Senior Analyst, Executive Underwriting Priorities

CVS Health; United States; Remote; USD 65,000 - 173,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

401(k) plan

Paid time off

Wellness programs

Job summary

CVS Health is seeking a Senior Analyst, Executive Underwriting Priorities to support Caremark Underwriting leadership. You’ll research pricing drivers, forecast outcomes, and coordinate with data teams and stakeholders in a fast-paced environment.

The role emphasizes Excel-driven analyses, structured problem solving, and clear communication of complex findings to non-technical audiences. Bachelor’s degree required, 40-hour weekly schedule, benefits package included.

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.

Responsibilities

• Research & issue resolution support: Respond to a broad range of adhoc requests by gathering facts, performing targeted analyses, and producing clear, concise readouts for leadership and business partners.
• Model output investigation & variance analysis: 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.
• Cross-functional coordination: Partner with stakeholders across the underwriting ecosystem to obtain answers, trace data lineage, and confirm interpretation of results.
• Side analyses and supporting models: Build and maintain “side” analyses (primarily in Excel) to validate assumptions, reconcile outputs, quantify impacts, and support leadership decision needs.
• Data handling & querying: Work with structured datasets and support extraction/validation of inputs and outputs using relational data concepts and SQL.
• Documentation & knowledge management: Maintain organized notes, assumptions, and reference materials to reduce rework and ensure questions are not reopened without new information.
• Meeting support: Prepare meeting briefs, capture action items, and represent leadership in lower-priority meetings when needed.
• Continuous improvement: Identify opportunities to streamline recurring requests, improve clarity of outputs, and enhance reliability of analysis.

Skills

Analytical mindset

Attention to detail

Cross-functional collaboration

Education

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

Tools

Excel

SQL

Job description

Position Summary

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.

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

• Research & issue resolution support: Respond to a broad range of adhoc requests by gathering facts, performing targeted analyses, and producing clear, concise readouts for leadership and business partners.
• Model output investigation & variance analysis: 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.
• Cross‑functional coordination: 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.
• Side analyses and supporting models: Build and maintain “side” analyses (primarily in Excel) to validate assumptions, reconcile outputs, quantify impacts, and support leadership decision needs.
• Data handling & querying: 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).
• Documentation & knowledge management: Maintain organized notes, assumptions, and reference materials to reduce rework, improve repeatability, and ensure questions are not re‑opened without new information.
• Meeting support: 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.
• Continuous improvement: 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 & Pay

Anticipated Weekly Hours 40

Time Type Full time

Pay Range The typical pay range for this role is: $64,890.00 - $173,040.00 This pay range represents the base hourly rate or base annual full‑time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short‑term incentive program in addition to the base pay range listed above.

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.

Compliance

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

Culture & Work Experience

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self‑disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.