Intake Analyst

Centro Benefits Research

Health underwriting intake analyst evaluating client submitted data for eligibility to join a master health plan. This role focuses on risk-based pricing and client communication.

Posted 7/31/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in evaluating client data for health plan underwriting, with a strong focus on attention to detail and effective communication with clients and insurance partners. Proficient in Microsoft Excel and MS Outlook, with a solid understanding of health insurance regulations and practices.

Highest-signal resume keywords

Medical Underwriting ExperienceHealth Insurance Agency ExperienceProficiency in Microsoft ExcelUnderstanding of HIPAA RegulationsKnowledge of the Affordable Care Act

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EvaluationRisk-Based PricingData EntryUnderwriting Tools ProficiencyMedical Underwriting

Soft Skills

Attention to DetailStrong Business CommunicationSelf-StarterTeam CollaborationAbility to Manage Multiple Tasks

Tools & Technologies

Microsoft ExcelMS Outlook

Industry Keywords

PEO IndustryHealth BenefitsAffordable Care ActHIPAA Compliance

About the role

Key responsibilities & impact

evaluates the client submitted data for prospective businesses wishing to potentially join the client’s master health plan
evaluates data submitted from businesses interested in PEO health benefits to set risk-based pricing
secures any missing information
identifies inconsistencies in data
enters data into underwriting tools
communicates directly with clients and insurance carrier partners
reviews all new underwriting requests within 1-3 hours of receipt
manages and accommodates specific clients, including a broad range of disciplines (entry level to senior leadership)

Requirements

What you’ll need

High attention to detail
Strong business communication skills
Ability to quickly learn new processes and manage multiple tasks simultaneously
Ability to work well as a self-starter, both independently and as part of a team
High degree of responsibility and autonomy
Proficiency in Microsoft Excel and MS Outlook
Prior individual, small group or large group medical underwriting is preferred
Health insurance agency / brokerage experience is preferred
Working knowledge of the Affordable Care Act is preferred
Experience working within the PEO and/or Association industry
Understanding HIPAA rules and regulations

Benefits

Comp & perks

Website LinkedIn All Job Openings 51 - 200 employees Founded 2016 🏥 Healthcare 📣 Marketing 📦 Logistics Healthcare
Marketing
Logistics Centro Benefits Research is an ancillary benefits consulting and technology firm that enables brokers and carriers to deliver optimal outcomes for their customers. With its deep industry knowledge and expert consulting, Centro focuses on enhancing client outcomes while increasing agency revenue and reducing operating costs. The firm's technology solutions streamline the quoting process and provide brokers with tools to manage their business efficiently, leading to improved proposal accuracy and quicker turnaround times.