Capital Rx · 1 day ago
Case Underwriter
Judi Health is an enterprise health technology company focused on providing comprehensive solutions for employers and health plans. The Case Underwriter will lead underwriting for new-business medical TPA and pharmacy RFPs, collaborating with various teams to refine financial models and reporting while presenting final underwriting to leadership.
Hospital & Health Care
Responsibilities
Direct and execute day-to-day pricing and underwriting for new and renewing business opportunities
Direct and execute day-to-day pricing and underwriting for new and renewing Judi Health and Capital Rx prospects, covering medical TPA and pharmacy components
Coordinate with Sales, Proposal Development and other business functions to submit timely and complete RFP responses
Collaborate with Executive Team and other business functions to design, refine, and maintain internal underwriting, financial modeling, and financial reporting SOPs
Support client contracting, including validation that contract terms align with proposal underwriting parameters
Present final underwriting to Sales and Executive Team and be able to articulate any potential risk
Support continued development and maintenance of underwriting and financial reporting system infrastructure
Mine external data to determine best underwriting practices for each business opportunity
Manage multiple projects and deadlines as needed
Work collaboratively across the organization to communicate and support ongoing financial analytics and reporting needs
Support analysis and development of pricing models for new products
Support general business needs, as required
Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance
Qualification
Required
Bachelor's degree, with record of strong academic performance in Accounting, Finance, Actuarial Science, Statistics, or Economics (In lieu of a degree, equivalent relevant work experience may be considered)
2+ years of proven experience in financial analysis, actuarial services, accounting, pricing & underwriting
Pharmacy, PBM, or Health Plan experience required
2+ years of Medical Underwriting experience required. Additional experience in Pharmacy, PBM, and/or Health plan Underwriting is preferred
Knowledge of risk management, statistics, financial modeling
Data mining experience working with large structured and unstructured data sets
Advanced proficiency in Microsoft Excel
Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
Ability to balance multiple complex projects simultaneously
Exceptional technical, analytical, and problem-solving skills
Exceptional written and verbal communication skills
Extremely flexible, highly organized, and able to shift priorities easily
Attention to detail & commitment to delivering high quality work product
Preferred
2+ years of Medical Underwriting experience required. Additional experience in Pharmacy, PBM, and/or Health plan Underwriting is preferred
Experience in either SQL, SAS, or R and data visualization tools is preferred
Company
Capital Rx
Capital Rx is now Judi Health! Navigate to our new page here: https://www.linkedin.com/company/judi-health
Funding
Current Stage
Late StageRecent News
2025-10-01
Fierce Healthcare
2025-09-28
Tech Startups - Startups and Technology news
2025-09-28
Company data provided by crunchbase