Sr Automated Underwriting Rules Analyst

Sammons Financial Group • Sioux Falls, SD

4h • Onsite

About The Position

Support the design, implementation, and maintenance of underwriting rules to drive operational efficiencies, ensuring mortality expectations are met. Collaborate with other departments and external partners, including New Business, Underwriting, Marketing, Sales, Information Technology (IT), and third-party vendors.

Requirements

• College degree or equivalent industry related work experience Required
• Rules writing experience Required
• Possess excellent organizational and project management skills, with ability to manage multiple assignments simultaneously
• Strong and effective leadership, decision-making, and motivational skills
• Strong interpersonal skills for relationship building
• Flexible and adaptable to quickly changing deadlines within projects
• Excellent communication skills, including listening, oral, presentation, and written
• Strong analytical skills in assessing medical evidence and mortality data
• Able to effectively use Excel
• Designation or working toward completion of FALU Required

Nice To Haves

• Life Underwriting experience Preferred

Responsibilities

• Confidently lead and effectively take ownership of the projects to which you are assigned.
• Develop, update, and manage underwriting rules within the underwriting platforms, supporting efficiency and scalability initiatives aligned to life strategy goals.
• Within an automated underwriting framework, lead solution design efforts by identifying gaps, defining workflows and rules, and refining requirements in collaboration with vendors and internal teams.
• Work closely with outside underwriting engine and administrative system vendors to create, maintain, and alter underwriting rules as needed.
• Collaborate with Mortality Management and Underwriting Research to create or adjust accelerated underwriting rules.
• Work closely with existing medical and underwriting evidence vendors to ensure data is mapped appropriately to our application questions and meets our mortality assumptions and efficiency goals.
• Work closely with existing medical and underwriting evidence vendors to ensure data is appropriately mapped to application questions, aligned with mortality assumptions, and supportive of application design and filing efforts as needed.
• Perform Quality Assurance (QA) testing of underwriting rules as needed.
• Work in partnership with Underwriting Research to update Standard Operating Procedures (SOPs) as needed.
• Lead and engage in technical tasks, including story writing, requirements definition, testing, troubleshooting, and quality assurance, to ensure the accuracy and compliance of underwriting rules and project deliverables.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.

Benefits

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree