Job Description

JOB DESCRIPTION


1. Risk Assessment & Analysis

● Evaluate Group Metrics: Analyze group census data, age demographics, and historical claims experience to identify and quantify potential risk exposures.

● Predictive Modeling: Utilize statistical data to forecast future utilization trends and claim behaviors for prospective and renewing groups.


2. Quote Preparation & Structuring

● Collaborative Pricing: Design and construct tailored benefit quotes based on specific requirements communicated by the Sales Single Point of Contact (SPOC).

● Financial Alignment: Ensure the pricing structure balances competitiveness in the market with the company's profitability goals.


3. Data Management & Administration

● Underwriting Governance: Maintain precise and organized underwriting files.

● CRM Hygiene: Consistently log activities, quote versions, and risk decisions within the CRM system...

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