Sr. Underwriting Analyst - Employee Benefits, IAS West

About the Company

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients across the U.S. and abroad. The company is recognized for its industry expertise, differentiated culture, and holistic, tailored approach to insurance and risk management (NASDAQ: BWIN).

Responsibilities

• Primary responsibility for monthly client deliverables
• Create and manage dashboard exhibits
• Establish ongoing communication with carriers to monitor claims
• Remain current with employee benefits products and trends
• Build employer/employee contribution strategies and projection-based modeling (e.g., M&A resources, contribution and migration modeling)
• Apply underwriting and actuarial modeling tools to analyze claims experience, project renewal costs, and support plan performance benchmarking
• Collaborate with advisor, sales, actuarial, and account management teams to deliver integrated client analysis and recommendations
• Assist on additional team projects as needed
• Provide data manipulation and formatting expertise
• Support and develop medical utilization project-based work

Requirements

• Bachelor’s degree required
• Experience with a carrier, medical preferred
• Working knowledge of medical, dental, and vision insurance carrier market financials, products, and benefit offerings
• Knowledge of plan funding arrangements, including fully insured, level-funded, and self-funded structures
• Strong organizational skills and time management
• Strong mathematic ability
• Effective written and verbal communication skills for client and co-worker interactions
• Ability to work in a team environment
• Strong collaboration skills, with the ability to work effectively across cross-functional and inter-departmental teams
• Proficiency in Microsoft Office Software (Excel and PowerPoint required) and other firm/discipline-specific software applications
• Ability to take initiative, problem-solve, multi-task, and work well under pressure

Pay

Starting pay is $105,000–$119,000 salary, negotiable upon time of hire.