Senior Associate, Pension Solutions Underwriter
Core
Underwrite small to mid-sized single premium pension cases by analyzing bid specifications, preparing quotes, evaluating risks, and supporting proposal development.
Role type
Senior Associate, Pension Solutions Underwriter
Builds
Accurate pricing solutions and quotes for pension risk transfer products
Domain
Financial services / Insurance / Retirement planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Annuities underwriting, Financial analysis, Risk evaluation, Defined benefit plans knowledge, Single premium contracts, Plan specification analysis, Data validation, Pricing methodologies, Microsoft Excel, Analytical skills
Preferred skills
Defined benefit plans experience, Single premium contracts experience
Technologies
Microsoft Excel
Responsibilities
Analyze bid specifications and validate data, Prepare quotes and document assumptions, Review plan provisions and identify questions, Handle repricing requests, Maintain underwriting documentation, Partner with brokers and internal teams to provide responsive service
Seniority
Senior Associate