Benefits Underwriting Manager

Location: Remote
Department: Engage Insurance Agency
Position Type: Full Time-Exempt
Engage PEO, recognized on the "INC. 5000 Honor Roll for the Fastest Growing Private Companies' is seeking future Engagers who are ready to build a rewarding future. The Benefits Underwriting Manager oversees the underwriting team and process. This role is responsible for ensuring efficient underwriting operations, balancing risk management with competitive pricing strategies, and driving organizational growth. The Benefits Underwriting Manager collaborates with sales, consulting, and leadership teams to maintain the long-term performance and stability of Engage's benefits program.
PRIMARY RESPONSIBILITIES:
Team Leadership and Development:
Manage and mentor the underwriting team, fostering growth and development
Establish and implement consistent processes across the team to ensure alignment with organizational goals
Support the professional development of team members through training, goal setting, and performance evaluation
Operational Excellence:
Oversee the underwriting process, ensuring accurate analysis of data and risk assessments
Develop and refine underwriting tools and methodologies to improve efficiency and accuracy
Approve underwriting submissions and ensure adherence to company policies and compliance standards
Track and report underwriting metrics, providing insights for performance evaluation and continuous improvement
Vendor and Compliance Management:
Responsible for tracking and budgeting of vendor expenses to ensure cost-effectiveness
Negotiate vendor contracts to optimize service quality and cost savings
Finalize compliance language in vendor agreements and underwriting documentation to maintain regulatory adherence
Collaboration and Strategic Initiatives:
Partner with sales and consulting teams to provide data-driven pricing strategies and insights
Work closely with leadership to identify process improvements and implement strategic initiatives
Support the integration of acquired entities and processes to maintain business continuity
Reporting and Analysis:
Prepare detailed reports on underwriting metrics, trends, and financial analysis for leadership
Present underwriting recommendations to executive leadership, supporting strategic decisions
OTHER DUTIES AND RESPONSIBILITIES:

Collaborate with internal teams to address escalations and provide resolutions
Maintain up-to-date knowledge of industry trends, compliance requirements, and market dynamics
Support cross-departmental initiatives to enhance the agency's efficiency and value
Perform other duties as assigned by leadership
REQUIRED QUALIFICATIONS:
Education: Bachelor's degree in Business Administration, Insurance, or a related field
Experience: Minimum of 6 years of relevant experience in health benefits, with at least 2 years in a managerial role. Experience within a Professional Employer Organization (PEO) is preferred.
Licenses/Certifications: Must possess a Health Insurance license or obtain one within 6 months of hire
Proficient with MS Office, and Intermedial Microsoft EXCEL skills
Knowledge of Federal and state laws regarding employee benefits and insurance such as the ACA, Section 125, COBRA, HIPAA, PPA, and ERISA and IRS Benefit Rules
Familiarity and understanding of Insurance, employee benefit plans and PEOs
Knowledge of benefits policies, practices, and administrative procedures
ClientSpace and PrismHR knowledge is a plus
COMPENSATION:
The salary range for this position is listed below. However, you should know that the salary range may vary based on regional location, the candidate's skill, and relevant experience. In addition, some positions may include a form of bonus or other incentive compensation, which would not be included in this salary range.
Annual Salary Range: $85,000.00-$100,000.00
BENEFITS:
We offer a comprehensive Benefits Package to our full-time salaried, hourly, or commissioned workers. Our 2025 Benefits Package includes:
3 Weeks Paid Time-Off per Year (Increasing with seniority)
Parental Leave
Paid Holidays
Your choice of Medical Insurance Plan or HSA with a generous employer contribution
Life Insurance with an employer-paid base
Dental and Vision
Long-Term Disability Insurance with an employer-paid base
Short-Term Disability Insurance
Pre-tax Savings on most employee insurance premiums
Medical Expense Flexible Spending Account
Dependent Care Flexible Spending Account
Commuter and Parking Pre-tax Benefits
Discount Tickets on Theme Parks and Attractions
We believe our success is primarily due to our diverse, talented employees who help to cultivate an inclusive learning culture. We encourage open, regular communication and development that fosters our strong team culture. We are committed to providing inclusive equal employment opportunities to all employees, applicants for employment, and other covered individuals without regard to race, color, religion, age, sex, disability, national origin, citizenship, genetics, military status, sexual orientation, gender identity or expression, family status, or any other characteristic protected by federal, state, or local laws. Furthermore, we are committed to complying with all federal, state, and local anti-discrimination, anti-harassment, and anti-retaliation laws.
Engage PEO is an Equal Opportunity Employer