Underwriting Specialist

Rhode Island Commerce; Cincinnati (OH); On-site; USD 60,000 - 75,000; Full time

Job summary

Custom Design Benefits in Cincinnati, OH is seeking an Underwriting Specialist (Sales Support Specialist) for a full-time exempt role. Base pay ranges from $60,000 to $75,000 per year, with responsibilities spanning stop-loss provisions, RFP coordination, renewal management, bid analysis, carrier collaboration, Salesforce-driven operations, and marketing support.

This role focuses on delivering accurate proposals and superior client outcomes while coordinating across sales partners, brokers, and

Responsibilities

• Understand and Integrate Key Elements: Interpret stop-loss provisions, network, Pharmacy Benefit Manager, financial data, and plan design to support sales strategy.
• Request for Proposal (RFP) Coordination: Manage the entire RFP process, including reviewing materials, obtaining competitive information, selecting partner markets, and organizing submissions.
• Proposal and Renewal Management: Prepare accurate proposals, summaries, and documentation for new sales and renewals, including ASO and ancillary services.
• Bid Review and Feedback: Analyze and compare bids for accuracy, competitiveness, and alignment with sales strategies; provide feedback to carriers.
• Client and Carrier Collaboration: Maintain strong relationships with sales partners, brokers, and carriers, ensuring timely and effective communication, feedback, and negotiation.
• Operational Efficiency: Utilize Salesforce for data tracking, task assignment, and report generation while ensuring accurate rate sheets for invoicing and internal use.
• Marketing Support: Contribute to marketing efforts, update proposal materials, propose and execute creative ideas to support sales strategy.
• Post-Sale and Ongoing Support: Oversee stop-loss binding, disclosures, document accuracy, and renewal processes, ensuring smooth implementation and superior client outcomes.

Tools

Salesforce

Job description

• Base Pay $60,000.00 - $75,000.00 / Year
• Industry Stop Loss Reinsurance, Employee Benefits, Healthcare
• Employee Type Full Time Exempt

Contact information

• Email [e-mail]

Are you looking for a career, not just a job?

At Custom Design Benefits, our growth is fueled by a clear vision, disciplined execution, and a team that leads with values. We’re guided every day by what matters most:

1. Take Care of Our Clients

2. Be Positive and “Bring It”

3. Deliver Results

Our Underwriting Specialist position, internally known as the Sales Support Specialist will be expected to do the following tasks:

• Understand and Integrate Key Elements: Interpret stop-loss provisions, network, Pharmacy Benefit Manager, financial data, and plan design to support sales strategy.
• Request for Proposal (RFP) Coordination: Manage the entire RFP process, including reviewing materials, obtaining competitive information, selecting partner markets, and organizing submissions.
• Proposal and Renewal Management: Prepare accurate proposals, summaries, and documentation for new sales and renewals, including ASO and ancillary services.
• Bid Review and Feedback: Analyze and compare bids for accuracy, competitiveness, and alignment with sales strategies; provide feedback to carriers.
• Client and Carrier Collaboration: Maintain strong relationships with sales partners, brokers, and carriers, ensuring timely and effective communication, feedback, and negotiation.
• Operational Efficiency: Utilize Salesforce for data tracking, task assignment, and report generation while ensuring accurate rate sheets for invoicing and internal use.
• Marketing Support: Contribute to marketing efforts, update proposal materials, propose and execute creative ideas to support sales strategy.
• Post-Sale and Ongoing Support: Oversee stop-loss binding, disclosures, document accuracy, and renewal processes, ensuring smooth implementation and superior client outcomes.