Senior Benefit Underwriting Analyst

Capstone Search Group; Dallas (TX); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Bonus

Full benefits package

Hybrid work schedule

Job summary

A leading insurance broker in Dallas is seeking a Senior Benefit Underwriting Analyst to support financial analysis, marketing, and client service. The role requires expertise in self-funded benefits plan underwriting and involves building relationships with clients and managing financial viability. Candidates should have advanced Excel skills and experience in data analysis. Compensation includes a salary range of $100,000 to $125,000, bonuses, and a comprehensive benefits package, with a hybrid work schedule.

Qualifications

• Experience in self-funded benefits plan underwriting or consulting.
• Ability to build financial partnerships with clients and carriers.
• Proficient in financial analysis and data interpretation.

Responsibilities

• Build relationships with customers and partners.
• Manage financial viability of employee benefits plans.
• Analyze data using various analytics platforms.
• Assist in sales by demonstrating financial proof.

Skills

Advanced Excel skills

Self-funded group health insurance plan analysis

Data gathering and analysis

Statistical testing on historical data

Preparation and presentation of financial reports

Job description

About the Role

Senior Benefit Underwriting Analyst insurance job opening in Dallas. Join one of the country’s largest independent insurance brokers to support financial analysis, marketing, and client service. Self-funded benefits plan underwriting and/or consulting experience is required to effectively gather and assess data to negotiate renewal pricing. You’ll work with the client management teams, producers, and carrier-side underwriters to develop and maintain financial and claims analysis on group health and welfare plans.

Duties & Responsibilities

• Build relationships and create financial partnerships with customers, clients, and carrier partners
• Manage the financial viability of self-funded employee benefits plans
• Help employers make financially sound decision based on benefit models and structures
• Analyze data using raw data sets and analytics platforms
• Assist in the sales process; show financial proofs of success and demonstrate analytics capabilities

Skills & Experience

• Advanced Excel skills and general mathematical principles
• Self-funded group health insurance plan analysis and/or underwriting
• Data gathering and analysis, development of custom pricing and valuation models
• Statistical testing on historical data using IBNR and reserve calculations
• Preparation and presentation of financial reports to clients
• Ensure that vendors are performing services as expected and in the best interest of the Client

Compensation, Benefits, & Perks

$100-125,000 + bonus + full benefits package + hybrid work schedule

Tagged as: analyst, analytics, claims, customer service, data analytics, employee benefits, loss ratio, marketing, medical, underwriting