The Sr. Underwriting Analyst supports Baldwin's Employee Benefits practice, working with advisor and sales teams to support modeling, trends, data management, and project-based work across medical, dental, and vision lines of coverage.
PRIMARY RESPONSIBILITIES:
- Primary responsibility for monthly client deliverables
- Create and manage dashboard exhibits
- Establish ongoing communication with carriers to monitor claims
- Remain current with employee benefits products and trends
- Build employer/employee contribution strategies and projection-based modeling (examples: M&A resources, contribution and migration modeling)
- Apply underwriting and actuarial modeling tools to analyze claims experience, project renewal costs, and support plan performance benchmarking
- Collaborate with advisor, sales, actuarial, and account management teams to deliver integrated client analysis and recommendations
- Assist on additional team projects as needed
- Provide data manipulation and formatting expertise
- Support and develop medical utilization project-based work
EDUCATION, EXPEREINCE, KNOWLEDGE, SKILLS, AND ABILITIES:
- Bachelor's degree required
- Experience with a carrier, medical preferred
- Working knowledge of medical, dental, and vision insurance carrier market financials, products, and benefit offerings
- Knowledge of plan funding arrangements, including fully insured, level-funded, and self-funded structures
- Organizational skills and time management
- Strong mathematic ability
- Effective communications skills both written and verbal for interface with Clients and co-workers
- Ability to work in a team environment
- Strong collaboration skills, with the ability to work effectively across cross-functional and inter-departmental teams
- Effective computer skills: Microsoft Office Software, and other firm and discipline-specific software applications. Excel and PowerPoint skills required.
- Ability to take initiative, problem-solve, multi-task and work well under pressure
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
The starting pay is $105,000-$119,000 salary is negotiable upon time of hire.
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