Job Description :
This job serves as the single-point-of-contact for sales teams and assigned customers, delivering insights and recommendations to sales in order to aid customer acquisition/retention while maintaining performance goals. Customers will typically be the least complex, requiring more routine type analysis. This incumbent will collaborate with cross functional team members on client-level quotes and function as a trusted adviser by providing financial and risk management support to sales as well as strategic insight.
- Understand department and the company’s strategic goals and competitive position and drives client-level results towards these ends. Actively work with Sales team to manage portfolio of clients towards financial and business targets, e.g. membership, revenue, margin, etc.
- Proactively draw insights from quote details, client understanding and regional insights to deliver best-possible recommendation to Sales. State and maintain independent perspective, including under pressure from more senior individuals, identifying opportunities and concerns.
- Responsible for portfolio of clients through underwriting engagement, from identification through documentation of final sold-contract details
- Assess risk by looking at various risk measures such as risk scores, demographic analysis, and turnover considerations.
- Serve as the accountable owner for all quotes delivered to sales partners. Develop a perspective on each client package deliverable. Clearly and confidently communicates Underwriting’s position on the risk profile of each client
- Identify tool improvement needs and communicates needs to Product Development teams
- Maintain accurate book management details including concession budget
- Other duties as assigned or requested.
- Bachelor's Degree in Science, Technology, Mathematics or related field
- Substitutions: Six (6) years additional experience required in lieu of degree
- 3 years of Health Care Underwriting OR risk mgmt OR actuary work OR applying advanced mathematics
- to include
- 1 years of external client interaction or comparable external interactions
- 1 year in Risk Management OR of Actuary work OR of applying Advanced Mathematics
- Current PA producers license or commitment to obtain with 6 months of employment.
- Understanding of health products, services, risk assessment and techniques
- Consultative mindset
- Strong Oral and Written Communications skills
Travel Requirement: 0% – 25%
Referral Bonus: Level 1
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