Case Underwriter

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

Job summary

Capital Rx in Charlotte, NC is looking for a professional to support pricing and underwriting processes, ensuring timely RFP responses and accurate financial reporting. The ideal candidate will possess strong analytical skills, relevant degree, and experience in the pharmacy or health plan sectors.

Responsibilities include executing pricing strategies, collaborating with various teams, and presenting insights to leadership. A commitment to quality work and adherence to the Code of Conduct is essential. The role is integral to improving financial practices.

Qualifications

• 2+ years of experience in financial analysis, actuarial services, or pricing & underwriting.
• Pharmacy, PBM, or Health Plan experience required.
• Ability to analyze and interpret historical claims data.

Responsibilities

• Execute day-to-day pricing and underwriting for new business opportunities.
• Coordinate timely RFP responses with various teams.
• Present final underwriting to leadership.
• Manage financial analytics and reporting needs.

Skills

Financial analysis

Actuarial services

Accounting

Excel

Data visualization tools

SQL

SAS

R

Education

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

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, and
• 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. To learn more, visit www.judi.health.

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 standard operating procedures
• 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 Ranges

New York, NY: $76,000—$95,000 USD

Denver, CO: $69,600—$87,000 USD

Charlotte, NC: $63,200—$79,000 USD

Additional Information

All employees are responsible for adherence to the Capital Rx 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.