CBIZ ยท 9 hours ago
Underwriting Manager
United States
Full-time
Remote
Senior Level
7+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Underwriting Manager will lead the underwriting and financial analysis function within the Employee Benefits division, managing a team to deliver financial insights and support client service and consulting teams.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Katie Wattick
Responsibilities
Lead, mentor, and develop a team of underwriters and financial analysts
Oversee all underwriting activities, including renewal evaluations, RFP analysis, and pricing of benefit plan designs across medical, dental, vision, life, and disability lines
Review and approve underwriting models, cost projections, and funding analyses to ensure accuracy and consistency
Collaborate with client service teams to develop renewal and marketing strategies that meet client objectives and align with carrier market conditions
Maintain strong relationships with insurance carriers, TPAs, and vendors to ensure competitive pricing and favorable contract terms
Provide analytical insights to support producer and consultant recommendations
Monitor market trends, underwriting guidelines, and regulatory changes affecting pricing and funding
Implement best practices and process improvements to drive efficiency and accuracy within the underwriting function
Participate in client meetings and presentations as a financial and underwriting subject matter expert
Prepare and deliver management reports, performance metrics, and forecasts for senior leadership
Qualification
Required
High School Diploma or GED required; Bachelor's degree preferred with emphasis in math, statistics or finance
Up to 6 years of experience in benefit analysis for group employee benefits
Must have the ability to compile, analyze, present, interpret financial and statistical information to facilitate decision making
Must maintain current required licenses and certifications relevant to field of expertise
Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge and carrier funding
Expertise in managing clients with alternative funding arrangements
Advanced skill in using computer application software for financial modeling, statistical analysis and spreadsheet calculations
Expert knowledge of state and federal legislation
Sets priorities and manages work flow to ensure efficient, timely and accurate deliverables
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Advanced problem solving and critical thinking skills
Must be able to travel based on client and business needs
Preferred
Bachelor's degree in Finance, Mathematics, Actuarial Science, Business Administration, or related field required
7+ years of group benefits underwriting or actuarial experience; brokerage, carrier, or consulting background preferred
2+ years of leadership or people management experience strongly preferred
Deep knowledge of fully insured, level-funded, and self-funded plan structures
Strong analytical, financial modeling, and Excel skills
Excellent communication and presentation abilities, with the ability to explain technical concepts to non-technical audiences
Proven ability to manage multiple priorities in a fast-paced environment
Benefits
Collaborative, team-oriented environment within a growing national firm.
Opportunities for professional development and leadership growth.
Competitive compensation and benefits package.
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
Company data provided by crunchbase