Partner with Distribution and reinsurers to develop competitive underwriting offers to drive salesDemonstrate flexibility and innovation in underwriting offers while selecting profitable risksMonitor issues/trends in COLI/BOLI marketplace and Lincoln Executive Benefits business. Offer potential resolutions as appropriateRepresent Lincoln Executive Benefits at industry/customer meetings including AHOU, National COLI Directors and Vail Group2014 & 2016 Chair of Vail Group Meeting

Facilitated the Executive Benefits product analysis and implementation process Served as the project manager to see through the completion of product launches and other product development effortsParticipated in development and execution of a variety of special/strategic projects and represented Executive Benefits in cross-functional teams where product and/or business specific expertise was requiredLiaison between Executive Benefits team, Funds Management and Private Placement BOLI managed separate account investment managers for marketing and reporting needsProvided new case support and the resolution of in-force management issuesAssisted in training and promotions to successfully introduce products, funds and drive sales

Partnered with external wholesaler to drive individual life insurance sales within assigned wirehouse firms

Responsible for individual universal life competitive product analysis.

Work closely with external partners to drive life insurance sales through outbound calls, office visits and design consultation.