Business Execution Consultant supporting infrastructure functions within Wells Fargo's Wealth & Investment Management division. Involves execution support and collaboration with branch leadership and governance partners.
About the role
- Senior Underwriter Consultant responsible for evaluating insurance risks and setting premium rates for complex group cases. Position involves collaboration across multiple departments and technical guidance for junior staff.
Responsibilities
- Calculates stop loss rates for large complex cases based on thorough analysis of experience, location, demographics, etc.
- Coordinates with other departments to ensure accuracy and consistency of overall account reporting.
- Proposes rates for prospective business utilizing a combination of other carrier experience, demographic data and manual rates.
- Performs post-sale reviews.
- Prepares or supervises preparation of annual settlements, rate projections, or benefit change increments and decrements.
- Surveys existing product portfolios by market, monitors sales results, trends and needs, recommends product portfolio changes.
- Assists in establishing rating and administrative procedures.
- Participates in major multi-functional teams as underwriting representative.
- Assists in the technical development of underwriting associates, which may include monitoring reports and work flow to provide recommendations on productivity and efficiency improvements.
- Updates and monitors departmental processes and procedures in compliance with system, regulatory and business requirements.
Requirements
- Requires a BA/BS in a related field
- Minimum 7 years of related experience
- CPCU, CLU, LOMA, HIAA, PAHM or other insurance related courses preferred
- Stop Loss underwriting experience preferred
- Demonstrated expertise, knowledge, and proficiency in Medical Stop Loss Underwriting.
Benefits
- comprehensive benefits package
- incentive and recognition programs
- equity stock purchase
- 401k contribution
- Paid Time Off
- medical insurance
- dental insurance
- vision insurance
- short and long term disability benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Lead Business Execution Consultant driving business continuity and resiliency planning for Wealth and Investment Management. Collaborating with teams and stakeholders to manage operational risks effectively.
Learning and Development Consultant delivering targeted learning solutions in Consumer Banking and Lending. Partnering with business leaders to assess skill gaps and measure outcomes.
Senior Learning & Development Consultant at Wells Fargo consulting on skill gaps and driving training initiatives. Partnering with leaders to align learning with business priorities and regulatory requirements.
EHS Consultant providing environmental permitting and compliance support to Duke Energy's generating facilities. Collaborating with environmental partners and ensuring regulatory compliance.
Practice Consultant creating partnerships with providers and implementing Medical Home concepts for effective healthcare management. Promoting member advocacy and enhancing healthcare access through effective collaboration.
Consultant for digital management processes in Public Sector driving digital transformation, supporting clients in optimizing property management systems with extensive customer interaction.
Energy Data Consultant responsible for client projects focused on data analytics and quality at Syneco. Collaborate on optimizing energy processes and developing data - driven solutions.
Client Relationship Consultant building strong relationships with customers via multiple engagement channels. Responsible for assessing banking needs and recommending financial solutions for U.S. Bank.
Client Relationship Consultant at U.S. Bank building relationships with customers and recommending financial solutions. Engaging with clients and assessing their banking needs in face - to - face interactions.