Underwriting Specialist
About The Position
We are seeking a detail-oriented and organized Underwriting Specialist to join our team. This role is ideal for someone who thrives in a fast-paced environment, takes initiative, and has a strong aptitude for learning new processes and tools. The Underwriting Specialist will support the group renewal process, perform implementation tasks, and contribute to proposal generation, reporting, and team development. Here’s your chance to dive into the world of underwriting and build a strong foundation for a rewarding career with an innovative healthcare company. We offer outstanding benefits, bonus opportunities, room to grow, and plenty of extras that make working here even better!
Requirements
- High School Diploma or Equivalent
- Proficiency in Microsoft Excel, as well as other Office applications and Adobe tools.
- Strong attention to detail and organizational skills.
- Ability to manage multiple tasks and meet deadlines consistently.
- Self-starter with the ability to learn quickly and work independently or as part of a team.
- Excellent written and verbal communication skills.
Nice To Haves
- Bachelor’s degree in Business or Finance (preferred).
- Prior experience in underwriting, health insurance, or employee benefits is a plus.
Responsibilities
- Pull and organize documentation for renewing groups.
- Complete the setup process for renewal group underwriting.
- Perform a variety of implementation tasks, including: Updating Commissions, Master Group Info, and Master Group Rates tables. Creating documentation packages for renewals. Conducting final approvals for group setups.
- Generate and send proposals to Account Management, including: Calculations for No Medicare and No COBRA scenarios.
- Communicate high-cost claimant information to Case Management via email.
- Complete initial Return Calculation reports to support underwriting analysis.
- Support ad hoc underwriting projects as needed.
- Maintain 95%+ accuracy on group setup, measured via internal rubric.
- Assist in training and onboarding new team members.
- Provide cross-functional support, including tasks typically assigned to New Group Underwriting Interns.
Benefits
- 5% annual bonus based on company profitability
- Affordable health, vision, and dental insurance for you and your family
- Company contributes up to $2,300 to Health Savings Account annually
- Wellness program that contributes additional money towards your HSA
- Automatic 3% contribution into retirement plan
- Career development and growth opportunities
- Flexible Time Off & 10 paid holidays per year
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
