Underwriting Consultant – Employee Benefits

Job Description

• Execute all advanced pricing and analysis requests
• Lead the development and management of assigned underwriting and analyst teams
• Handle special pricing and marketing projects
• Meet with Producers, clients, Underwriters, and Account Executives to define and accomplish projects
• Manage workload distribution for teams of Underwriters and Analysts
• Assist in determining strategic team goals, resource planning, education/training needs, policy development, and business growth
• Identify, coordinate, and manage relationships with insurance carriers, external consultants, third-party administrators, and vendors
• Apply actuarial plan values in pricing and analysis projects using relevant software
• Modify and customize underwriting models and reporting templates to meet customer needs
• Lead and manage client underwriting projects and present analysis to clients
• Assist Producers with prospecting activities, RFP responses, finalist presentations, and follow-up
• Maintain data tracking and reporting for financial management, underwriting models, client reports, and analytical deliverables
• Use carrier data and reporting systems to obtain claim data for reporting and analysis
• Analyze and challenge insurance company renewal calculations for fully-insured contracts
• Pursue education on underwriting knowledge, market trends, and regulatory environment
• Ensure accuracy, timeliness, timeline management, and deadline compliance
• Address and respond to correspondence
• Lead training development and execution on underwriting and analysis topics
• Maintain agency management system data standards and data integrity
• Perform other assigned duties

Requirements

• Bachelor's Degree equivalent combination of education and experience
• Five (5) or more years related work experience
• One (1) or more years of management experience in leading a team of at least 3 individuals
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal
• Excellent verbal and written communication skills
• Excellent problem solving and time management skills
• Good customer service skills, including telephone and listening skills
• Excellent planning, organizational and prioritization skills
• Ability to work within a team and to foster teamwork
• Ability to completely manage mid-level and large projects as well as effectively manage and lead assigned teams to complete goals
• Ability to work productively as an individual to accomplish assigned projects
• Ability to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite
• Advanced MS Excel skills required

Benefits