Underwriting Consultant – Employee Benefits

This is a fully remote position, open to applicants in Florida.

📋 Description

• Carry out all advanced pricing and analysis requests.

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

• Manage special pricing and marketing initiatives.

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

• Distribute workload effectively among teams of Underwriters and Analysts.

• Contribute to setting strategic team goals, resource planning, educational and training requirements, policy development, and business expansion.

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

• Utilize actuarial plan values in pricing and analysis projects with appropriate software.

• Adapt and tailor underwriting models and reporting templates to fulfill customer requirements.

• Direct and manage client underwriting projects and deliver analysis to clients.

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

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

• Leverage carrier data and reporting systems to acquire claim information for reporting and analysis.

• Evaluate and challenge renewal calculations from insurance companies for fully-insured contracts.

• Engage in ongoing education regarding underwriting knowledge, market trends, and regulatory frameworks.

• Ensure accuracy, promptness, timeline management, and compliance with deadlines.

• Address and respond to correspondence effectively.

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

• Uphold data standards and integrity within the agency management system.

• Execute other assigned responsibilities.

⛳️ Requirements

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

• Five (5) or more years of relevant work experience.

• At least one (1) year of management experience leading a team of a minimum of 3 individuals.

• Valid Insurance License.

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

• Exceptional verbal and written communication skills.

• Strong problem-solving and time management abilities.

• Good customer service skills, including telephone etiquette and active listening.

• Excellent planning, organizational, and prioritization capabilities.

• Ability to collaborate within a team and promote teamwork.

• Capability to manage mid-level and large projects while effectively leading assigned teams to achieve objectives.

• Ability to work independently to complete assigned projects effectively.

• Skilled in prioritizing tasks for multiple projects and deadlines.

• Proficient in Microsoft Office Suite.

• Advanced MS Excel skills are required.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and continuing education.

• Supportive work environment that fosters teamwork and collaboration.