Underwriting Setup Team Associate

We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future.

Position Summary:

Are you organized, detail-oriented, and eager to have an impact on a high-growth, fast-paced organization?  As ParetoHealth continues to grow and enhance our underwriting processes, we are seeking a data-driven Setup Team Associate to play a pivotal role in delivering our 2025 goals for new business and renewals.

In this role, you will work closely with Account Management and Sales to ensure all required materials are received for each of our clients/prospects. You will also collaborate day-to-day with Underwriters to expedite cases  for the next stage. Your efforts will be essential in delivering accurate, efficient results that support our clients and maintain our high standards of service. This role is critical to supporting our continued growth in 2025 and offers the ability to grow within the organization over time.

Key Responsibilities:

Communication and Coordination

• Work closely with Account Managers and Sales Associates to ensure complete and accurate materials are received for renewals and new business quotes.
• Respond to inquiries related to data validation and provide support when required.
• Collaborate with Underwriters to ensure cases are queued appropriately and ready for the next stage.

Problem-Solving

• Identify data anomalies or trends that might indicate larger issues.
• Propose solutions to improve data accuracy or streamline processes.
• Escalate unresolved issues to the appropriate team or department for resolution.

Data Verification and Quality Control

• Review data for errors, inconsistencies, or missing information.
• Cross-reference data with source documents to ensure accuracy.
• Perform regular quality checks and audits to identify and correct errors.

Workflow Management

• Prioritize tasks and manage workload based on deadlines and team goals.
• Collaborate with other team members to meet overall departmental objectives.
• Adapt to changing priorities and reassignments as needed.

Required Skills & Qualifications:

• Bachelor’s degree in Math, Statistics, Economics, Finance, Insurance, Actuarial Science, or a related field .
• Strong attention to detail and organizational skills.
• Excellent communication skills to collaborate with team members and escalate issues effectively.
• Analytical mindset with the ability to evaluate data and processes and identify potential inconsistencies, as well as improvements.
• Previous experience in healthcare or insurance is a plus but not required.
• Proficiency in Microsoft Excel & Word, and a willingness to learn new tools & processes.

We are guided by our values:

Fire in the belly

The drive to learn, to improve, and to deliver outstanding value every day.

See the field

The ability to see the big picture and prepare to meet tomorrow’s needs.

Get it done right

The passion to produce at higher rates and to the highest standards.

For the greater good

A united community creating better health benefit solutions for all.

Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information.

We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.

_Disclosures:

_{ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.}

_{California Applicants:  See Pareto’s CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, “Pareto”) collects and uses personal information submitted by employment applicants.}