What are the responsibilities and job description for the PIA - Underwriting Analyst position at Alera Group, Inc.?
Overview
Propel, an Alera Group company, is seeking an Underwriting Analyst. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Responsibilities
Develop and maintain client deliverables including new client onboarding materials, renewal projections, benchmarking reports, and custom contribution models tailored to complex funding arrangements (fully insured, self-funded, and level-funded).
Roll over and adapt client templates for new plan years or structural changes, ensuring continuity and accuracy in all documentation.
Produce and refine reporting such as monthly/quarterly utilization, financial, and experience reports, including input updates and visual adjustments for high-value clients.
Prepare funding analyses and comparative models, including ASO spreads, fully insured equivalents, and strategic contribution modeling for optimized plan design.
Negotiate with insurance carriers (both incumbent and prospective) to secure competitive rates and product offerings aligned with client goals.
Communicate strategic insights and deliverables through client-facing calls, regular email communications, and presentations, incorporating feedback to enhance service quality.
Support operational excellence by training team members, tracking workflow in ImageRight, staying up-to-date on industry trends and legislation, and participating in meetings and seminars.
Qualifications
- 3 years in the Employee Benefits industry
- Four-year degree; preferably focused on mathematical field
- Minimum 1 year in an excel intensive technical role
- Proficiency with Microsoft Excel in creating and working with pivot tables, complex charts / formulas, large datasets, and data visualization
- Knowledge of ImageRight / Benefit Point / Springbuk / Deerwalk / Domo a plus
- Analytical, able to analyze claims data, compare quotes and have accuracy and decisiveness
- Strong organizational, verbal and written communications skills
Additional Information
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary: $50,000-$80,000/year DOE
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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Salary : $50,000 - $80,000
