Remote Senior Underwriter & Financial Analyst

CVS Health; Olympia (WA); On-site; USD 47,000 - 122,000; Full time

Benefits offered by this job

Comprehensive benefits

Remote work in the US

Annual bonus eligibility

Job summary

CVS Health, Meritain Health underwriting role, is fully remote in the United States, supporting Mid-Market and captive/alternate channels. You will help price and place stop loss policies, prepare quotations, and provide financial projections using Excel and Salesforce.

The role requires 1–2 years of medical insurance experience, strong communication, and analytical skills, with collaboration across Sales and Client Management.

Qualifications

• 1-2 Years of applicable medical insurance experience: brokers (producers), carriers, third-party administrators, benefit analysis, underwriting, rating methodologies, or policy marketing, etc.
• Excellent verbal and written communication skills.
• Exceptional problem solving and decision-making skills.
• Demonstrated analytical skills.
• Adept at collaboration and teamwork.
• Adept at growth mindset (agility and developing yourself and others) skills.

Responsibilities

• Provide guidance and consultation to Sales and Client Management on pricing and stop loss strategies.
• Prepares and issues quotations and other financial deliverables for prospective and existing business while meeting departmental TAT goals.
• Prepares financial projections on prospects utilizing financial models in Excel and Salesforce.
• Marketing and placement of stop loss policies, negotiating terms based upon claims data, strategy, relationships and cost avoidance/reduction efforts.
• Works with leaders from key functional areas to understand potential impacts for custom requests.
• Manages and interprets operational data and applies to fee development and financial analysis.
• Presents to internal/external customers, constituents, and business partners.
• Displays understanding of Meritain products and services with strong business and systems knowledge.
• Develops and participates in presentations to existing and prospective customers, business partners and internal business areas.
• Collaborates with leadership in Sales to determine product mix to issue on proposals that reduce total cost of care for the plan sponsor.
• Independently assists sales and client management personnel in explaining rates/fees and communication of underwriting and stop loss policies.
• Establishes and maintains positive relationships with sales, client management, stop loss panel and internal partners.

Skills

Verbal and written communication

Analytical skills

Collaboration and teamwork

Growth mindset / agility

Education

High School Diploma, GED or equivalent

Bachelor's degree preferred

Tools

Microsoft Excel

Salesforce

Job description

CVS Health, Meritain Health underwriting role, is fully remote in the United States, supporting Mid-Market and captive/alternate channels. You will help price and place stop loss policies, prepare quotations, and provide financial projections using Excel and Salesforce.

The role requires 1–2 years of medical insurance experience, strong communication, and analytical skills, with collaboration across Sales and Client Management.