Sr Automated Underwriting Rules Analyst

About the role

Support the design, implementation, and maintenance of underwriting rules to drive operational efficiencies, ensuring mortality expectations are met. Collaborate with other departments and external partners, including New Business, Underwriting, Marketing, Sales, Information Technology (IT), and third-party vendors.

Responsibilities

• Confidently lead and effectively take ownership of the projects to which you are assigned.
• Develop, update, and manage underwriting rules within the underwriting platforms, supporting efficiency and scalability initiatives aligned to life strategy goals.
• Lead solution design efforts by identifying gaps, defining workflows and rules, and refining requirements in collaboration with vendors and internal teams.
• Create, maintain, and alter underwriting rules as needed within an automated underwriting framework.
• Work closely with outside underwriting engine and administrative system vendors to create, maintain, and alter underwriting rules as needed.
• Collaborate with Mortality Management and Underwriting Research to create or adjust accelerated underwriting rules.
• Work closely with existing medical and underwriting evidence vendors to ensure data is mapped appropriately to our application questions and meets our mortality assumptions and efficiency goals.
• Perform Quality Assurance (QA) testing of underwriting rules as needed.
• Update Standard Operating Procedures (SOPs) as needed in partnership with Underwriting Research.
• Engage in technical tasks, including story writing, requirements definition, testing, troubleshooting, and quality assurance, to ensure the accuracy and compliance of underwriting rules and project deliverables.

Requirements

• College degree or equivalent industry related work experience
• Life Underwriting experience
• Rules writing experience

Qualifications

• Excellent organizational and project management skills, with ability to manage multiple assignments simultaneously
• Strong and effective leadership, decision-making, and motivational skills
• Strong interpersonal skills for relationship building
• Flexible and adaptable to quickly changing deadlines within projects
• Excellent communication skills, including listening, oral, presentation, and written
• Strong analytical skills in assessing medical evidence and mortality data
• Able to effectively use Excel
• Designation or working toward completion of FALU

Skills

• Strong analytical skills in assessing medical evidence and mortality data
• Effective use of Excel
• Strong leadership and decision-making skills
• Excellent communication and interpersonal skills
• Ability to manage multiple projects and assignments

Benefits

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance. Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success. Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).

Pay

USD $95,198.00 - USD $158,663.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience.

Schedule

Friday afternoons off year-round, generous paid time off, and paid holidays.

Additional Information

Sammons Financial Group Is An Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law. ADA Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987. E-Verify Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization. Policy for External Search Firms and Agencies Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.