Senior Underwriting & Financial Analyst, Employee Benefits - Syosset, NY

Paul Global Benefits Position

Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

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.

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

Compensation : This position is located in New York State. The base salary for this position at the time of this posting may range from $95,000 to $100,000. 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.

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.