Actuary, Annuity Valuation (Qualified Actuary Team)
About The Position
Lincoln has an exciting opportunity for an Actuary within the Annuity Qualified Actuary team. This role offers a unique valuation perspective with opportunities to contribute thought leadership across key company initiatives. The team is responsible for providing guidance and ensuring the accurate implementation of reserve methodologies to support new product development and evolving regulatory requirements. This is a highly collaborative role, partnering with stakeholders across Finance, Investments, Pricing, Risk Management, and Experience Studies to provide valuation and regulatory insights. The position also offers exposure to broader industry discussions related to annuity valuation.
Requirements
- Bachelor’s degree in Actuarial Science, Mathematics, or a related field (or equivalent experience)
- 7+ years of progressive actuarial experience
- FSA designation preferred, or ASA with significant additional experience
- Strong experience with annuity products, valuation, and regulatory frameworks
- Deep knowledge of accounting and capital frameworks (STAT, GAAP, Tax, RBC, EC)
- Experience analyzing financial statements (balance sheet, income statement) and projections
- Strong communication skills, with the ability to clearly present complex concepts
- Proven relationship management and collaboration skills across cross-functional teams
- Demonstrated project management ability, including managing multiple priorities in a deadline-driven environment
- Advanced proficiency in Excel, Word, and PowerPoint
Nice To Haves
- Experience with AXIS, Dataiku, and Tableau is a plus
Responsibilities
- Provide specialized expertise and thought leadership to internal and external stakeholders on annuity valuation matters
- Ensure actuarial models and assumptions for assigned areas comply with all company policies and applicable financial and regulatory requirements
- Stay informed on emerging trends and regulatory changes, assess impacts, and partner with leadership to incorporate updates into strategy
- Review quarterly GAAP and Statutory results, identifying and communicating key drivers
- Identify, evaluate, and resolve risks, exposures, and key business issues
- Collaborate with stakeholders to support sound financial decision-making and risk management practices across the enterprise
- Partner with Finance to deliver data, analysis, and exhibits required for financial reporting
- Ensure accuracy, timeliness, and compliance with professional standards across all deliverables
- Lead interactions with regulators, auditors, and industry surveys, ensuring prompt and effective responses
- Support the development and analysis of operational and risk metrics for management reporting
- Drive innovation and continuous improvement in reserving and reporting processes
- Collaborate closely with finance and pricing leadership to manage annuity product lines effectively
- Contribute to the review and reporting of annuity assumption changes
- Build strong internal and external partnerships to advance business objectives and industry alignment
Benefits
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
- Work arrangements that work for you
- Effective productivity/technology tools and training
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What This Job Offers
Job Type
Full-time
Career Level
Senior
