Underwriting Consultant – Employee Benefits

This is a fully remote position, open to applicants in Connecticut, +6 more states.

📋 Description

• Fulfill all advanced pricing and analysis requests.

• Oversee the development and management of designated underwriting and analyst teams.

• Offer expertise in underwriting, particularly in special pricing and marketing initiatives.

• Collaborate with Producers, clients, Underwriters, and Account Executives to define and achieve project objectives.

• Manage the workload distribution among the teams of Underwriters and Analysts.

• Aid in establishing strategic objectives, resource planning, training needs, policy formulation, and business expansion.

• Identify, coordinate, and oversee relationships with external business partners, including insurance carriers, consultants, third-party administrators, and vendors.

• Analyze actuarial plan values using appropriate software for pricing and analysis tasks.

• Adjust and tailor underwriting models and reporting templates to suit client requirements.

• Direct and manage client underwriting projects and present analyses to clients.

• Support Producers with prospecting efforts, written RFP submissions, finalist presentations, and follow-up activities.

• Maintain tracking and reporting data for financial management, underwriting models, client reports, and analytical outputs.

• Utilize carrier data and reporting systems to gather claim data for analysis and reporting.

• Review and scrutinize insurance company renewal calculations for fully-insured contracts.

• Participate in educational opportunities to enhance underwriting knowledge, market trends, and regulatory awareness.

• Ensure the accuracy and timeliness of work while adhering to established deadlines.

• Manage incoming correspondence and respond promptly.

• Lead the development and delivery of training on underwriting and analysis topics.

• Maintain comprehensive and accurate data within the agency management system.

• Perform other duties as assigned.

⛳️ Requirements

• Bachelor’s Degree or an equivalent combination of education and experience.

• At least five (5) years of relevant work experience.

• Minimum of one (1) year of management experience leading a team of at least three individuals.

• Valid Insurance License.

• Must continue to fulfill Continuing Education requirements for license renewal.

• Outstanding verbal and written communication skills.

• Strong problem-solving and time management abilities.

• Excellent customer service skills, including effective telephone and listening skills.

• Exceptional planning, organizational, and prioritization capabilities.

• Ability to collaborate within a team and promote teamwork.

• Competence in managing mid-level and large projects while effectively leading assigned teams to achieve goals.

• Ability to work independently to complete assigned projects.

• Capacity to prioritize tasks across multiple projects and deadlines.

• Proficient in Microsoft Office Suite.

• Advanced skills in MS Excel are required.

🏝️ Benefits

• Comprehensive health insurance plans.

• Retirement savings options with company matching.

• Opportunities for professional development and continuing education.

• Flexible work arrangements.