primary Location:** Hartford, CT, US **\#job\-location.job\-location\-inline { display:** inline; } **Company:** Lincoln Financial **Alternate Locations:** Work from Home **Work Arrangement:** **Remote :** Work at home employee residing outside of a commutable distance to an office location. **Relocation assistance:** is not available for this opportunity. **Requisition \#:** 76584 The Role at a Glance We are excited to bring on a Sr. Associate, PPLI Support to support the Retail Solutions business in a work from home environment. Background Details As a Sr. Associate, PPLI Support, you will manage the end\-to\-end administration of Private Placement Life Insurance (PPLI) new business and case management activities, including forms management, policy issuance, policy delivery, and ongoing case support. Serving as a key point of contact for PPLI Sales, Underwriting, Product, specialty brokers, and other business partners, you will guide stakeholders through case requirements, status updates, and next steps while ensuring new business submissions are accurate, complete, and compliant. In partnership with Underwriting and Product teams, you will support case approvals, policy issuance, IDF implementation, planning, and funding activities. You will also support operational functions across PPLI and Executive Benefits products (COLI, BOLI, and ICOLI) by processing premium payments, renewals, fund transfers, and related transactions. Additionally, you will maintain PPLI forms and coordinate regulatory updates with Compliance, Legal, and State Filing teams, resolve service and reporting issues, identify operational risks and process improvement opportunities, and contribute to departmental initiatives that enhance efficiency, service delivery, and business outcomes. If this sounds like a role for you, please read on! What you'll be doing You will own the end\-to\-end PPLI new business process, including forms management, policy issuance, and policy delivery, while building and maintaining effective relationships with distribution partners, brokers, underwriters, and key internal stakeholders. You will serve as a primary point of contact for PPLI Sales, Underwriting, Product, specialty brokers, and other partners, providing clear guidance on case requirements, status, and next steps. You will review new business submissions for accuracy, completeness, and compliance with established requirements and resolve routine discrepancies before advancing cases. You will collaborate with Underwriting to support case approval and completes policy issuance activities within the new business platform. You will also coordinate with Product and other partners to support IDF implementation, planning, funding, and related case activities. You will maintain PPLI forms and coordinates updates with Compliance, Legal, and State Filing to support timely an