Underwriting Setup Associate

ParetoHealth•Philadelphia, PA

14h•Hybrid

About The Position

ParetoHealth is seeking an organized, detail-oriented, data-driven Setup Team Associate to support underwriting processes for new business and renewals. The role works closely with Account Management and Sales to ensure required client and prospect materials are received, and collaborates with Underwriters to prepare cases for the next stage. The position supports accurate, efficient service as the organization grows, with the opportunity to grow within the company over time. The associate coordinates with internal teams, validates and quality-checks data, identifies problems and process improvements, escalates unresolved issues, and manages work according to deadlines and team goals. The role is based in an engaging hybrid work environment. ParetoHealth does not provide employment visa sponsorship; candidates must be authorized to work in the United States without sponsorship now or in the future.

Requirements

Bachelor’s degree in Math, Statistics, Economics, Finance, Insurance, Actuarial Science, or a related field.
Strong attention to detail and organizational skills.
Excellent communication skills for collaborating with team members and escalating issues effectively.
Analytical mindset and ability to evaluate data and processes, identify inconsistencies, and identify potential improvements.
Proficiency in Microsoft Excel and Word, and willingness to learn new tools and processes.
Must be authorized to work in the United States without employment visa sponsorship, both now and in the future.

Nice To Haves

Previous experience in healthcare or insurance is a plus but not required.

Responsibilities

Coordinate with Account Managers and Sales Associates to ensure complete and accurate materials are received for renewals and new business quotes.
Respond to inquiries related to data validation and provide support when required.
Collaborate with Underwriters to ensure cases are queued appropriately and ready for the next stage.
Identify data anomalies or trends that may indicate larger issues.
Propose solutions to improve data accuracy or streamline processes.
Escalate unresolved issues to the appropriate team or department.
Review data for errors, inconsistencies, or missing information.
Cross-reference data with source documents to ensure accuracy.
Perform regular quality checks and audits to identify and correct errors.
Prioritize tasks and manage workload based on deadlines and team goals.
Collaborate with team members to meet departmental objectives.
Adapt to changing priorities and reassignments as needed.