World Insurance Associates LLC

Employee Benefits Underwriter/Financial Analyst

World Insurance Associates LLC

full-time

Posted on:

Origin:  • 🇺🇸 United States • Arizona, Florida, Illinois

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Salary

💰 $80,000 - $95,000 per year

Job Level

Mid-LevelSenior

About the role

  • Analyze financial and contractual information for current and prospective clients ranging from fully insured to self-funded arrangements.
  • Prepare financial deliverables, model renewals, evaluate utilization trends, and support client decision-making with data-driven insights.
  • Manage and prioritize analytical workflow to ensure accurate, timely deliverables.
  • Prepare and maintain financial dashboards for a book of business (clients typically 100–500 employees).
  • Conduct market review analysis, renewal rate and funding projections, claims utilization review, rate and contribution modeling, benchmarking studies, self-funded feasibility analysis, and technical review of group insurance contracts.
  • Use systems such as BenefitPoint and PerfectQuote; collaborate with Population Health Management and other subject matter experts.
  • Develop alternative plan strategies, models, and cost-reduction opportunities; act as primary contact with carriers for marketing, quoting, and renewals.
  • Draft client-facing executive summaries and formal correspondence; participate in peer review; provide prospect and ad hoc analytical support.

Requirements

  • 3+ years of experience in employee benefits, insurance, or a related field.
  • College degree or CEBS designation preferred.
  • Life & Health insurance license (or willingness to obtain within an agreed timeframe).
  • Ability to work in a fast-paced environment with some oversight and a high degree of accuracy and attention to detail.
  • Advanced proficiency in Microsoft Excel (formulas, modeling, formatting) and strong skills in Word and other MS Office tools.
  • Strong analytical, problem-solving, and critical thinking abilities, with the ability to work with complex data and variables.
  • Excellent written, oral, and interpersonal communication skills.
  • Team-oriented, client-focused, and able to build effective working relationships with colleagues, carriers, and clients.
  • Commitment to staying current on industry trends, regulations, and emerging products.
  • Open to travel for client and team meetings (less than 10%).