Underwriting Consultant - Employee Benefits

About the role

Join a dynamic, expanding company with prospects for individual and career growth. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide.

Responsibilities

• Expert in all major areas of underwriting, including special pricing and marketing projects
• Meets with Producers, clients, Underwriters, and Account Executives as needed to define and accomplish projects
• Manages team of Underwriters and Analysts to determine workload distribution of department
• Assists in determining strategic goals of team(s), including resource planning, education/training needs, policy development, and business growth
• Identifies, coordinates, and manages all relevant external business partner relationships, including insurance carriers, external consultants, third-party administrators, and vendors
• Expert in understanding actuarial plan values and how they are used in various pricing and analysis projects, including competently using software for plan analysis and pricing
• Full understanding of underwriting models and reporting templates, with ability to fully modify and customize to meet customer needs
• Leads and manages all assigned client underwriting projects, including presenting analysis to clients directly in a confident and easy-to-understand manner
• Assists Producers in prospecting activities, including written RFP responses, finalist presentations, and related follow-up activities
• Maintains data tracking and reporting for financial management, underwriting models, client reports, and other analytical reporting deliverables
• Competent in multiple carrier data and reporting systems to obtain claim data for reporting and analysis purposes
• Confidently analyzes and challenges insurance company renewal calculations for fully-insured contracts
• Actively engages in educational opportunities to further underwriting knowledge, market trends, and regulatory environment
• Ensures accuracy and timeliness of all work performed, including proper management of timelines and meeting deadlines
• Addresses incoming correspondence and responds as required in a timely manner
• Leads in training development and execution on all underwriting and analysis related topics
• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)
• Other duties as assigned

Requirements

• Bachelor's Degree or equivalent combination of education and experience
• Five (5) or more years of related work experience
• One (1) or more years of management experience in leading a team of at least 3 individuals
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal

Skills

• Excellent verbal and written communication skills
• Excellent problem solving and time management skills
• Good customer service skills, including telephone and listening skills
• Excellent planning, organizational, and prioritization skills
• Ability to work within a team and to foster teamwork
• Ability to completely manage mid-level and large projects as well as effectively manage and lead assigned teams to complete goals
• Ability to work productively as an individual to accomplish assigned projects
• Ability to prioritize work for multiple projects and deadlines
• Proficient in Microsoft Office Suite, advanced MS Excel skills required

Benefits

We are proud to provide comprehensive, high-quality employee programs to meet employees' needs now and in the future, including a very competitive financial package.