Underwriting and Financial Analyst, Employee Benefits - Middle & Large Groups

World Insurance Associates LLC; New York (NY); On-site; USD 65,000 - 70,000; Full time

Job summary

A leading company in the insurance industry is looking for an Underwriting and Financial Analyst to lead placement and analytics for various client types. The role involves preparing proposals, communicating with clients, and developing financial models, while providing a supportive work environment aimed at achieving excellence.

Qualifications

• Knowledge/user of WIA EB Analytics models and deliverables.
• Professional level work interpreting complex issues.
• Must hold state life and health insurance license.

Responsibilities

• Manage RFP preparation and client proposal development.
• Develop fully insured renewal projections and feasibility studies.
• Build and maintain positive carrier relationships.

Skills

Knowledge of underwriting and analytics

Analytical skills

Data analysis using Excel

Education

Bachelor's degree preferred

Tools

Excel

Power Point

Job description

Underwriting and Financial Analyst, Employee Benefits - Middle & Large Groups

Underwriting and Financial Analyst, Employee Benefits - Middle & Large Groups

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Position Summary

With some guidance and or direction, leads placement and analytics for less complex level funded, and self-funded clients (with 100 or more enrolled employees and/or generating more $25k in annualized revenue) or those fully insured clients over $100k.

Position Summary

With some guidance and or direction, leads placement and analytics for less complex level funded, and self-funded clients (with 100 or more enrolled employees and/or generating more $25k in annualized revenue) or those fully insured clients over $100k.

Primary Responsibilities

• Manages RFP preparation, carrier quote review, client proposal development and carrier negotiations.
• Communicates carrier specific strengths and weakness to clients throughout the renewal process.
• Builds and may deliver messaging around fully insured, level-funded and less complex self-funded financial dashboards.
• Develops fully insured renewal projections, and self-funded marketing and feasibility studies, with guidance from more senior colleagues
• Models’ various contribution strategies and articulate pros and cons of different approaches.
• Writes client facing Executives Summaries that include observations, recommendations and next steps for senior colleague to review.
• Builds and maintains positive carrier relationships.
  
  

Skills/Qualifications

• Knowledge / user of all WIA EB Analytics models and deliverables including Financial Dashboards, RFPs, forecasting models and contribution modeling.
• Knowledge of underwriting and analytics value proposition to prospects, clients and WIA colleagues.
• Performs professional level work that typically requires processing and interpreting, more complex, less clearly defined issues.
• Word, Excel and Power Point. Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively.
  
  

Professional Licenses/Certifications

• Must hold state life and health insurance license
  
  

Education

• Bachelor's degree preferred, but equivalent work experience would be considered
  
  

Compensation

This position is located in New York State. The base salary for this position at the time of this posting may range from $65,000 to $70,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

To Executive Search Firms And Staffing Agencies

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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