At Aetna, we’re pioneering a total approach to health and wellness. As an underwriter, you’ll provide valuable, ongoing financial insights for corporate clients and determine accurate and competitive rates and fees for new and renewal business. We’ll count on you to negotiate rates that meet our customer’s financial needs while delivering high-quality products, claims projections, funding evaluations and financial accounting packages. And we’ll support you in achieving more in your life and your work.
What makes a successful underwriter? Here are the traits we are looking for:
- Problem Solver
Paid Time Off & Disability
Underwriting AssociatePrimary Location: Walnut Creek, California
Additional Locations: CA-Walnut Creek, CA-Woodland Hills, UT-Sandy Apply
60869Fundamental Components: Prepares and delivers routine new business quotes and/or existing business renewals and/or accountings. Complexity of work increases as technical skills progress. Reviews work with mentor/manager and respond to requests for pricing and/or accounting balance alternatives based on financial analysis, underwriting principals and business strategy. Utilizes basic functionality of underwriting tools, systems, and reference materials to produce accurate quotes, renewals and/or accountings. Applies underwriting guidelines and escalates underwriting exceptions/financial variances for their assigned cases to the appropriate level. With supervision, assists sale personnel in explaining rate/fee, accounting balance development and communicating underwriting policy. Produces timely and accurate customer specific documents, deliverables and accounting related information. Conducts audits on premiums, fees and claim wires to ensure all receivables are accurate and accounted for. Tracks customer allowances or MBE/WBE goals using compliance guidelines. Assists department with projects or participate in work groups. Background Experience: Experience related to insurance, rating, underwriting and accounting concepts preferred.
Demonstrated success in a production-oriented environment meeting or exceeding production targets.
Demonstrated success in collaborating with others to meet/exceed expectations.
Demonstrated success prioritizing work and the ability to multi-task in a fast-paced environment.
Experience working with standard Microsoft Office products.
High School/GED or equivalent experience, bachelor’s degree preferred
Required Skills: Finance - Creating Profitable Customers, Finance - Managing Aetnas Risk, General Business - Managing Sales Relationships, Technology - Leveraging Technology Desired Skills: Finance - Delivering Profit and Performance, General Business - Applying Reasoned Judgment, General Business - Communicating for Impact Functional Skills: Underwriting - New business - group medical, Underwriting - Pricing methodologies (manual, experience, blended, alternate, etc.), Underwriting - Rating methodologies and/or functions (rating and accounting)., Underwriting - Renewal - group medical Potential Telework Position: No Percent of Travel Required: 0 - 10% EEO Statement: Aetna is an Equal Opportunity, Affirmative Action Employer Benefit Eligibility: Benefit eligibility may vary by position. Click here to review the benefits associated with this position. Candidate Privacy Information: Aetna takes our candidate's data privacy seriously. At no time will any Aetna recruiter or employee request any financial or personal information (Social Security Number, Credit card information for direct deposit, etc.) from you via e-mail. Any requests for information will be discussed prior and will be conducted through a secure website provided by the recruiter. Should you be asked for such information, please notify us immediately.
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