Intake Analyst

OneDigital

Health underwriting intake analyst evaluating client submitted data for prospective businesses wishing to potentially join the client’s master health plan. Responsible for quick risk-based pricing, secure information, and direct communication with clients.

Posted 7/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $20 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in data evaluation and risk-based pricing within the health benefits sector, with a strong focus on attention to detail and effective communication with clients and insurance partners. Familiarity with underwriting processes and regulations, including HIPAA and the Affordable Care Act, is essential.

Highest-signal resume keywords

Data EvaluationRisk-Based PricingMicrosoft Excel ProficiencyHealth Insurance ExperienceHIPAA Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryUnderwriting ToolsMedical UnderwritingRisk AssessmentData Analysis

Soft Skills

Attention to DetailBusiness CommunicationSelf-StarterTeam CollaborationMultitasking

Tools & Technologies

Microsoft ExcelMS Outlook

Industry Keywords

PEOAffordable Care ActHealth BenefitsInsurance BrokerageHIPAA

About the role

Key responsibilities & impact

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

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
employee perks and discounts