World Insurance Associates · 21 hours ago
Employee Benefits Underwriting & Financial Analyst - Middle & Large Group
Syosset, NY
Full-time
Hybrid
Mid Level
$70K/yr - $75K/yrWorld Insurance Associates is a rapidly growing financial services organization that specializes in various insurance and employee benefits solutions. The Employee Benefits Underwriting & Financial Analyst role involves managing RFP preparation, client proposal development, and building financial dashboards for clients, while also ensuring effective communication with carriers and clients throughout the renewal process.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Manages RFP preparation, carrier quote review, client proposal development and carrier negotiations
Communicates carrier specific strengths and weakness to clients throughout the renewal process
Builds and may deliver messaging around fully insured, level-funded and less complex self-funded financial dashboards
Develops fully insured renewal projections, and self-funded marketing and feasibility studies, with guidance from more senior colleagues
Models’ various contribution strategies and articulate pros and cons of different approaches
Writes client facing Executives Summaries that include observations, recommendations and next steps for senior colleague to review
Builds and maintains positive carrier relationships
Qualification
Required
Must hold state life and health insurance license
Bachelor's degree preferred, but equivalent work experience would be considered
Knowledge / user of all WIA EB Analytics models and deliverables including Financial Dashboards, RFPs, forecasting models and contribution modeling
Knowledge of underwriting and analytics value proposition to prospects, clients and WIA colleagues
Performs professional level work that typically requires processing and interpreting, more complex, less clearly defined issues
Word, Excel and Power Point. Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively
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.
Founded in 1956
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase