Underwriting Analyst

MORETON & COMPANY•Salt Lake City, UT
•Onsite

About The Position

The Underwriting Analyst develops and manages reporting capabilities for large accounts with 100 or more contracts. The role evaluates health plans, funding arrangements, and financial models, and applies new techniques and methodologies to meet underwriting goals. The analyst compiles carrier data, manages client reporting tools and third-party vendors, develops financial models, and works with carrier reporting divisions. The position also supports the transition of new carrier data structures into existing accounts and ensures reporting is accurate and concise to aid decision-making.

Requirements

  • Bachelor’s degree in Computer Science, Mathematics, Economics, or Finance, or equivalent work experience.
  • Ability to work with time demands and meet deadlines.
  • Advanced knowledge of Excel, Access, Word, and PowerPoint.
  • Strong written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • Knowledge of underwriting practices and methodologies.
  • Strong analytical ability.

Responsibilities

  • Compile all carrier data for groups with 100 or more contracts.
  • Manage client reporting tools in-house and through third-party vendors.
  • Create financial models.
  • Develop strong relationships with carriers’ reporting divisions.
  • Transition new carriers’ data structures into existing accounts.
  • Ensure reporting is accurate and concise to support decision-making.
  • Evaluate health plans, funding arrangements, and financial models.
  • Apply new techniques and methodologies to meet underwriting goals.
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