Underwriting & Financial Analyst, Employee Benefits - Miami, FL at World Insurance Associates, LLC.

Kendall, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Mar, 26

Salary

0.0

Posted On

06 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Analysis, Employee Benefits, Communication Skills, Project Management, Microsoft Office, Teamwork, Problem-Solving, Time Management, Attention to Detail, Discretion, Professionalism, Positive Attitude, Data Analysis, RFP Preparation, Benchmarking, Financial Reporting

Industry

Insurance

Description

Summary Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview This position will provide support and manage employee benefits for clients, with a focus on: Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits. Essential Duties and Responsibilities Responsible for the preparation of the RFPs and the analyzation of the marketing results Designing, distributing, and evaluating responses to surveys and RFPs Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models The ability to create benchmark data and trend analysis for clients Work independently and make sound underwriting decisions based on financial results Proactive financial monitoring and review for assigned cases Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information Create weekly, monthly and quarterly financial statements and/or projections Assist in quarterly presentation to clients on financial performance of insurance programs New Business Financial Evaluations, as needed by sales team Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results Process all necessary paperwork by adhering to the department workflow and procedures Qualifications Bachelor’s Degree or the recognized equivalent in education and experience, required 1+ years of Employee Benefits insurance underwriting experience, carrier or brokerage preferred Strong communication skills and ability to translate complex financial concepts into customer friendly format Proven ability to manage multiple projects simultaneously and produce quality deliverables on time Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook) Able to work independently and enjoy a high degree of interaction with team members Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives Self-motivated and driven Maintain a sense of urgency and ability to work with and meet deadlines Demonstrates effective problem-solving abilities Demonstrates excellent time management and prioritization skills Attention to detail and commitment to a high level of accuracy The ability to use discretion surrounding sensitive information Ability to maintain a professional demeanor and positive attitude Compensation: This position is located in Florida. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 #LI-HYBRID

Responsibilities

The Underwriting & Financial Analyst will manage employee benefits for clients, focusing on various insurance products. Responsibilities include preparing RFPs, performing financial analysis, and creating financial reporting packages.