Sr. Underwriter

Essential Functions & Responsibilities

• Ensure all reporting is accurate
• Attend monthly Benefit Meetings to report on underwriting and procedures
• Develop and maintain infrastructure needed to support the sales goals with underwriting, reporting and database management
• Complete annual analytical client plan analysis
• Analyze experience of accounts to assure future plan costs and review prices for accuracy and fairness
• Develop and maintain an in-depth level of product expertise
• Provide data driven analytical input that will aid in the corporate decision making process
• Work directly with carriers to negotiate renewal premiums
• Assist in the calculation of self-funded spreadsheets
• Provide project management support for client projects
• Train the departmental staff on benefit plan designs, cost factors and renewal processes for both fully insured and self-funded plans
• Develop new financial tools and models to support the client decisions

Qualifications

• Demonstrate skills of persuasion, and possesses good oral and written communication skills
• High degree of self-discipline and motivation
• B.S. Degree in Economics, Finance, Mathematics or other business related field
• Technical education (CEBS, CLU, company courses) helpful and willingness to continue education essential
• Successful sales and management record either in insurance industry or other industry
• Above average mathematical skills/analytical ability and grasp of finance concepts and underwriting principles
• Strong computer skills, advanced knowledge of Excel, Access, Word, PowerPoint and Visual Basic Programming
• Willing and able to travel to attend agent's conventions and other industry meetings if so instructed