Case Underwriter

Judi Health

$80K — $100K *
Healthcare
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Actuarial Science, Statistics, or Economics; or relevant work experience
  • 2+ years in financial analysis, actuarial services, or pricing & underwriting
  • Experience in pharmacy, PBM, or health plan environments
  • Strong knowledge of risk management and financial modeling
  • Proficient in Excel and data visualization tools, with SQL, SAS, or R as a plus
  • Ability to analyze and interpret large data sets including historical claims data
  • Proven track record of managing cross-functional projects and meeting deadlines

Responsibilities

  • Direct and execute daily pricing and underwriting for new and renewing business
  • Coordinate with Sales and other functions for timely RFP responses
  • Collaborate with teams to refine underwriting and financial reporting SOPs
  • Support client contracts to ensure alignment with proposal terms
  • Present final underwriting to leadership and articulate potential risks
  • Maintain and develop underwriting and financial reporting systems
  • Analyze external data for best underwriting practices

Benefits

  • Flexible hybrid work model available in select U.S. cities
  • Opportunity to collaborate across various teams
  • Professional development opportunities in financial practices
  • Dynamic work environment with a focus on continuous improvement
  • Engagement in cross-functional initiatives enhancing skill sets
Full Job Description


Hybrid (Local to New York, NY, Denver, CO or Charlotte, NC)

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:
  • Direct and execute day-to-day pricing and underwriting for new and renewing business opportunities
  • Coordinate with Sales, RFP response, and other business functions to submit timely and complete RFP responses
  • Collaborate with Executive Team and other business functions to design, refine, and maintain internal underwriting, financial modeling, and financial reporting SOPs
  • Support client contracting, including validation that contract terms align with proposal underwriting parameters
  • Present final underwriting to Sales and Executive Team and be able to articulate any potential risk
  • Support continued development and maintenance of underwriting and financial reporting system infrastructure
  • Mine external data to determine best underwriting practices for each business opportunity
  • Manage multiple projects and deadlines as needed
  • Work collaboratively across the organization to communicate and support ongoing financial analytics and reporting needs
  • Support analysis and development of pricing models for new products
  • Support general business needs, as required
  • Responsible for adherence to the Judi Health Code of Conduct including reporting of 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)
  • 2+ years of proven experience in financial analysis, actuarial services, accounting, pricing & underwriting
  • Pharmacy, PBM, or Health Plan experience required
  • 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
  • Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
  • Ability to balance multiple complex projects simultaneously
  • Exceptional 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


New York, NY Salary Range

$80,000-$110,000 USD

Denver, CO Salary Range

$80,000-$100,000 USD

Charlotte, NC Salary Range

$80,000-$100,000 USD

All employees are responsible for adherence to the Judi Health Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.

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