Wisconsin Licensed Financial Analyst

Job Summary

A company is looking for a Financial Services Analyst to join their Group Benefits Underwriting team.

Key Responsibilities:

• Enter and evaluate new group enrollment data and materials for completeness
• Analyze new business quotes and broker appointments for accuracy
• Collaborate with sales offices and underwriters to enhance customer satisfaction and meet company objectives

Required Qualifications:

• Prior experience as an Underwriting Technician
• Knowledge of the health insurance market
• Four or more years of related work experience, including customer service
• High school education; undergraduate studies or technical coursework desirable
• FINRA Series 6 license preferred