Underwriting Professional I- PEO

Aon plc; Tampa (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Employee stock purchase plan

Medical, dental and vision insurance

Paid time off at management discretion

Job summary

Aon plc in Tampa, FL is seeking a PEO Underwriter I to join our Center of Excellence. The role blends strategic underwriting with collaboration across internal teams and external partners to tailor health plans for PEO clients.

Ideal candidates have health insurance underwriting experience, strong analytical skills, and comfort with underwriting models and Excel. The position offers a hybrid work arrangement in the Tampa area with in-office presence required several days weekly.

Qualifications

• Bachelor’s degree in business, finance, actuarial science, or equivalent industry experience preferred.
• Underwriting experience in health insurance or employee benefits.
• Strong analytical and data interpretation skills.
• Excellent communication and collaboration with stakeholders.
• Proficiency with underwriting models and Excel.

Responsibilities

• Assess and underwrite employer-sponsored medical plans for PEO clients.
• Analyze census data, claims experience, and premium history to calculate insurance premiums.
• Collaborate with insurance carriers to collect data and provide quote recommendations.
• Support the PEO sales team by preparing and distributing proposals and responding to client inquiries.
• Work with team members, health insurance carriers, and brokers to solve complex client challenges.
• Help develop and enhance underwriting models and tools, driving efficiency and innovation.

Skills

Analytical skills

Underwriting experience

Health insurance

Excel

Data analysis

CRM

Credit analysis

Risk analysis

Account management

Business communications

Education

Bachelor’s degree in business, finance, actuarial science, or equivalent industry experience preferred

Job description

We currently have an exciting underwriting career opportunity as a PEO Underwriter I. This position is part of Aon’s Underwriting Center of Excellence and supports Aon’s Tampa, FL based PEO and Staffing vertical and offers flexible work arrangements:

• If you reside in the Tampa or Miami areas: the role is hybrid, with an expectation of at least three days per week in the office.
• If you reside outside the Tampa/Miami areas: the role is fully remote and may be performed virtually from your home anywhere in the U.S.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

As a Health Insurance Underwriter, your day will be a blend of strategic analysis and collaboration, focused on developing tailored health insurance solutions for Professional Employer Organizations (PEOs). You’ll work with both internal teams and external partners to deliver the best results for our clients.

• Assess and underwrite employer-sponsored medical plans for PEO clients
• Analyze data such as census information, claims experience, and premium history to calculate insurance premiums
• Collaborate with insurance carriers to collect data and provide quote recommendations
• Support the PEO sales team by preparing and distributing proposals and responding to client inquiries
• Work with team members, health insurance carriers, and brokers to solve complex client challenges
• Help develop and enhance underwriting models and tools, driving efficiency and innovation

How this opportunity is different

At Aon, you will not only work closely with leading insurance carriers but also with a dynamic and supportive team that thrives on collaboration. You'll be part of a strategic process that ensures client satisfaction while also innovating within the underwriting field. Your contributions will help shape the future of how PEO clients structure their health plans.

Skills and experience that will lead to success

• Strong analytical skills and experience interpreting complex data
• Previous underwriting experience, particularly in health insurance or employee benefits
• Excellent communication skills and the ability to collaborate with internal and external stakeholders
• Proficiency in using underwriting models and Excel
• Data Analysis - Experienced; Documentation Review - Advanced; Financial Statement Analysis - Advanced; Insurance - Advanced; Portfolio Management - Experienced; Quality Control (QC) - Advanced; Risk Analysis - Experienced; Claims Support - Intermediate; Account Management - Advanced; Business Communications - Experienced; Business Development - Experienced; Business Relationship Management (BRM) - Intermediate; Credit Analysis - Experienced; Customer Relationship Management (CRM) - Experienced

Education:

• Bachelor’s degree in business, finance, actuarial science, or equivalent industry experience preferred

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $55,000 to $85,000 annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

The salary range reflected is based on a primary work location of Tampa, FL. The actual salary may vary for applicants in a different geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance. This role does not accrue vacation. Rather, this role is eligible to take paid time off at the discretion of the employee and management in accordance with company policy and practices. Various other types of leaves of absence; paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.