Alliant Insurance Services
Financial & Underwriting Consultant - Employee Benefits
Alliant Insurance Services, Chicago, Illinois, United States, 60290
Overview
At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service. This position offers an opportunity to join a dynamic, expanding company with prospects for individual and career growth. Alliant is one of the 10 largest insurance brokerage firms in the U.S., providing property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at
www.alliant.com .
Responsibilities
Act as subject matter expert in all major areas of underwriting, including special pricing and marketing projects.
Meet with clients and Financial & Underwriting team to define and accomplish projects.
Assist in determining strategic goals of team(s), including resource planning, education/training needs, policy development, and business growth.
Identify, coordinate, and manage external business partner relationships, including insurance carriers, external consultants, and third party administrators and vendors.
Act as subject matter expert in understanding actuarial plan values and how they are used in pricing and analysis projects, including using software for plan analysis and pricing.
Understand underwriting models and reporting templates to modify and customize to meet customer needs.
Lead and manage all assigned client underwriting projects, and present analysis to clients in a confident, easy-to-understand manner.
Assist Producers in prospecting activities, including written RFP responses, finalist presentations, and related follow-up activities.
Maintain data tracking and reporting for financial management, underwriting models, client reports, and other analytical deliverables.
Competent in multiple carrier data and reporting systems to obtain claim data for reporting and analysis.
Confidently analyze and challenge insurance company renewal calculations for fully-insured contracts (Health, Dental, and Vision).
Actively engage in educational opportunities to further underwriting knowledge, market trends, and regulatory environment.
Ensure accuracy and timeliness of all work, manage timelines, and meet established deadlines.
Address incoming correspondence and respond in a timely manner.
Lead in training development and execution on underwriting and analysis topics.
Serve as a mentor to team members in the Financial & Underwriting team.
Comply with agency management system data standards and maintain data integrity.
Other duties as assigned.
Qualifications Education / Experience
Bachelor's Degree or equivalent combination of education and experience
Eight (8) or more years of related work experience
One (1) or more years of management experience leading a team of at least 3 individuals
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License within 90 Days
Skills
Proficient in Microsoft Office Suite, advanced MS Excel skills required
Excellent verbal and written communication skills
Excellent problem solving and time management skills
Good customer service skills, including telephone and listening skills
Excellent planning, organizational, and prioritization skills
Ability to work within a team and foster teamwork
Ability to manage mid-level and large projects and lead assigned teams to complete goals
Ability to work productively as an individual to accomplish assigned projects
Ability to prioritize work for multiple projects and deadlines
#LI-LM1
Benefits & How to Apply We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Services, benefits, click here.
#J-18808-Ljbffr
www.alliant.com .
Responsibilities
Act as subject matter expert in all major areas of underwriting, including special pricing and marketing projects.
Meet with clients and Financial & Underwriting team to define and accomplish projects.
Assist in determining strategic goals of team(s), including resource planning, education/training needs, policy development, and business growth.
Identify, coordinate, and manage external business partner relationships, including insurance carriers, external consultants, and third party administrators and vendors.
Act as subject matter expert in understanding actuarial plan values and how they are used in pricing and analysis projects, including using software for plan analysis and pricing.
Understand underwriting models and reporting templates to modify and customize to meet customer needs.
Lead and manage all assigned client underwriting projects, and present analysis to clients in a confident, easy-to-understand manner.
Assist Producers in prospecting activities, including written RFP responses, finalist presentations, and related follow-up activities.
Maintain data tracking and reporting for financial management, underwriting models, client reports, and other analytical deliverables.
Competent in multiple carrier data and reporting systems to obtain claim data for reporting and analysis.
Confidently analyze and challenge insurance company renewal calculations for fully-insured contracts (Health, Dental, and Vision).
Actively engage in educational opportunities to further underwriting knowledge, market trends, and regulatory environment.
Ensure accuracy and timeliness of all work, manage timelines, and meet established deadlines.
Address incoming correspondence and respond in a timely manner.
Lead in training development and execution on underwriting and analysis topics.
Serve as a mentor to team members in the Financial & Underwriting team.
Comply with agency management system data standards and maintain data integrity.
Other duties as assigned.
Qualifications Education / Experience
Bachelor's Degree or equivalent combination of education and experience
Eight (8) or more years of related work experience
One (1) or more years of management experience leading a team of at least 3 individuals
Must continue to meet Continuing Education requirements for license renewal
Valid Insurance License within 90 Days
Skills
Proficient in Microsoft Office Suite, advanced MS Excel skills required
Excellent verbal and written communication skills
Excellent problem solving and time management skills
Good customer service skills, including telephone and listening skills
Excellent planning, organizational, and prioritization skills
Ability to work within a team and foster teamwork
Ability to manage mid-level and large projects and lead assigned teams to complete goals
Ability to work productively as an individual to accomplish assigned projects
Ability to prioritize work for multiple projects and deadlines
#LI-LM1
Benefits & How to Apply We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply Now" button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Services, benefits, click here.
#J-18808-Ljbffr