Title: AVP & Actuary, Annuities Experience Studies Location: Fort Wayne, IN, Radnor, PA ; Charlotte, Greensboro, NC; Hartford, CT; Omaha, NE, USA Workplace: Hybrid Department: Actuarial, Quantitative & Risk Management Job Description: Primary Location: Fort Wayne, IN, US Company: Lincoln Financial Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 76203 The Role at a Glance The AVP, Annuities Experience Studies leads the strategy, governance, and execution of experience analysis and assumption development for the Annuities business. This role drives insights that directly inform pricing, valuation, risk management, and capital decisions. You will lead a high-performing team responsible for designing and delivering experience studies using both traditional actuarial techniques and advanced analytics. This role partners closely with Finance, Risk, Product, and Data teams to translate complex experience data into actionable business insights and to modernize data pipelines and analytics capabilities. What you'll be doing •Provide guidance on Lincoln’s emerging lapse, utilization, and mortality experience while identifying opportunities to exercise an innovative approach. •Utilize predictive analytics as appropriate to analyze experience and develop assumptions. •Provide thought leadership and oversight on the development of mortality, policyholder behavior, and expense assumptions for Annuity products, including both new business and inforce products. •Collaborate with internal stakeholders across the organization to educate on techniques used in assumption development, derive understanding of experience drivers, and socialize insights derived through team’s work. •Leverage data management platforms to effectively monitor actuarial assumptions, providing insights and recommendations to management. •Partner with external experts to share best practices and participate in regulatory or industry data calls. •Collaborate with teammates to share knowledge, institute best practices, and develop shared insights. •Lead a team of professionals in the execution of the team’s responsibilities. What we’re looking for •10+ years of actuarial experience, with demonstrated competency in the specific responsibilities for this position •Fellow of the Society of Actuaries (FSA) designation or Associate (ASA) with additional years of actuarial experience •Ability to synthesize large volumes of data to extract insights with strong technical skills •Annuity product knowledge and general insurance/business knowledge •Demonstrated success in providing strategic and holistic thought leadership •Demonstrated success in balancing and pivoting across projects with shifting priorities •Strong relationship management skills across functional areas, including senior management and peers, including ability to influence effectively •Curiosity, comfort asking questions and challenging the status quo, and critical thinking with an eye for innovation •Direct experience in assumption development, predictive analytics, and data management (e.g. Dataiku, SQL, Python) What’s it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What’s in it for you: - Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes - Leadership development and virtual training opportunities - 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 The pay range for this position is $127,500 - $232,300 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Additional Information This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

• Partner closely with Valuation, Assumptions, Accounting Policy, Pricing and Risk Management teams in the development of sustainable annuity projection models • Implement processes, infrastructure and controls to ensure accurate and timely delivery of annuity projection models and results • Examples of model development work include, but are not limited to: US GAAP including LDTI Life Statutory and Capital Economic Valuation and Economic Capital • Implementing, quantifying and reviewing assumption and model updates • Finance Modernization initiatives to improve processes, controls, and analytics • Ensure compliance with company model architecture standards and change management governance processes

Role Description TELUS Health is empowering every person to live their healthiest life. The role of the Disability Assistant is to communicate with claimants and clients as it relates to initiating a claim or the status of a claim; to ensure claim documents are processed when received and to send out all documentation for claims in a timely manner; and to follow the initial claims process procedures for claims received. What you'll do: - Answer incoming calls from claimants and employees to assist with leave of absence applications, short-term disability reporting, and claim status inquiries. - Work in a fast-paced environment where you'll juggle multiple tasks—answering calls, processing documents, and updating case notes—while maintaining accuracy and meeting tight timeframes. - Process incoming documents and reviews FMLA and STD documents received to determine if all necessary information has been provided to proceed with claim assignment/processing. - Inform claimants of documentation required to process claims, required timeframes, and claims status either by phone, written correspondence, and/or claims system when inquiry is received. - Update claim notes with appropriate claim and certification information. - Assist Case Managers and Nurse Consultants as needed. - Follow all processes as laid out in the Standard Operating Procedures (SOPs), and/or as detailed in training/meetings. - Other projects and tasks as assigned. Qualifications - 2+ years of customer-facing experience (call center, retail, or similar fast-paced customer service roles where you've managed multiple tasks and interacted with diverse customers). - High School Diploma. - Strong interpersonal and helping skills along with assessment and problem-solving skills. - Excellent computer skills and the ability to work primarily online in a paperless environment. - Reliable high-speed internet connection and a quiet home workspace. You'll need to pass an internet speed test as part of our onboarding process. Requirements - 2+ years experience in Human Resources, Disability management, and/or FMLA administration (Nice to Haves). - Familiarity with absence management systems (Nice to Haves). - Associate's Degree (Nice to Haves). Benefits - We’re a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. - We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world. Company Description TELUS Health is an Equal Opportunity Employer that aims to foster an inclusive culture that embraces diversity. It is our policy to hire without regard to race, color, creed, religion, national origin, citizenship status, sex, marital status, age, disability, sexual orientation or veteran status. We offer accommodation for applicants with disabilities, as required, during the recruitment process.

• Act as a subject matter expert for Canadian defined benefit pension plans within ProVal • Maintain and enhance ProVal’s Canadian functionality to reflect current legislation, regulations, CIA Standards of Practice, and pension related financial reporting requirements • Serve as a primary point of contact for Canadian clients on technical pension matters • Test ProVal enhancements and client specific solutions to ensure technical accuracy, regulatory compliance, and consistency with actuarial standards • Provide expert guidance to ProVal users on Canadian pension applications • Work closely with programmers and consultants to design and implement client solutions • Prepare and maintain clear, practical user documentation and training materials • ProVal is coded primarily in APL; no prior programming experience is required, and training is provided