Sr. Financial Consultant (Underwriter) - Employee Benefits

Job ID
# of Openings
Employee Benefits Service
Office Location
145 W Ostend St
Location : Location


AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.



This position is responsible for working with sales executives in preparing requests for proposals, obtaining and analyzing carrier quotes, inputting data into various automation systems, and has overall accountability in developing a plan for clients and prospects in managing their health and welfare benefit risk.


Essential Duties and Responsibilities:

  • ▪ Execute competitive bidding of all coverage lines and prepares reports outlining financial and contractual analysis according to company policy.
    ▪ Review vendor proposals for accuracy.
    ▪ Assist Sales Executives to evaluate, determine and recommend alternative. coverages, pricing, options, and plan design changes based on analysis of available plan elements and on client/prospect goals.
    ▪ Prepare financial analysis for prospects, including claims projections, premium equivalents, and contribution scenarios.
    ▪ Produce deliverables timely, accurately, and in compliance with company standards.
    ▪ Build and maintain models and/or templates on an as-needed basis.
    ▪ Develop positive relationships with vendor representatives.
    ▪ Remain abreast of the health insurance environment and constantly changing insurance legislation and serve as an industry resource to Sales Executives and Account Managers.
    ▪ Respond to routine and non-routine correspondence.
    ▪ Work independently and within the team on special nonrecurring and ongoing projects.
    ▪ Represent AP Benefit Advisors in a positive and professional manner with both internal and external customers.
    ▪ Maintain composure and effectiveness under pressure in a deadline driven environment.
    ▪ Perform other duties and special projects as assigned.


Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


▪ Bachelor’s degree in business related field
▪ 7-10 years employee benefits industry experience with 2-3 years financial experience
▪ Life and Health Insurance License and/or obtain within 90 days
▪ Proficient in Microsoft Office applications
▪ Strong PC skills with the aptitude to learn new systems
▪ Knowledge of self-funded health plans, life and disability plans preferred



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