Underwriting Specialist

Are you looking for a career, not just a job? At Custom Design Benefits, our growth is fueled by a clear vision, disciplined execution, and a team that leads with values.

Were guided every day by what matters most: 1.

Take Care of Our Clients 2.

Be Positive and Bring It 3.

Deliver Results 4.

Be a Great Teammate/Collaborate Our Underwriting Specialist position, internally known as the Sales Support Specialist will be expected to do the following tasks: Understand and Integrate Key Elements: Interpret stop-loss provisions, network, Pharmacy Benefit Manager, financial data, and plan design to support sales strategy.Request for Proposal (RFP) Coordination: Manage the entire RFP process, including reviewing materials, obtaining competitive information, selecting partner markets, and organizing submissions.Proposal and Renewal Management: Prepare accurate proposals, summaries, and documentation for new sales and renewals, including ASO and ancillary services.Bid Review and Feedback: Analyze and compare bids for accuracy, competitiveness, and alignment with sales strategies; provide feedback to carriers.Client and Carrier Collaboration: Maintain strong relationships with sales partners, brokers, and carriers, ensuring timely and effective communication, feedback, and negotiation.Operational Efficiency: Utilize Salesforce for data tracking, task assignment, and report generation while ensuring accurate rate sheets for invoicing and internal use.Marketing Support: Contribute to marketing efforts, update proposal materials, propose and execute creative ideas to support sales strategy.Post-Sale and Ongoing Support: Oversee stop-loss binding, disclosures, document accuracy, and renewal processes, ensuring smooth implementation and superior client outcomes.Other duties as assigned.

Our Ideal Candidate: Critical ThinkerProblem SolverSelf-StarterExcellent CommunicatorLearner