Senior Underwriting Analyst, Benefits Data Modeling

The Baldwin Group; Irvine, Northern (CA, KY); Hybrid; USD 105,000 - 119,000; Full time

Job summary

The Baldwin Group is an award-winning insurance brokerage seeking a Sr. Underwriting Analyst to support the Employee Benefits practice with modeling, data management, and project work across medical, dental, and vision lines.

You will collaborate with advisor, sales, actuarial, and account management teams to deliver client analysis, dashboards, and renewal projections while maintaining high standards of accuracy and service.

Qualifications

• Bachelor's degree required.
• Experience with a carrier, medical preferred.
• Knowledge of medical, dental, and vision insurance carrier market financials, products, and benefit offerings.
• Knowledge of plan funding arrangements, including fully insured, level-funded, and self-funded structures.
• Organizational skills and time management.
• Strong mathematic ability.
• Effective communications skills both written and verbal for interface with Clients and co-workers.
• Ability to work in a team environment.
• Strong collaboration skills, with the ability to work effectively across cross-functional and inter-departmental teams.
• Effective computer skills: Microsoft Office Software, and other firm and discipline-specific software applications.
• Excel and PowerPoint skills required.
• Ability to take initiative, problem-solve, multi-task and work well under pressure.

Responsibilities

• Primary responsibility for monthly client deliverables.
• Create and manage dashboard exhibits.
• Establish ongoing communication with carriers to monitor claims.
• Remain current with employee benefits products and trends.
• Build employer/employee contribution strategies and projection-based modeling.
• Apply underwriting and actuarial modeling tools to analyze claims experience, project renewal costs, and support plan performance benchmarking.
• Collaborate with advisor, sales, actuarial, and account management teams to deliver integrated client analysis and recommendations.
• Assist on additional team projects as needed.
• Provide data manipulation and formatting expertise.
• Support and develop medical utilization project-based work.

Job description

The Baldwin Group is an award-winning insurance brokerage seeking a Sr. Underwriting Analyst to support the Employee Benefits practice with modeling, data management, and project work across medical, dental, and vision lines.

You will collaborate with advisor, sales, actuarial, and account management teams to deliver client analysis, dashboards, and renewal projections while maintaining high standards of accuracy and service.