Underwriting Consultant Lead

SUMMARY 

Responsible for overseeing, developing and training a team of Benefits Analysts. Creates, implements and updates processes & procedures for the team's responsibilities, including but not limited to the renewal work book, experience reports, and marketing functions.  Responsible for overseeing the team's workload and ensuring work is completed before deadlines. Responsible for managing the financial analysis, vetting and implementing strategy for a block of business. Participates in sales meetings and brings financials tools, and strategies to the region to help grown client base.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

• Creates and maintains a high-quality work environment to support and motivate team members.

• Develops best practices and routinely meets with team to define and evolve internal templates.

• Provides feedback and coaching on a regular basis to team members.

• Determines workload distribution of department.

• Leads the development of client deliverables, includes presenting analysis to clients directly in a confident and clear manner.

• Maintains data tracking and reporting for financial management, underwriting models, client reports and other analytical reporting deliverables as performed by the Benefit Analyst team.

• Aligns strategy to Alliant Analytics and uses it to assist in both the sales process and strategic solutions.

• Partners with regional leadership to determine best practices that align with strategic goals of team(s) and region, including but not limited to resource/capacity planning, education/training standards and deployment, written policy development to support business growth of the Benefit Analyst team.

• Partners with sales team to understand client financial goals/strategies and assists with prospecting activities including but not limited to written RFP responses, finalist presentations and related follow-up activities.

• Identifies, coordinates, and manages all relevant external business partner relationships, including but not limited to insurance carriers and third-party administrators and vendors.

• Works with multiple carrier data and reporting systems.

• Reviews vendor contracts and identifies any gaps or concerns.

• Analyzes insurance company renewal calculations for all funding types (Health, Dental and Vision).

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

• Addresses incoming correspondence and responds as required in a timely manner.

• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

Bachelor's Degree equivalent combination of education and experience

Seven (7) or more years related work experience

One (1) or more years of management experience in leading a team

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

Ability to create innovative and strategic solutions to solve for increasing health care spend

Proficient understanding of underwriting models and reporting templates

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