Capstone Search Group

Employee Benefits Financial Underwriting Analyst - Remote MNN9593

Job Description

About the Role

The Employee Benefits Financial Underwriting Analyst fills a critical role in the client service team for a Chicago based insurance brokerage. Part of the large account division, they need your financial and analytical expertise to support the Health and Welfare programs for self-funded accounts with 5,000+ lives.

Duties & Responsibilities

  • Work closely with the producer and other members of the account service team to develop strategies for clients and ensure that client deliverables perform in line with the client’s strategic objectives
  • Prepare financial reporting packages in accordance with the client service calendar
  • Utilize analytical tools and other utilization data available to identify emerging trends, patterns, and anomalies in client claims
  • Utilize predictive modeling tools to develop alternative strategies, plan modeling, and cost reduction opportunities
  • Meet with clients to explain external market influencers and internal experience trends driving benefit costs

Skills & Experience

  • Advanced Excel skills and general mathematical principles
  • Experience working with insurance carrier data reporting systems
  • Possess technical knowledge of underwriting aspects such as plan design, funding arrangements, risk and rating components

Job Specs

With offices in Chicago, the agency’s preference is for local candidates to work a hybrid schedule however they are open to qualified applicants willing to travel to Chicago for client and team meetings as needed within a 4-6 drive to include 100% remote within Illinois, Indiana, Wisconsin, Iowa, and Missouri.

Company Description

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.
  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Staffing and Recruiting

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