World Insurance Associates · 1 month ago
Underwriting & Financial Analyst, Employee Benefits - Miami, FL
Miami, NY
Full-time
Hybrid
Entry, Mid Level
1+ years expWorld Insurance Associates is one of the fastest-growing insurance brokers in the U.S., specializing in employee benefits and financial services. The Underwriting & Financial Analyst will manage employee benefits for clients, focusing on various insurance products and conducting financial analysis to support decision-making and reporting.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Responsible for the preparation of the RFPs and the analyzation of the marketing results
Designing, distributing, and evaluating responses to surveys and RFPs
Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models
The ability to create benchmark data and trend analysis for clients
Work independently and make sound underwriting decisions based on financial results
Proactive financial monitoring and review for assigned cases
Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
Create weekly, monthly and quarterly financial statements and/or projections
Assist in quarterly presentation to clients on financial performance of insurance programs
New Business Financial Evaluations, as needed by sales team
Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
Process all necessary paperwork by adhering to the department workflow and procedures
Qualification
Required
Bachelor's Degree or the recognized equivalent in education and experience, required
Strong communication skills and ability to translate complex financial concepts into customer friendly format
Proven ability to manage multiple projects simultaneously and produce quality deliverables on time
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrates effective problem-solving abilities
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Preferred
1+ years of Employee Benefits insurance underwriting experience, carrier or brokerage preferred
Benefits
Competitive benefits package
Variable pay programs
Company
World Insurance Associates
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
1001-5000 employees
H1B Sponsorship
World Insurance Associates 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
2020 (1)
Funding
Current Stage
Late StageCompany data provided by crunchbase