Financial Consultant, Underwriting
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Job Description
Financial and Underwriting Consultant leading insurance pricing, actuarial analysis, and client projects. Managing underwriting teams, carrier data, renewal calculations, and strategic initiatives.
Responsibilities:
- Execute advanced pricing and analysis requests
- Lead development and management of assigned underwriting and analyst teams
- Act as subject matter expert in underwriting, special pricing, and marketing projects
- Meet with clients and Financial & Underwriting teams to define and accomplish projects
- Assist in determining team strategic goals, resource planning, education/training needs, policy development, and business growth
- Manage relationships with insurance carriers, external consultants, third-party administrators, and vendors
- Analyze actuarial plan values using relevant software for pricing and analysis
- Modify and customize underwriting models and reporting templates to meet customer needs
- Lead client underwriting projects and present analyses 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
- Obtain claim data through carrier data and reporting systems
- Analyze and challenge insurance company renewal calculations for fully insured Health, Dental, and Vision contracts
- Engage in education on underwriting knowledge, market trends, and regulatory developments
- Ensure accuracy, timeliness, timeline management, and deadline completion
- Address and respond to correspondence
- Lead training development and execution on underwriting and analysis topics
- Mentor Financial & Underwriting team members
- Maintain complete and accurate agency management system data
Requirements:
- Bachelor's Degree or equivalent combination of education and experience
- Eight (8) or more years of related work experience
- One (1) or more years of management experience leading a team of at least 3 individuals
- Must continue to meet Continuing Education requirements for license renewal
- Valid Insurance License within 90 Days
- Proficient in Microsoft Office Suite
- Advanced MS Excel skills required
- 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 foster teamwork
- Ability to completely manage mid-level and large projects and lead assigned teams to complete goals
- Ability to work productively as an individual
- Ability to prioritize work for multiple projects and deadlines
Benefits:
- Continuing Education requirements for license renewal
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