Financial & Underwriting Consultant Lead - Employee Benefits

2 months ago

Sacramento, California, United States alliant-insurance-services Full time
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 10 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. More information is available at

SUMMARY

Responsible for execution of all advanced pricing and analysis requests. Leads in the development and management of assigned underwriting and analyst teams. Handles larger, complex, self-funded client accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Act as subject matter expert in all major areas of underwriting, including special pricing and marketing projects.

• Meet with clients and Financial & Underwriting team to define and accomplish projects.

• Assist in determining strategic goals of team(s), including but not limited to resource planning, education/training needs, policy development, and business growth.

• Identify, coordinate, and manage all relevant external business partner relationships, including but not limited to insurance carriers, external consultants, and third party administrators and vendors.

• Act as subject matter expert in understanding actuarial plan values and how they are used in various pricing and analysis projects. This includes ability to competently use software available for such types of plan analysis and pricing.

• Understand underwriting models and reporting templates in order to fully modify and customize to meet customer needs.

• Lead and manage all assigned client underwriting projects, and present analysis to clients directly in a confident and easy-to-understand manner.

• Assist Producers in prospecting activities as needed, including but not limited to written RFP responses, finalist presentations, and related follow-up activities.

• Maintain data tracking and reporting for financial management, underwriting models, client reports, and other analytical reporting deliverables.

• Competent in multiple carrier data and reporting systems as needed to obtain claim data for reporting and analysis purposes.

• Confidently analyze and challenge insurance company renewal calculations for fully-insured contracts (Health, Dental, and Vision).

• Actively engage in educational opportunities to further underwriting knowledge, market trends, and regulatory environment.

• Responsible for accuracy and timeliness of all work performed, including proper management of timelines and meeting deadlines as established.

• Address incoming correspondence and respond as required in a timely manner.

• Lead in training development and execution on all underwriting and analysis related topics.

• Serve as mentor to team members in the Financial & Underwriting team.

• Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's degree or equivalent combination of education and experience

• Ten (10) or more years of related work experience

• One (1) or more years of management experience in leading a team of at least 3 individuals

• Two (2) or more years of Actuary or Underwriting experience in a consulting role

• Associate of the Society of Actuaries preferred

• Valid insurance license (or must be obtained within 90 days of employment)

• Must continue to meet Continuing Education requirements for license renewal

SKILLS

• Proficient in Microsoft Office Suite, advanced MS Excel skills required

• 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

#LI-PT1

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. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.

Other details
  • Pay Type Salary
  • Min Hiring Rate $125,000.00
  • Max Hiring Rate $175,000.00
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