Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Employee Benefits Financial Underwriting Consultant (10249)

Capstone Search Group

Job Description

Job Description

About the Role

As  Senior Employee Benefits Financial Underwriting Consultant  the organization needs your support analyzing information and creating financial deliverables for clients with complex health and welfare programs. Your responsibilities include serving as a subject matter expert within the team, data analysis to support negotiations with carriers, reporting, presentations, modeling, and renewal projections. 

Duties & Responsibilities

  • Work closely with the sales and service team to develop plan strategies for clients based on your data analysis and financial projections
  • Utilize analytical tools and other utilization data available to identify emerging trends, patterns, and anomalies in claims
  • Utilize predictive modeling tools to develop alternative strategies, plan modeling, and cost reduction opportunities
  • Meet with clients to explain external market influencers and internal experience trends driving benefit costs

Skills & Experience

  • Advanced Excel skills and general mathematical principles
  • Experience working with insurance carrier data reporting systems
  • Possess technical knowledge of underwriting aspects such as plan design, funding arrangements, risk and rating components

Job Specs

Location: Charlotte, NC. Hybrid schedule is available.

Company Description

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Company Description

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Employee Benefits Financial Underwriting Consultant (10249) in Charlotte, NC vacancy
  •  ...Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk...  ...the AE to present to our clients Assisting the AE with the underwriting process including working with the various insurance carriers... 
    Suggested
    Temporary work
    Work at office
    Local area
    Flexible hours

    HUB International

    Charlotte, NC
    15 hours ago
  • $62.7k - $94.62k

     ...highest goal is for all employees to feel included,...  ...Responsibilities Evaluates and underwrites new and renewal...  .... Viewed as a senior resource on the Underwriting...  ...Company SCI Summit Consulting, LLC Salary Range: $62,700.00 -$94,620.00 Benefits: We offer competitive... 
    Senior
    Full time
    Part time
    Work at office
    Remote work

    Great American Insurance Company

    Belmont, NC
    5 days ago
  •  ...Senior Production Underwriter Specializing In Wholesale Excess & Surplus Casualty...  ...profitable business Employees should review all role requirements...  ...-specific details, please consult your local recruiting / HR...  ...through comprehensive benefits, workplace flexibility,... 
    Senior
    Local area

    Liberty Information Technology Limited

    Charlotte, NC
    4 days ago
  • $107.16k - $226.32k

     ...KPMG is currently seeking a Manager, Business Tax Services - Employee Benefits Compliance to join our Business Tax Services practice....  ...entities Oversee the gathering, analysis, and interpretation of financial and participant data, ensuring accuracy and compliance with... 
    Suggested
    Local area

    KPMG

    Charlotte, NC
    1 hour ago
  • Job Description: Title: Account Manager - Employee Benefits Work Mode: Remote (Eastern and Central Times Zones Only) | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans Please note: If this position is posted as either fully remote... 
    Suggested
    Remote work

    Insurance Office of America

    Charlotte, NC
    1 day ago
  • $98k - $162.5k

     ...capacity analysis (i.e., financial, borrower, industry, etc.)...  ...portfolio performance. The Senior Credit Underwriter (SCU) partners closely with...  ...discretionary plan. Employees are eligible for an annual...  ...overall success of the Company. Benefits This role is currently... 
    Senior
    Shift work
    Day shift

    NACBA

    Charlotte, NC
    2 days ago
  • $20 - $24 per hour

     ...hotel management company located in Charlotte, NC, is seeking a Senior HR Coordinator. This role involves managing full-cycle...  ...compliance. This position offers a competitive starting pay between $20.00 and $24.00 per hour with comprehensive benefits. #J-18808-Ljbffr... 
    Senior
    Hourly pay

    White Lodging

    Charlotte, NC
    3 days ago
  •  ...Description As a Health and Benefits Senior Analyst you will...  ...acumen as well as your financial, project management and...  ...gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of...  ...Life Resources (including Employee Assistance Program)... 
    Senior
    Temporary work
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    WTW inc.

    Charlotte, NC
    4 days ago
  • $112k - $168k

     ...Remote/Hybrid Job Overview The Employee Relations Specialist serves as a trusted...  ...both people and organizational health. The Senior Employee Relations Specialist (Level 6)...  ...outcomes Provide real-time case consultation for ambiguous or sensitive situations... 
    Senior
    Remote work

    Relativity

    Charlotte, NC
    5 days ago
  • $75k - $150k

     ...building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies...  ...commitment. Are you ready to make a difference? Job Summary Our Employee Benefits sales team is hiring! This is your opportunity to accelerate... 
    Local area
    Home office
    2 days per week
    3 days per week

    The Standard

    Charlotte, NC
    4 days ago
  • $86.25k - $172.5k

     ...years in a relevant field are required, with a preference for credit decision experience. This role offers a competitive salary ranging from $86,250 to $172,500 annually based on experience and performance and includes a comprehensive benefits package. #J-18808-Ljbffr... 
    Senior

    Fairygodboss

    Charlotte, NC
    1 day ago
  •  ...About the Role: We are seeking motivated individuals to join our growing remote team as an Employee Benefits Specialist. This is an entry-level opportunity designed for candidates who are eager to learn the fundamentals of protecting employees, work directly with members... 
    Remote job
    Full time

    Zuzick Organization of Globe Life

    Charlotte, NC
    8 hours ago
  •  ...Summary We are seeking a Senior Dealer Commercial...  ...supporting Daimler Truck Financial Services' profitable...  ...transactional or guideline-based underwriting and instead emphasizes...  ...than expected. Benefits Benefits include...  ...paid parental leave; employee assistance program; comprehensive... 
    Senior
    Temporary work
    For contractors
    Work at office
    Local area
    Remote work
    Worldwide
    Relocation
    Relocation package

    Daimler Truck Financial Services USA LLC

    Charlotte, NC
    3 days ago
  •  ...Health And Benefits Senior Analyst As a Health and Benefits...  ...acumen as well as your financial, project management and...  ...ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of...  ...Resources (including Employee Assistance Program)... 
    Senior
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    Willis Towers Watson

    Charlotte, NC
    5 days ago
  •  ...Senior Credit Underwriter - Custom Lending - Global Wealth & Investment Management...  ...( Bank of America employees are required to meet all...  ...common purpose to help make financial lives better through the power...  ...certain Bank of America benefits. Receipt of this document... 
    Senior
    Work at office
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    2 days ago
  •  ...industry, is actively seeking a highly skilled and experienced Senior Benefits Manager to join their dynamic and expanding team. This is a...  ...overseeing onboarding processes, ensuring seamless transitions for employees, and maintaining alignment with organizational standards and... 
    Senior
    Permanent employment
    Work at office
    Remote work

    DSJ Global

    Charlotte, NC
    3 days ago
  • $77k - $202k

     ...Senior Associate, Finance Consulting At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client...  ...PwC offers a wide range of benefits, including medical, dental,... 
    Senior

    PwC (US)

    Belmont, NC
    3 days ago
  •  ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those...  ...practices across the advisory organization Compensation & Benefits Highly competitive compensation structure Performance... 
    Senior
    Work at office

    New Day Executive Search

    Charlotte, NC
    1 day ago
  • $150k - $180k

     ...Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide...  ...compensation and competitive benefits. Candidates must be legally authorized...  ..., holistic support, and expert consulting to help advisors run stronger, more... 
    Senior
    Full time
    Work at office
    Flexible hours

    AssetMark

    Charlotte, NC
    5 days ago
  •  ...Are you a Certified Financial Planner (CFP®) with a passion for transforming...  ...seeking Wealth Advisors and Senior Wealth Advisors to join our...  ...compensation, outstanding benefits, and a culture of inclusivity...  ...long-term client outcomes and enrich the employee experience.
    Senior
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard Group, Inc.

    Charlotte, NC
    5 days ago
  • $54.4k - $111.5k

     ...is seeking a Credit Analyst in Charlotte, NC, responsible for underwriting and monitoring credit. The ideal candidate will have a...  ...Commercial Banking credit analysis. This role requires strong financial and risk analysis skills, proficiency in financial modeling,... 

    Fifth Third

    Charlotte, NC
    1 day ago
  •  ...Position Summary The Senior Underwriter is responsible for evaluating and determining the eligibility of loan applications. Responsibilities include analyzing and verifying loan applications, evaluating risks, and making loan eligibility decisions. The Senior Mortgage... 
    Senior
    Remote work
    Flexible hours

    Primis Bank

    Matthews, NC
    5 days ago
  • Safe Alliance in Charlotte, NC, is seeking a Client Care Specialist to support administrative functions for direct service and leadership staff. The role focuses on responding to calls, providing crisis intervention, and coordinating with community resources to assist ...

    Ascend Nonprofit Solutions

    Charlotte, NC
    15 hours ago
  • $64.2k - $116.4k

     ...Engagement Business Advisor (EBA) – Senior Associate role, you will be...  ...and manages engagement level financial and operational activities...  ...compensation and benefits package where you’ll be rewarded...  ...opportunities to applicants and employees without regard to race, color... 
    Senior
    Contract work
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY

    Charlotte, NC
    4 days ago
  • $100k - $125k

     ...Senior Financial Analyst (FP&A) Reporting to the VP of Finance & Accounting, the Senior Financial Analyst (FP&A) holds a critical role...  ...information Employment Opportunity Includes: Competitive benefits, including: medical, dental, vision, life, STD & LTD... 
    Senior
    Temporary work
    Work at office
    Remote work

    DGI Supply

    Charlotte, NC
    5 days ago
  • RVO Health in Fort Mill, SC, seeks a Senior FP&A Associate to conduct financial analyses, budgeting, and forecasting. This role includes preparing business...  ..., along with 3-5 years in financial planning. Benefits include a starting salary of $75,000 - $85, health insurance... 
    Senior
    Remote job

    RVO Health

    Charlotte, NC
    2 days ago
  •  ...We’re seeking an experienced Senior Portfolio Manager to work with...  ...daily credit analysis, underwriting, and portfolio management support...  ...read, analyze, and interpret financial reports and legal documents;...  ...and customer service skills. Benefit Highlights Medical with wellness... 
    Senior
    Work experience placement
    Local area

    First Horizon Bank

    Charlotte, NC
    2 days ago
  • $96.3k - $176.5k

    Financial Services - Capital Markets - Digital Assets - Senior Consultant Location: New York Other locations: Anywhere in Region Requisition...  ...compensation and benefits package where you’ll be rewarded...  ...standards and integrity among its employees and expects all candidates to... 
    Senior
    Summer holiday
    Flexible hours

    Ernst & Young Advisory Services Sdn Bhd

    Charlotte, NC
    2 days ago
  • $245.1k - $279.8k

     ...Commercial Credit Review – Senior Director Commercial Credit Review...  ...Real Estate, Healthcare, Financial Institutions, Municipal...  ...client selection, quality of underwriting, effectiveness of borrower monitoring...  ...Sr. Director, Credit Review Benefits Capital One offers a... 
    Senior
    Full time
    Part time
    Local area

    Capital One

    Charlotte, NC
    5 days ago
  • $41.1 - $61.65 per hour

     ...Corporate - Accounting Status: Full time Benefits Eligible: Yes Hours Per Week: 40...  ...Major Responsibilities: Lead advanced financial analysis and reporting to support strategic...  ...information and recommendations to senior leadership; collaborate cross-functionally... 
    Senior
    Daily paid
    Full time
    Temporary work
    Part time
    Work at office
    Flexible hours
    Shift work

    American Addiction Centers

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Employee Benefits Financial Underwriting Consultant (10249). Be the first to apply!