Case Underwriter

Judi Health; Charlotte (NC); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Judi Health in New York, NY; Denver, CO; and Charlotte, NC is seeking a Pricing & Underwriting Specialist to support pricing and underwriting processes, collaborate across teams, and refine financial models for RFP responses.

You will present underwriting to leadership, contribute to continuous improvement, and ensure contract terms align with underwriting parameters while maintaining analytical rigor.

Qualifications

• Bachelor’s degree in Accounting, Finance, Actuarial Science, Statistics, or Economics; or equivalent work experience.
• 2+ years of financial analysis, actuarial services, accounting, pricing & underwriting.
• Pharmacy, PBM, or Health Plan experience required.
• Strong knowledge of risk management, statistics, financial modeling.
• Experience with large data sets and historical claims data.
• Proficient in Excel and data visualization tools; SQL/SAS/R is preferred.

Responsibilities

• Direct and execute day-to-day pricing and underwriting for new and renewing business opportunities.
• Coordinate with Sales, RFP responses, and other functions to submit timely, complete proposals.
• Design, refine, and maintain underwriting, financial modeling, and reporting SOPs.
• Support client contracting and validate terms against underwriting parameters.
• Present underwriting results to Sales and Leadership and articulate risk.
• Develop and maintain financial reporting system infrastructure.
• Mine external data to determine best underwriting practices.
• Manage multiple projects and deadlines; collaborate on analytics needs.

Skills

Financial analysis

Actuarial services

Excel

SQL/SAS/R

Education

Bachelor’s degree in Accounting, Finance, Actuarial Science, Statistics, or Economics

Tools

SQL

SAS

R

Job description

About Judi Health

Judi Health is a health technology company providing benefit administration solutions to employers, unions, health plans, and government entities. Judi Health replaces fragmented, outdated systems with the industry's first Unified Claims Processing™ architecture, seamlessly consolidating pharmacy and medical benefit administration on a single, secure platform. By delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels.

About Judi Health

Judi Health is a health technology company providing benefit administration solutions to employers, unions, health plans, and government entities. Judi Health replaces fragmented, outdated systems with the industry's first Unified Claims Processing™ architecture, seamlessly consolidating pharmacy and medical benefit administration on a single, secure platform. By delivering true price transparency, eliminating unnecessary middleman fees, and leveraging advanced AI-powered care delivery, Judi Health helps clients achieve unprecedented operational efficiency and service levels.

At Judi Health, we're deploying the infrastructure our country needs to deliver the healthcare we all deserve. We are the intelligence platform powering benefits plans for millions of Americans and proudly leading the next generation of care. To learn more, visit www.judi.health.

Hybrid (Local to New York, NY, Denver, CO or Charlotte, NC)

Position Summary

This role supports pricing and underwriting and ensuring timely and accurate RFP responses. The position involves collaborating with various teams to refine financial models and reporting, presenting final underwriting to leadership, and driving continuous improvement in pricing and underwriting practices.

Position Responsibilities

• Direct and execute day-to-day pricing and underwriting for new and renewing business opportunities
• Coordinate with Sales, RFP response, and other business functions to submit timely and complete RFP responses
• Collaborate with Executive Team and other business functions to design, refine, and maintain internal underwriting, financial modeling, and financial reporting SOPs
• Support client contracting, including validation that contract terms align with proposal underwriting parameters
• Present final underwriting to Sales and Executive Team and be able to articulate any potential risk
• Support continued development and maintenance of underwriting and financial reporting system infrastructure
• Mine external data to determine best underwriting practices for each business opportunity
• Manage multiple projects and deadlines as needed
• Work collaboratively across the organization to communicate and support ongoing financial analytics and reporting needs
• Support analysis and development of pricing models for new products
• Support general business needs, as required
• Responsible for adherence to the Judi Health Code of Conduct including reporting of noncompliance

Required Qualifications

• Bachelor’s degree, with record of strong academic performance in Accounting, Finance, Actuarial Science, Statistics, or Economics (In lieu of a degree, equivalent relevant work experience may be considered)
• 2+ years of proven experience in financial analysis, actuarial services, accounting, pricing & underwriting
• Pharmacy, PBM, or Health Plan experience required
• Knowledge of risk management, statistics, financial modeling
• Experience manipulating large data sets, including the ability to analyze and interpret historical claims data
• Proficient in Excel and data visualization tools
• Experience in either SQL, SAS, or R preferred
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
• Ability to balance multiple complex projects simultaneously
• Exceptional technical, analytical, and problem-solving skills
• Exceptional written and verbal communication skills
• Extremely flexible, highly organized, and able to shift priorities easily
• Attention to detail & commitment to delivering high quality work product

New York, NY Salary Range: $80,000 USD - $110,000 USD

Denver, CO Salary Range: $80,000 USD - $100,000 USD

Charlotte, NC Salary Range: $80,000 USD - $100,000 USD

All employees are responsible for adherence to the Judi Health Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.

We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at https://www.judi.health/legal/privacy-policy.