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Role Summary

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HIGHLIGHTS

Manager-level underwriting consultant focused on employee benefits (health and welfare) in California. You will lead underwriting and analyst teams, execute advanced pricing and analysis, customize underwriting models, and present findings to clients and producers. The role emphasizes client-facing work, team leadership, and advanced Excel-based analysis.

JOB DESCRIPTION SUMMARY

Lead underwriting and analyst teams for employee benefits accounts
Execute advanced pricing and plan analysis for health and welfare plans
Customize underwriting models and maintain reporting templates
Present analysis to clients, producers, and account teams
Requires advanced MS Excel and a valid insurance license

DOMAIN EXPERTISE

Employee benefits underwriting and pricing
Managing underwriting teams and resource planning
Working with carrier data and reporting systems
Analyzing and challenging fully-insured renewal calculations

KEY REQUIREMENTS

Five (5) or more years related work experience
One (1)+ year managing a team of at least 3 individuals
Bachelor's degree or equivalent combination of education and experience
Valid Insurance License and CE maintenance
Advanced Microsoft Excel skills

TECH STACK

Excel
PowerPoint