Associate Underwriter

4 weeks ago


Boise, United States Moreton & Company Full time

SUMMARY

Provide underwriting, reporting, database management and technical consulting for all new and existing employee benefit accounts with 100 + employees. Evaluate health plans, funding arrangements and financial models. Apply new techniques and methodologies to meet underwriting goals. Make data driven financially sound decisions based on benefit models and structures.

ESSENTIAL FUNCTIONS & RESPONSIBILITES

Firm knowledge of underwriting principles and methodologies

Attend monthly Benefit Meetings to report on underwriting and procedures.

Develop and maintain infrastructure needed to support the underwriting, reporting and database management.

Complete annual analytical client plan analysis

Provide clients with underwriting reports regarding claims, premiums, trends and enrollment experience.

Analyze experience of accounts to ensure future plan costs and review prices for accuracy and fairness.

Negotiate renewal premiums as needed.

Develop customized pricing, valuation models and group specific programming for reporting purposes.

Assist on projects and sales presentations as required.

Ability to create financial models with little or limited direction.

Develop and maintain an in-depth level of product expertise.

Provide data driven analytical input that will aid in the corporate decision making process.

Develop and maintain strong relationships with carriers.

Work directly with carrier to negotiate renewal premiums.

Assist clients with renewal decisions and analysis.

Organize and coordinate workflow among the Account Managers

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.


  • Boise, United States Moreton & Company Full time

    SUMMARY Provide underwriting, reporting, database management and technical consulting for all new and existing employee benefit accounts with 100 + employees. Evaluate health plans, funding arrangements and financial models. Apply new techniques and methodologies to meet underwriting goals. Make data driven financially sound decisions based on benefit models...

  • Associate Underwriter

    2 months ago


    Boise, United States Moreton & Company Full time

    SUMMARY Provide underwriting, reporting, database management and technical consulting for all new and existing employee benefit accounts with 100 + employees. Evaluate health plans, funding arrangements and financial models. Apply new techniques and methodologies to meet underwriting goals. Make data driven financially sound decisions based on benefit models...

  • Associate Underwriter

    2 weeks ago


    Boise, United States Moreton & Company Full time

    SUMMARY Provide underwriting, reporting, database management and technical consulting for all new and existing employee benefit accounts with 100 + employees. Evaluate health plans, funding arrangements and financial models. Apply new techniques and methodologies to meet underwriting goals. Make data driven financially sound decisions based on benefit models...

  • Associate Underwriter

    2 months ago


    Boise, United States Moreton & Company Full time

    SUMMARY Provide underwriting, reporting, database management and technical consulting for all new and existing employee benefit accounts with 100 + employees. Evaluate health plans, funding arrangements and financial models. Apply new techniques and methodologies to meet underwriting goals. Make data driven financially sound decisions based on benefit models...

  • Associate Underwriter

    2 months ago


    Boise, United States Moreton & Company Full time

    SUMMARY Provide underwriting, reporting, database management and technical consulting for all new and existing employee benefit accounts with 100 + employees. Evaluate health plans, funding arrangements and financial models. Apply new techniques and methodologies to meet underwriting goals. Make data driven financially sound decisions based on benefit models...


  • Boise, United States Moreton & Company Full time

    SUMMARY Provide underwriting, reporting, database management and technical consulting for all new and existing employee benefit accounts with 100 + employees. Evaluate health plans, funding arrangements and financial models. Apply new techniques and methodologies to meet underwriting goals. Make data driven financially sound decisions based on benefit models...

  • Associate Underwriter

    2 months ago


    Boise, United States Moreton & Company Full time

    SUMMARY Provide underwriting, reporting, database management and technical consulting for all new and existing employee benefit accounts with 100 + employees. Evaluate health plans, funding arrangements and financial models. Apply new techniques and methodologies to meet underwriting goals. Make data driven financially sound decisions based on benefit models...


  • Boise, United States Moreton & Company Full time

    SUMMARY Provide underwriting, reporting, database management and technical consulting for all new and existing employee benefit accounts with 100 + employees. Evaluate health plans, funding arrangements and financial models. Apply new techniques and methodologies to meet underwriting goals. Make data driven financially sound decisions based on benefit...


  • Boise, United States Idaho Housing and Finance Association Full time

    Job DescriptionJob DescriptionDescription:Why Work with Us?At our organization, we are dedicated to improving lives and strengthening Idaho communities. We believe that housing opportunities, self-sufficiency, and economic development are the pillars of progress. Our commitment to our team is unwavering, and we consider our employees our greatest priority....

  • Production Manager

    3 weeks ago


    Boise, United States Lennar Full time

    Overview Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to life. At Lennar Mortgage, you’ll build your career with a Fortune 150 company that provides an excellent work environment, plenty of opportunities for advancement,...

  • Production Manager

    2 weeks ago


    Boise, United States Lennar Mortgage Full time

    Overview Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to life. At Lennar Mortgage, you’ll build your career with a Fortune 150 company that provides an excellent work environment, plenty of opportunities for advancement,...

  • Production Manager

    3 weeks ago


    Boise, United States Lennar Mortgage Full time

    Overview Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to life. At Lennar Mortgage, you’ll build your career with a Fortune 150 company that provides an excellent work environment, plenty of opportunities for advancement,...

  • Production Manager

    2 weeks ago


    Boise, United States Lennar Mortgage Full time

    OverviewLennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to life. At Lennar Mortgage, youll build your career with a Fortune 150 company that provides an excellent work environment, plenty of opportunities for advancement, and...

  • Production Manager

    3 weeks ago


    Boise, United States Lennar Homes Full time

    Overview: Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to life. At Lennar Mortgage, youll build your career with a Fortune 150 company that provides an excellent work environment, plenty of opportunities for advancement, and...

  • Production Manager

    1 week ago


    Boise, United States Lennar Mortgage Full time

    Overview Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to life. At Lennar Mortgage, you’ll build your career with a Fortune 150 company that provides an excellent work environment, plenty of opportunities for advancement,...

  • Production Manager

    1 week ago


    Boise, United States Lennar Homes Full time

    Overview: Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to life. At Lennar Mortgage, youll build your career with a Fortune 150 company that provides an excellent work environment, plenty of opportunities for advancement, and...


  • Boise, Idaho, United States Allstate Insurance Company Full time

    The world isnt standing still, and neither is Allstate. Were moving quickly, looking across our businesses and brands and taking bold steps to better serve customers evolving needs. Thats why now is an exciting time to join our team. Youll have opportunities to take risks, challenge the status quo and shape the future for the greater good.Youll do all this...


  • Boise, Idaho, United States Allstate Insurance Company Full time

    The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands and taking bold steps to better serve customers' evolving needs. That's why now is an exciting time to join our team. You'll have opportunities to take risks, challenge the status quo and shape the future for the greater good. You'll do all...


  • Boise, Idaho, United States Allstate Insurance Company Full time

    The world isnt standing still, and neither is Allstate. Were moving quickly, looking across our businesses and brands and taking bold steps to better serve customers evolving needs. Thats why now is an exciting time to join our team. Youll have opportunities to take risks, challenge the status quo and shape the future for the greater good.Youll do all this...


  • Boise, Idaho, United States Allstate Insurance Company Full time

    The world isn't standing still, and neither is Allstate. We're moving quickly, looking across our businesses and brands and taking bold steps to better serve customers' evolving needs. That's why now is an exciting time to join our team. You'll have opportunities to take risks, challenge the status quo and shape the future for the greater good. You'll do all...