Intake Analyst

OneDigital

Health underwriting intake analyst evaluating submitted data for prospective businesses to join health plans. Setting risk-based pricing and ensuring consistency in submitted information.

Posted 5/9/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

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
secure any missing information
identify inconsistencies in data
enter data into underwriting tools
communicate directly with clients and insurance carrier partners
reviews all new underwriting requests within 1-3 hours of receipt

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

health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses per the company policy
employee perks and discounts

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data evaluationrisk-based pricingunderwritingdata entrymedical underwritingMicrosoft ExcelMS Outlook

Soft Skills

attention to detailbusiness communicationability to learn quicklytask managementself-starterteamworkresponsibilityautonomy