About This Role
This role involves computing rates for renewing and prospective group Dental and Vision accounts of moderate to complex nature. The Senior Financial Underwriter works without direction on complex issues, evaluating variable factors in depth to complete assignments, and reports to the Manager, Financial Underwriting.
Responsibilities
- Prepare a variety of financial reports for large accounts
- Provide rationale and support to other areas and clients regarding rate computations and financial activity
- Provide expense estimates and accurate analysis of financial exhibits
- Influence department’s strategy
- Make decisions on moderately complex to complex issues regarding the technical approach for project components
- Exercise considerable latitude in determining objectives and approaches to assignments
- Recommend and communicate products and competitive pricing to meet customer requirements
- Review contracts and certificates, working with Product and Compliance areas to evaluate the ability to match plans for takeover
- Utilize strong knowledge of manual rating systems and experience, provider, and management reporting data in making pricing decisions
- Negotiate with Sales and Account Management as needed in preparing offers for new and existing business
- Connect with agents/brokers and clients as needed, to resolve risk, plan, and rating concerns
- Be responsible for administrative processing of cases, utilizing various underwriting tools, systems, and databases to complete evaluations
- Document and communicate underwriting decisions effectively
- Demonstrate strong time, organizational, and desk management
- Provide mentoring/coaching in the development of technical skills of others, supporting team growth
- Conduct training for sales and/or underwriting staff as needed
- Participate in project work to develop or improve underwriting processes
Requirements
- Bachelor's degree or comparable experience
- 5 or more years of underwriting Dental and Vision experience rated groups, and financial analysis/risk analysis experience
- Comprehensive understanding of risk pool management
- Proficiency with Microsoft Word, Excel, and Access
Nice to have:
- Master's Degree
- Experience with other lines of group coverage, such as Life and Disability benefits
Important Details
- Estimated Length of Assignment: 15 June 2026 to 20 November 2026
