Financial & Underwriting Consultant - Employee Benefits

Alliant Insurance Services•Washington, DC

About The Position

Responsible for executing advanced pricing and analysis requests and leading the development and management of assigned underwriting and analyst teams. The role serves as a subject matter expert in underwriting, plan values, pricing, and analysis; manages client underwriting projects; supports business development; and oversees analytical deliverables, team training, and mentoring. The position also coordinates external business partner relationships and ensures accurate, timely work and complete agency management system data.

Requirements

Bachelor's degree or an equivalent combination of education and experience.
Eight or more years of related work experience.
One or more years of management experience leading a team of at least three individuals.
Must continue to meet continuing education requirements for license renewal.
Proficiency in Microsoft Office Suite, including advanced Microsoft Excel skills.
Excellent verbal and written communication skills.
Excellent problem-solving and time-management skills.
Good customer service skills, including telephone and listening skills.
Excellent planning, organizational, and prioritization skills.
Ability to work within a team and foster teamwork.
Ability to manage mid-level and large projects and effectively lead assigned teams to achieve goals.
Ability to work productively as an individual to accomplish assigned projects.
Ability to prioritize work across multiple projects and deadlines.

Responsibilities

Act as a subject matter expert in major underwriting areas, including special pricing and marketing projects.
Meet with clients and the Financial & Underwriting team to define and accomplish projects.
Assist in determining team strategic goals, including resource planning, education and training needs, policy development, and business growth.
Identify, coordinate, and manage relevant external business partner relationships, including insurance carriers, external consultants, third-party administrators, and vendors.
Apply knowledge of actuarial plan values and their use in pricing and analysis projects, including use of relevant plan analysis and pricing software.
Understand underwriting models and reporting templates, and modify or customize them to meet customer needs.
Lead and manage assigned client underwriting projects and present analyses directly to clients in a clear and confident manner.
Assist Producers with prospecting activities, including written RFP responses, finalist presentations, and follow-up activities.
Maintain data tracking and reporting for financial management, underwriting models, client reports, and other analytical deliverables.
Use multiple carrier data and reporting systems to obtain claim data for reporting and analysis.
Analyze and challenge insurance company renewal calculations for fully insured health, dental, and vision contracts.
Pursue educational opportunities to develop underwriting knowledge and keep informed about market trends and the regulatory environment.
Ensure accuracy and timeliness of work, manage timelines, and meet established deadlines.
Address incoming correspondence and respond in a timely manner.
Lead the development and delivery of training on underwriting and analysis topics.
Mentor Financial & Underwriting team members.
Comply with agency management system data standards and maintain complete and accurate information.