Position Overview
This position will provide support and manage employee benefits for clients, with a focus on : Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits.
Essential Duties and Responsibilities
- Responsible for the preparation of the RFPs and the analyzation of the marketing results
- Designing, distributing, and evaluating responses to surveys and RFPs
- Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models
- The ability to create benchmark data and trend analysis for clients
- Work independently and make sound underwriting decisions based on financial results
- Proactive financial monitoring and review for assigned cases
- Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
- Create weekly, monthly and quarterly financial statements and / or projections
- Assist in quarterly presentation to clients on financial performance of insurance programs
- New Business Financial Evaluations, as needed by sales team
- Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
- Process all necessary paperwork by adhering to the department workflow and procedures
Qualifications
- Bachelor’s Degree or the recognized equivalent in education and experience, required
- 3+ years of underwriting experience
- Strong communication skills and ability to translate complex financial concepts into customer friendly format
- Proven ability to manage multiple projects simultaneously and produce quality deliverables on time
- Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
- Able to work independently and enjoy a high degree of interaction with team members
- Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
- Self-motivated and driven
- Maintain a sense of urgency and ability to work with and meet deadlines
- Demonstrates effective problem-solving abilities
- Demonstrates excellent time management and prioritization skills
- Attention to detail and commitment to a high level of accuracy
- The ability to use discretion surrounding sensitive information
- Ability to maintain a professional demeanor and positive attitude
Compensation
This position is located in New York. The base salary for this position at the time of this posting may range from $70,000 to $93,000.
Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications.
We offer a competitive benefits package and variable pay programs, please visit for more details.
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