Underwriting Assistant

B

Beyond Risk Management Inc

Posted 2 months ago

Full Time

Beverly, Massachusetts

Hybrid

Smart Summary

Responsibilities

The Underwriting Assistant manages administrative functions for underwriting and sales teams, including RFP intake and data entry. They also act as a primary point of contact for producer partners and assist with special projects as assigned.

Qualifications

You have a Bachelor's degree or 1-3 years of relevant administrative experience, with strong analytical and problem-solving skills. You possess excellent attention to detail, proficiency in Microsoft Office, and the ability to learn new systems quickly to support the underwriting and sales teams.

Must Have Skills for ATS

Excel

Word

Outlook

PowerPoint

Job Description

Beyond Health Partners, LLC, a Beyond Risk Management partner company, is seeking an administrative professional to join our dynamic Underwriting team. As an Underwriting Assistant, you will manage administrative functions for the underwriting and sales teams while learning the fundamentals of the medical stop loss industry, developing your underwriting skills, and providing backup administrative support across the organization, as needed. 

Responsibilities:

  • Manages the RFP intake mailbox for multiple programs, promptly and accurately setting up RFP opportunities, and loading all relevant documentation into the Underwriting System journal
  • Distribute RFP files to the appropriate parties for setup, as required
  • Format Excel Census files to align with Underwriting System requirements and load the formatted Excel Census file into the system
  • Acts as the first line of communication for the underwriting team, replying to inquiries from producer partners in a timely and appropriate manner
  • Add updated information received to the appropriate journal and communicate updates to underwriters
  • Prepare files for underwriting by entering plan benefits, requested terms, competitive information, and claims experience
  • Provides additional administrative and data entry support to the underwriting and sales team, as requested
  • Train cross-functionally across the organization to develop a deep understanding of the medical stop loss industry, and to provide assistance during periods of high-volume activity
  • Completes special projects as assigned by management

Qualifications:

  • Bachelor's degree from a four-year college or university, or 1-3 years of relevant work experience in an administrative role
  • Strong analytical skills with the ability to interpret complex claims data
  • Ability to problem-solve and apply critical thinking skills to identify solutions
  • Willingness and flexibility to learn new skills, and to assist various divisions within the company, as needed
  • Excellent attention to detail and accuracy in data entry and documentation
  • Strong communication skills, both verbal and written, with the ability to interact professionally with internal and external parties
  • Proficiency with Microsoft Office applications (Excel, Word, Outlook, PowerPoint), and ability to learn new computer systems and technology quickly
  • Ability to work independently and collaboratively in a fast-paced, deadline-driven environment
  • A positive attitude, commitment to teamwork, and an eagerness to learn are critical to success in this role

What We Offer:

  • Benefits (100% employee-paid Medical & Dental premiums)
  • 401k contribution - 4% company match
  • 21 days of PTO + 9 paid holidays & 1 floating holiday
  • Hybrid flexibility after initial training period
  • Professional development & continued growth 

The candidate must be local to the Beverly, Massachusetts area, as this role is required to be in the office five days per week upon hire. After three months of employment, there is potential for a hybrid schedule, at management’s discretion, with no less than three days in the office per week.

We are proud to be an equal opportunity employer. All qualified applications will receive consideration without regard to race, color, religion, sex, sexual orientation, national origin, ancestry, gender, gender identity and/or expression, genetic information, veteran status, disability, citizenship status, marital status, pregnancy, or any other characteristic protected by federal, state, or local employment discrimination laws. 

B

Beyond Risk Management Inc

BevCap Management is a program manager for multiple captive insurance companies and national guaranteed cost programs. Our captive programs currently consist of four homogeneous group programs: Beverage Distribution Industry Dairy & Food Processing Industry Automotive Services Industry National Beer Wholesalers Association
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