Underwriting Operations Consultant

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We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Prospective Risk Management LLC (PRM) is a specialty healthcare underwriting firm headquartered in Atlanta, GA. Serving clients nationally through a virtual-team platform, we offer healthcare risk-assessment services, underwriting,

performance reporting, and actuarial oversight to Professional Employer Organizations (PEOs) using best-in-class actuarial tools and processes.

We are seeking an experienced, health-underwriting operations consultant to complement our seasoned PEO-underwriting team. The Underwriting Operations Consultant will be responsible for ensuring efficient and consistent

underwriting processes within the health-underwriting team. Responsibilities include process improvement, report generation and review, overseeing production, monitoring sales escalations and quote declinations, accuracy testing,

performance input, documenting operating procedures, training, evaluating data across multiple systems, and supporting supervisory staff in the management of underwriting analysts.

Essential Duties and Responsibilities:

• Learning all current processes and technologies that support health underwriting
• Monitoring each underwriter against performance metrics for the team and refining the metrics over time
• Identifying opportunities to address performance variances by specific underwriters
• Working in tandem with supervisor and senior manager in using data to improve underwriter performance
• Generating routine reporting on team production and quote details
• Evaluating end-to-end workflow to identify areas where processes can be simplified and expedited
• Monitoring the reasons for sales escalations of quotes to determine trends and opportunities to address underwriter performance
• Identifying broad opportunities to reduce quote time, improve consistency, improve accuracy, reduce unnecessary declinations, and reduce unnecessary escalations from sales
• Assisting with introducing new technologies and workflows to address evolving needs of the business
• Evaluating workflow associated with new technologies, developing plans for simplifying new processes, and assisting in training and implementing improvements
• Participating with supervisors and senior manager in ongoing meetings on performance and team objectives
• Providing summarized report data with key findings to inform supervisors and senior manager of team performance
• Making recommendations to improve quality of the entire underwriting process
• Providing supervisors and senior manager with performance results by underwriter to support performance reviews and staff-development discussions
• Communicating to supervisors and senior manager when problems are discovered that affect daily processes and working with team for resolution.
• Evaluating production capabilities and suggesting efficient ways to balance workload and provide production back up when underwriters are on PTO
• Creating, updating, and maintaining accurate and timely documentation of Standard Operating Procedures for the underwriting team
• Maintaining and fostering an ongoing attitude of continuous process improvement within the department

Qualifications, Skills and Requirements:

• Strong leadership skills
• High attention to detail
• Ability to work well in a dynamic, fast-paced, virtual-team environment
• Strong business communication skills
• Ability to quickly learn new processes
• Ability to learn multiple reporting tools, generate reports, and evaluate data
• Proficiency in Microsoft Excel
• Ability to translate data into action steps and process improvement
• Ability to document workflows clearly and simply
• Ability to train others effectively on work processes

Education, Training and Experience:

• Senior-level health-underwriting experience required
• Working knowledge of employer-based, large-group benefits required
• Underwriting-process or personnel-management experience preferred
• Experience working within the PEO industry preferred

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!