Underwriting Analyst

Optimyl Benefits

28d•Remote

About The Position

The Underwriting Analyst is responsible for managing the RFP workflow, maintaining accurate electronic underwriting files, and supporting the end-to-end processing of new and sold business. The role serves as a key point of contact for Sales, brokers, and external partners, and works closely with Underwriters to prepare eligibility and medical data for risk assessment and pricing. This is a fully remote position.

Requirements

Minimum of 2 years of experience as an Underwriting Analyst or Underwriting Assistant.
Minimum of 2 years of experience working in health insurance policy.

Nice To Haves

Experience with Small Group Health Insurance participation, group eligibility, and related processes.
Demonstrated ability to work independently while effectively coordinating with cross-functional teams and external partners.
Strong organizational skills with a track record of managing multiple priorities and deadlines in a fast-paced environment.
Proficiency with underwriting systems, document management platforms, and Microsoft Office Suite.

Responsibilities

Manage the RFP workflow by compiling information and reports needed to underwrite quotes.
Load eligibility and medical information into Optimyl's application software in preparation for Underwriter risk assessment and pricing.
Process and maintain orderly electronic underwriting files, ensuring accuracy and completeness.
Serve as a professional and responsive point of contact for Sales, external Optimyl partners, brokers, and suppliers via phone and email.
Prepare sold documentation from proprietary database and route to broker or Producer for client review and signature.
Set up and maintain all sold case files.
Update and maintain the Outstanding Documents Log on a daily basis.
Follow up and collect all sold case documentation from TPAs and brokers, requiring continuous client engagement.
Coordinate communication between clients, TPAs, brokers, and internal Optimyl departments.
Review and save completed sold case files in preparation for policy issuance.
Process all non-renewals and terminations, and notify all required parties accordingly.
Assist with Sold Business Policy support as delegated.
Adhere to company guidelines, policies, and procedures at all times.
Use various systems, tools, and resources to accurately complete and track assigned work.
Perform other duties as assigned as the business continues to develop.