Financial & Underwriting Consultant - Employee Benefits

Alliant Insurance Services offers an opportunity to apply advanced underwriting and pricing expertise while leading projects and developing teams. This hybrid role is based in McLean, VA and supports meaningful client impact through clear analysis, strong execution, and collaboration across the Financial & Underwriting organization. The salary range for this position is USD 100,000 - 125,000 per year.

What you’ll do

• Serve as a subject matter expert across major underwriting areas, including special pricing and marketing projects.
• Partner with clients and the Financial & Underwriting team to define project objectives and ensure successful delivery.
• Support strategic team direction, including resource planning, education and training needs, policy development, and business growth.
• Identify, coordinate, and manage key external relationships with insurance carriers, external consultants, third party administrators, and vendors.
• Apply actuarial plan values in pricing and analysis, including the ability to use available software for plan analysis and pricing.
• Work with underwriting models and reporting templates to modify and customize deliverables for customer needs.
• Lead and manage assigned client underwriting projects, presenting findings directly with confidence and clarity.
• Assist Producers with prospecting activities, including written RFP responses, finalist presentations, and follow-up support.
• Maintain data tracking and reporting for financial management, underwriting models, client reports, and other analytical deliverables.
• Use multiple carrier data and reporting systems to obtain claim data for analysis and reporting.
• Review and challenge renewal calculations for fully-insured contracts (Health, Dental, and Vision).
• Participate in educational opportunities to stay current on underwriting knowledge, market trends, and the regulatory environment.
• Ensure accuracy and timeliness by managing timelines, meeting established deadlines, and addressing incoming correspondence as required.
• Lead the development and execution of training related to underwriting and analysis topics.
• Mentor team members within the Financial & Underwriting team.
• Comply with agency management system standards, maintaining data integrity by entering and sustaining complete and accurate information.

What you bring

• Bachelor’s Degree or an equivalent combination of education and experience.
• 8+ years of related work experience.
• 1+ year of management experience leading a team of at least 3 individuals.
• Ability to continue meeting Continuing Education requirements for license renewal.
• Proficiency in the Microsoft Office Suite, including advanced MS Excel skills.
• Excellent verbal and written communication skills.
• Strong problem solving and time management skills.
• Good customer service skills, including telephone and listening skills.
• Excellent planning, organization, and prioritization skills.
• Ability to work in a team environment and foster teamwork.
• Ability to manage mid-level and large projects and lead assigned teams to achieve goals.
• Ability to work independently to complete assigned projects.
• Ability to prioritize work across multiple projects and deadlines.

Tools you’ll use

• Microsoft Office Suite
• MS Excel

Work arrangement

• Hybrid work schedule with an in-office requirement.