Implementation and Underwriting Specialist II

Overview

This role supports the growth and profitability of the Employee Benefits business by analyzing and evaluating risk for new and renewing groups. The position applies underwriting guidelines to validate rates, plan designs, and contract provisions while ensuring accurate and timely case implementation. Working closely with Underwriting, Contracts, Premium Administration, and Field partners, the role helps resolve implementation issues and deliver a positive customer experience.

Responsibilities

• Analyze and evaluate new business, sold cases, and renewal risks while applying underwriting guidelines and contract provisions
• Validate rates, plan designs, and insurance risk assessments to support business growth and profitability
• Partner with Underwriting, Contracts, Premium Administration, and Field teams to ensure accurate and timely implementation of cases
• Resolve implementation and service issues through effective communication, problem-solving, and cross-functional collaboration
• Manage multiple priorities; identify process improvements; provide subject matter expertise, training support, and mentorship to team members

Requirements

• High School Diploma or equivalent required
• Minimum of 1 year of insurance experience, preferably in disability benefits, with an understanding of plan design and benefit structures
• Experience providing customer service in a high-volume and/or complex work environment
• Proficient in Microsoft Excel, including data extraction, formatting, and basic formula functions
• Strong written and verbal communication skills, with the ability to explain information clearly and effectively
• Excellent organizational and time management skills, with the ability to manage multiple priorities
• Ability to build and maintain strong working relationships with Underwriting, Contracts, Premium Administration, and Field partners
• Demonstrated problem-solving skills with strong attention to detail and accuracy
• Ability to work independently while also contributing as a collaborative and supportive team member

Preferred Qualifications

• Not specified

Compensation & Benefits

• Salary Range: 28.37 - 37.50
• Annual incentive bonus plan
• Benefits package including medical, dental, vision, and a 401(k) plan with matching company contributions
• Paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually (PTO increases with tenure)
• Paid parental leave and adoption/surrogacy assistance
• Employee giving program that double matches donations to eligible nonprofits and schools
• Work-life balance support through employee-focused benefits

Note: The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

Location

Positions will be posted for at least 5 days from original posting date.

Additional Information

• Affirmative Action/Equal Opportunity employer; considers qualified applicants without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state, or local law. Except where precluded by state or federal law, qualified applicants with arrest and conviction records may be considered pursuant to the San Francisco Fair Chance Ordinance.
• Drug- and alcohol-free work environment.
• Criminal background investigation and employment, education and licensing verification are required as a condition of employment.
• After any conditional offer of employment, the background check includes an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will have an opportunity to explain and correct background information.
• All employees must be bondable.