EPIC Insurance Brokers & Consultants · 1 day ago
Underwriter
Dallas, TX
Full-time
Onsite
Senior Level
5+ years expEPIC Insurance Brokers & Consultants is a growing company with over 60 offices nationwide. They are seeking an Underwriter to manage client claim data, assess complex client risks, and collaborate with teams to deliver financial presentations while overseeing the underwriting support team.
ConsultingFinancial ServicesInsuranceProperty InsuranceRetail
Hiring Manager
Michael Spell
Responsibilities
Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves
Review experience reporting for accuracy
Collaborate with consultants and account teams to prepare and deliver client financial presentations
Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions
Manage and oversight of underwriting support team
Renew and market carriers for assigned book of business
Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial reasonableness
Submit coverage specifications and obtain quotes from potential carriers
Analyze client demographics and other data to determine risk and appropriate carrier product solutions
Assist with product/service quality improvement initiatives as needed
Assists service team in educating clients regarding utilization, carrier reports, and third party vendor applications used to view claims and financial data
Educates service team regarding experience reporting, utilization, carrier reports, self-funding options, etc
Qualification
Required
Bachelor's degree required
Minimum of five years' experience performing financial analysis at a benefits consulting or brokerage firm, or comparable experience with an insurance carrier, or TPA
Must have advanced working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, and Excel
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy
Must be comfortable presenting analysis directly to clients
Life and Health License
Valid Driver License
Advanced knowledge of coverages and services regarding employee benefits
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priorities
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Good interpersonal communication skills
Benefits
Full medical, pharmacy, dental, vision, life and disability insurance
Paid vacation
Sick leave
401k match
Annual bonus potential
Generous Paid Time off
Paid parental leave
Pregnancy disability and bonding leave
Organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Wellness & employee assistance programs
50/50 Work Culture
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
Company
EPIC Insurance Brokers & Consultants
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country.
1001-5000 employees
H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (3)
2022 (1)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknown2017-07-27Acquired
2007-01-01Seed
Leadership Team
Stephen Adkins
COO, Southeast Region
Beth Barr
SVP, Corporate Operations
Recent News
Business Journals
2022-08-25
2022-01-21
Company data provided by crunchbase