World Insurance Associates LLC · 1 day ago
Employee Benefits Underwriting & Financial Analyst
Syosset, NY
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $75K/yr
1+ years expWorld Insurance Associates LLC is a rapidly growing insurance organization specializing in various insurance lines and services. The Employee Benefits Underwriting & Financial Analyst will manage and support employee benefits for clients, focusing on financial analysis, reporting, and underwriting decisions.
AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance
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
1+ years of Employee Benefits insurance underwriting experience, carrier or brokerage preferred
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
Benefits
Competitive benefits package
Variable pay programs
Company
World Insurance Associates LLC
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Goldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired
Leadership Team
Chris Badger
Principal, Gulf States Division Leader
John Cicchelli
Head of Employee Benefits: North America
Recent News
2026-01-20
Dallas Innovates
2026-01-07
Company data provided by crunchbase