Employee Benefits Underwriting & Financial Analyst - Middle & Large Group
About The Position
Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. 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.
Requirements
- 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.
- Must hold state life and health insurance license
- Bachelor's degree preferred, but equivalent work experience would be considered
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
