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Sr. Underwriting Consultant, Employee Benefits - The Capital Group

Company:
Baldwinriskpartners
Location:
Bethesda, MD
Posted:
May 30, 2024
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Description:

At The Capital Group, we offer Employee Benefits Consulting, Retirement Plan Consulting, Wealth Management, Risk Management, and HR Technology Consulting. Our mission is to be a valued and trusted partner to the institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year.

POSITION SUMMARY:

The Sr Underwriting Consultant, Employee Benefits will work within the innovative Employee Benefits department. The core responsibilities will be to support client teams with financial modeling, cost management options, data analytics, actuarial models, and overall health & welfare program solutions.

PRIMARY RESPONSIBILITIES:

Primary responsibility for monthly client deliverables

Create and manage dashboard exhibits

Establish ongoing communication with carriers to monitor claim trends

Remain current with products available

Build employer/employee contribution strategies and projection-based modeling (examples: M&A resources, contribution, and migration modeling)

Work closely with actuarial partners on project-based work

Assist on additional team projects as needed

Provide data manipulation and formatting

Support medical utilization project-based work

EDUCATION AND EXPERIENCE REQUIREMENTS:

Education: Bachelor’s degree required; Bachelor’s degree preferred

Experience (years and type of experience): 5 years’ experience with a carrier required; 5-7 years’ experience with a medical carrier preferred

ASA Designation preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

Knowledge of funding mechanisms: fully insured and self-insured

Organizational skills and time management

Mathematic ability

Effective communications skills both written and verbal for interface with Clients and co-workers

Ability to work in a team environment

Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

None

SPECIAL WORKING CONDITIONS:

Fast paced multi-tasking environment

Remote in DC, Virginia, or Maryland

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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