Overview
This role involves supporting the Self-Funded Center of Excellence (SFCOE) by managing stop loss and TPA (ASO) marketing processes and performing financial analysis for clients' self-funded insurance programs. The SFCOE provides a full suite of self-funding solutions including stop loss, captives, level-funded options, and TPA marketing to match clients with appropriate strategies based on their risk profiles.
Responsibilities
- Manage the self-funded process for all assigned clients
- Market TPA (ASO) pricing to a select panel of partners
- Clearly communicate pricing results and recommendations to field offices
- Develop and maintain strong working relationships with stop loss carriers, TPA partners, field offices, and consultants
- Maintain up-to-date knowledge of self-funding, stop loss, plan design, relevant legislation/regulatory developments, and emerging benefits trends
- Project manage the stop loss renewal cycle end-to-end
- Secure competitive quotes across stop loss and TPA markets
- Provide proactive day-to-day support to SFCOE leadership
Requirements
- Strong quantitative, analytical, and written communication skills
- Ability to manage multiple priorities effectively in a fast-paced, high-energy environment
- Highly organized, results-driven, and accountable to deadlines and commitments
- Team-oriented and willing to support colleagues during peak workloads
- Self-starter capable of working independently and collaboratively within a team
Qualifications
- Bachelor’s degree in Business, Finance, Mathematics, Accounting, or related field (preferred)
- Minimum 3 years of experience with a group insurance carrier (TPA), captive, brokerage, or consulting firm
- Working knowledge of group insurance underwriting across self-funded, stop loss, and fully insured plans (required)
- Demonstrated knowledge of TPA (ASO) pricing, marketing, and networks (required)
- Knowledge of stop loss and self-funded plan design and fundamentals (required)
- Intermediate to advanced proficiency in Microsoft Excel (required)
- Active Life & Health producer license or ability to obtain within 90 days of hire (company paid) (required)
Compensation & Benefits
- Typical base pay range nationwide: $90,000 to $100,000 per year
- Base pay dependent on skills, education, qualifications, professional experience, and location
- Some roles eligible for variable compensation, commission, and/or annual bonus based on individual and company performance
- Health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Learning and development programs
- Reimbursement of job-related expenses per company policy
- Employee perks and discounts
Location
This is a nationwide role; compensation and eligibility may vary by location.
Equal Employment Opportunity
The organization provides equal employment opportunities to all employees and applicants regardless of 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, or any other protected characteristic under federal, state, or local law.
Employment decisions comply with all applicable federal, state, and local laws prohibiting discrimination. The organization also complies with "ban the box" and criminal history inquiry laws in various states and localities.
Additional Information
The organization uses advanced Artificial Intelligence technologies to enhance the recruitment process, including candidate filtering and rediscovery from existing applicant pools. AI assists in identifying the best fit for open positions but does not replace human decision-making. Candidates may opt out of AI processing where permitted by law.