The Sr. Underwriting Analyst supports Baldwin's Employee Benefits practice, working with advisor and sales teams to support modeling, trends, data management, and project-based work across medical, dental, and vision lines of coverage.
PRIMARY RESPONSIBILITIES:
- Primary responsibility for monthly client deliverables
- Create and manage dashboard exhibits
- Establish ongoing communication with carriers to monitor claims
- Remain current with employee benefits products and trends
- Build employer/employee contribution strategies and projection-based modeling (examples: M&A resources, contribution and migration modeling)
- Apply underwriting and actuarial modeling tools to analyze claims experience, project renewal costs, and support plan performance benchmarking
- Collaborate with advisor, sales, actuarial, and account management teams to deliver integrated client analysis and recommendations
- Assist on additional team projects as needed
- Provide data manipulation and formatting expertise
- Support and develop medical utilization project-based work
EDUCATION, EXPEREINCE, KNOWLEDGE, SKILLS, AND ABILITIES:
- Bachelor's degree required
- Experience with a carrier, medical preferred
- Working knowledge of medical, dental, and vision insurance carrier market financials, products, and benefit offerings
- Knowledge of plan funding arrangements, including fully insured, level-funded, and self-funded structures
- Organizational skills and time management
- Strong mathematic ability
- Effective communications skills both written and verbal for interface with Clients and co-workers
- Ability to work in a team environment
- Strong collaboration skills, with the ability to work effectively across cross-functional and inter-departmental teams
- Effective computer skills: Microsoft Office Software, and other firm and discipline-specific software applications. Excel and PowerPoint skills required.
- Ability to take initiative, problem-solve, multi-task and work well under pressure
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
The starting pay is $105,000-$119,000 salary is negotiable upon time of hire.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
Skills Required
- Bachelor's degree
- Experience with an insurance carrier or medical experience
- Working knowledge of medical, dental, and vision insurance carrier market financials, products, and benefit offerings
- Knowledge of fully insured, level-funded, and self-funded plan funding arrangements
- Organizational and time management skills
- Strong mathematical ability
- Effective written and verbal communication skills
- Ability to work in a team environment
- Strong collaboration skills across cross-functional and interdepartmental teams
- Microsoft Office, Excel, and PowerPoint skills
- Ability to take initiative, solve problems, multitask, and work well under pressure
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
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