Senior Analyst, Executive Underwriting Priorities

CVS Health; Jackson (MS); On-site; USD 65,000 - 173,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

PTO

Retirement plan

Wellness programs

Job summary

CVS Health is seeking a Senior Analyst, Executive Underwriting Priorities, to support Caremark Underwriting leadership. You will research, validate, and synthesize data to resolve time-sensitive questions and guide decisions in pricing and forecasting.

The role requires Excel expertise, comfort with large datasets, and the ability to navigate a fast-paced environment with minimal supervision. Anticipated 40-hour weeks; full-time employment.

Qualifications

• 2 years of relevant professional experience in analytics, finance, underwriting, actuarial, forecasting, or a related quantitative discipline.
• Experience with Microsoft Excel, including complex formulas and structured modeling (INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables).
• Familiarity with relational databases and SQL concepts for data extraction, validation, and analysis.

Responsibilities

• Respond to ad hoc requests by gathering facts, performing analyses, and producing clear readouts for leaders and partners.
• Diagnose changes in pricing and forecasting results and identify key drivers and data shifts.
• Collaborate with modeling, data, finance, and SME teams to obtain answers and validate results.
• Create side analyses in Excel to validate assumptions, reconcile outputs, and quantify impacts.
• Work with structured data and SQL to extract and validate inputs/outputs.
• Maintain notes and references to improve repeatability and avoid rework.
• Prepare meeting briefs and capture action items; represent leadership in lower-priority meetings when needed.
• Identify opportunities to streamline recurring requests and improve output clarity and reliability.

Skills

Analytical thinking

Excel

SQL

Education

Bachelor’s degree in actuarial science, mathematics, statistics, economics, finance, business, data analytics, or related field

Tools

Excel

SQL

Job description

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Position Summary

The Senior Analyst, Executive Underwriting Priorities will provide analytical and operational support to Caremark Underwriting leadership by researching, validating, and synthesizing information needed to resolve time-sensitive questions and enable informed decision-making. This role is responsible for investigating drivers of change in pricing and forecasting outputs, identifying root causes of anomalies, and coordinating across internal stakeholders to obtain clarifications, data sources, and supporting documentation. The successful candidate is highly analytical, Excel-savvy, comfortable working with large datasets, and able to “figure things out” in a complex, fast-paced environment with minimal supervision.

Key Responsibilities

• Respond to a broad range of ad hoc requests by gathering facts, performing targeted analyses, and producing clear, concise readouts for leadership and business partners.
• Perform diagnostic reviews to explain changes in results across pricing and forecasting tools/models, including identification of key drivers, input changes, data shifts, and methodology impacts.
• Partner with stakeholders across the underwriting ecosystem (e.g., modeling/tool owners, data teams, finance partners, and subject matter experts) to obtain answers, trace data lineage, and confirm appropriate interpretation of results.
• Build and maintain “side” analyses (primarily in Excel) to validate assumptions, reconcile outputs, quantify impacts, and support leadership decision needs.
• Work with structured datasets and support extraction/validation of inputs and outputs using relational data concepts and SQL (hands‑on query writing and/or leveraging standard tools and resources).
• Maintain organized notes, assumptions, and reference materials to reduce rework, improve repeatability, and ensure questions are not re‑opened without new information.
• Prepare meeting briefs (what changed, why it matters, what decisions are needed), capture action items, and—when needed—represent leadership in lower‑priority meetings to capture key takeaways and follow‑ups.
• Identify opportunities to streamline recurring requests, improve clarity of outputs, and enhance reliability of analysis through better templates, tracking, and documentation practices.

Core Competencies

• Analytical rigor; structured problem solving; attention to detail
• Intellectual curiosity and persistence (“runs things down”)
• Strong organization and documentation habits
• Stakeholder engagement and professional communication
• Sound judgment with sensitive/confidential information

Required Qualifications

• 2 years of relevant professional experience in analytics, finance, underwriting, actuarial, forecasting, or a related quantitative discipline.
• Experience with Microsoft Excel, including complex formulas and structured modeling (e.g., INDEX/MATCH or XLOOKUP, SUMIFS, pivot tables, error checking, reconciliation techniques).
• Familiarity with relational databases and SQL concepts for data extraction, validation, and analysis.

Preferred Qualifications

• Experience in PBM, healthcare, health plan, or underwriting/pricing environments.
• Experience working with large datasets and performing reconciliations across multiple sources/systems.
• Ability to work effectively in a cross‑matrix environment and build productive relationships across functions.
• Comfort learning new tools/systems quickly and operating in environments with evolving processes and requirements.
• Actuarial student status preferred, actively pursuing actuarial credentials with 3+ exams passed.
• Demonstrated ability to investigate ambiguous problems, ask strong clarifying questions, and drive issues to resolution through structured analysis and stakeholder follow‑up.
• Strong written and verbal communication skills, including the ability to summarize complex findings for non‑technical audiences and document decisions and next steps.
• Ability to manage multiple priorities, operate with urgency, and deliver accurate work under tight timelines.

Education

Bachelor’s degree in actuarial science, mathematics, statistics, economics, finance, business, data analytics, or a related quantitative field preferred (or equivalent experience).

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is: $64,890.00 - $173,040.00

Benefits

Great benefits for great people. We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility. Additional details about available benefits are provided during the application process and on Benefits Moments.

Application Window

We anticipate the application window for this opening will close on: 10/30/2026

Equal Opportunity / Eligibility Statement

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.