Underwriting Analyst

Capital Rx; Charlotte (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

Capital Rx in Charlotte, North Carolina is seeking a professional to provide support for pricing and underwriting. This role includes collaborating with teams to drive improvements in financial models and ensure accurate RFP responses.

The ideal candidate should possess a Bachelor's degree and have 1-3 years of experience in financial analysis, with strong analytical and communication skills. Proficiency in Excel and data visualization tools is required.

Qualifications

• 1-3+ years of experience in financial analysis, actuarial services, accounting, or pricing & underwriting.
• Knowledge of risk management, statistics, and financial modeling.
• Experience analyzing historical claims data and manipulating large datasets.

Responsibilities

• Support day-to-day pricing and underwriting activities.
• Assist in the development and execution of pricing strategies.
• Collaborate on maintaining and enhancing underwriting processes.

Skills

Financial analysis

Data manipulation

Analytical skills

Excel proficiency

Problem-solving skills

Communication skills

Education

Bachelor's degree in Accounting, Finance, Actuarial Science, Statistics, or Economics

Tools

SQL

SAS

R

Data visualization tools

Job description

Position Summary

This role supports pricing and underwriting and ensuring timely and accurate RFP responses. The position involves collaborating with various teams to refine financial models and reporting, presenting final underwriting to leadership, and driving continuous improvement in pricing and underwriting practices.

Position Responsibilities

• Support day‑to‑day pricing and underwriting activities for new and renewal business opportunities under the guidance of senior team members
• Partner with the Underwriting Team and cross‑functional groups to help maintain and enhance underwriting processes, financial models, and reporting procedures
• Assist senior underwriters with the development and execution of pricing strategies
• Contribute to underwriting presentations by preparing materials and supporting documentation, including identifying potential risks for review
• Gather, review, and organize external data to support underwriting analysis and decision‑making
• Assist in the analysis and development of pricing models for new and existing products
• Manage assigned tasks across multiple projects, ensuring timelines and deliverables are met
• Support ongoing maintenance and enhancements of underwriting and financial reporting systems
• Collaborate with internal stakeholders to help fulfill financial analytics and reporting needs
• Provide general analytical and operational support to meet broader business needs
• Adhere to the Capital Rx Code of Conduct, including reporting any identified noncompliance

Required Qualifications

• Bachelor's degree, with record of strong academic performance in Accounting, Finance, Actuarial Science, Statistics, or Economics (In lieu of a degree, equivalent relevant work experience may be considered)
• 1‑3+ years of proven experience in financial analysis, actuarial services, accounting, pricing & underwriting preferred
• Pharmacy, PBM, or Health Plan experience preferred
• Knowledge of risk management, statistics, financial modeling
• Experience manipulating large data sets, including the ability to analyze and interpret historical claims data
• Proficient in Excel and data visualization tools
• Experience in either SQL, SAS, or R preferred
• Ability to balance multiple complex projects simultaneously
• Strong technical, analytical, and problem‑solving skills
• Exceptional written and verbal communication skills
• Extremely flexible, highly organized, and able to shift priorities easily
• Attention to detail & commitment to delivering high quality work product

We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at https://www.judi.health/legal/privacy-policy.