Underwriting Specialist

Are you looking for a career, not just a job?

At Custom Design Benefits, we are a team built with CARE – Commitment, Accountability, Respect & Integrity, and Excellence. We are a third-party administrator who manages employee benefits for our self-funded clients.

Tasks:

• Understand and Integrate Key Elements: Interpret stop-loss provisions, network, Pharmacy Benefit Manager, financial data, and plan design to support sales strategy.
• Request for Proposal (RFP) Coordination: Manage the entire RFP process, including reviewing materials, obtaining competitive information, selecting partner markets, and organizing submissions.
• Proposal and Renewal Management: Prepare accurate proposals, summaries, and documentation for new sales and renewals, including ASO and ancillary services.
• Bid Review and Feedback: Analyze and compare bids for accuracy, competitiveness, and alignment with sales strategies; provide feedback to carriers.
• Client and Carrier Collaboration: Maintain strong relationships with sales partners, brokers, and carriers, ensuring timely and effective communication, feedback, and negotiation.
• Operational Efficiency: Utilize Salesforce for data tracking, task assignment, and report generation while ensuring accurate rate sheets for invoicing and internal use.
• Marketing Support: Contribute to marketing efforts, update proposal materials, propose and execute creative ideas to support sales strategy.
• Post-Sale and Ongoing Support: Oversee stop-loss binding, disclosures, document accuracy, and renewal processes, ensuring smooth implementation and superior client outcomes.
• Other duties as assigned.

Our Ideal Candidate:

• Critical Thinker
• Problem Solver
• Self-Starter
• Excellent Communicator
• Learner

If you are interested in applying for the position, please send your resume to [email protected]

Physical Demands and Work Environment: The physical demands and work environment characteristics described here

are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical Demands: Job requires sitting up to eight hours a day. Body movement primarily in hand and arm functions associated with normal office activities. Hand and eye coordination, and hand dexterity is required for handwriting and keyboarding over prolonged periods of time. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

• Work Environment: The noise level in the work environment is usually minimal.