Case Underwriter

Capitalrx; Charlotte (NC); On-site; USD 63,200 - 79,000; Full time

Job summary

Capital Rx is seeking a Pricing and Underwriting Specialist to support RFP responses, enhance financial models, and collaborate across departments. This position is vital for presenting comprehensive underwriting to leadership.

The ideal candidate holds a relevant Bachelor's degree and has over 2 years of experience in financial analysis or pricing. A salary range of $63,200 to $79,000 is offered for the Charlotte, NC location.

Qualifications

• 2+ years of proven experience in financial analysis, actuarial services, accounting, pricing & underwriting.
• Knowledge of risk management, statistics, and financial modeling.
• Experience manipulating large data sets and analyzing historical claims data.

Responsibilities

• Direct day-to-day pricing and underwriting for new and renewing business.
• Coordinate with Sales for timely RFP submissions.
• Collaborate to maintain underwriting and financial modeling SOPs.
• Present final underwriting to leadership.

Skills

Financial analysis

Actuarial services

Accounting

Pricing & underwriting

Risk management

Statistical analysis

Data visualization tools

Excel

SQL

SAS

R

Project management

Communication skills

Education

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

Tools

Excel

SQL

SAS

R

Job description

About Judi Health

Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:

• Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
• Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans,
• Judi®, the industry’s leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.

Together with our clients, we’re rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve.

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 Capital Rx 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

Salary Range

New York, NY: $76,000 — $95,000 USD
Denver, CO: $69,600 — $87,000 USD
Charlotte, NC: $63,200 — $79,000 USD

Equal Employment Opportunity Statement

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.

Data Retention

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.