Underwriting Specialist

Contact information Email View email address on click.appcast.io Description 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. #J-18808-Ljbffr