Senior Analyst, Executive Underwriting Priorities
Listed on 2026-05-31
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Finance & Banking
Financial Analyst, Risk Manager/Analyst
Position Summary
The Senior Analyst, Executive Underwriting Priorities will provide analytical and operational support to Caremark Underwriting leadership by researching, validating, and synthesizing information needed to resolve time‑sensitive questions and enable informed decision‑making. This role investigates drivers of change in pricing and forecasting outputs, identifies root causes of anomalies, and coordinates across internal stakeholders to obtain clarifications, data sources, and supporting documentation. The successful candidate is highly analytical, Excel‑savvy, comfortable working with large datasets, and able to "figure things out" in a complex, fast‑paced environment with minimal supervision.
Key Responsibilities- Research & issue resolution support
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Respond to a broad range of ad hoc requests by gathering facts, performing targeted analyses, and producing clear, concise readouts for leadership and business partners. - Model output investigation & variance analysis
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Perform diagnostic reviews to explain changes in results across pricing and forecasting tools/models, including the identification of key drivers, input changes, data shifts, and methodology impacts. - Cross‑functional coordination
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Partner with stakeholders across the underwriting ecosystem (e.g., modeling/tool owners, data teams, finance partners, and subject matter experts) to obtain answers, trace data lineage, and confirm appropriate interpretation of results. - Side analyses and supporting models
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Build and maintain "side" analyses (primarily in Excel) to validate assumptions, reconcile outputs, quantify impacts, and support leadership decision needs. - Data handling & querying
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Work with structured datasets and support extraction/validation of inputs and outputs using relational data concepts and SQL (hands‑on query writing and/or leveraging standard tools and resources). - Documentation & knowledge management
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Maintain organized notes, assumptions, and reference materials to reduce rework, improve repeatability, and ensure questions are not re‑opened without new information. - Meeting support
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Prepare meeting briefs (what changed, why it matters, what decisions are needed), capture action items, and-when needed-represent leadership in lower‑priority meetings to capture key takeaways and follow‑ups. - Continuous improvement
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Identify opportunities to streamline recurring requests, improve clarity of outputs, and enhance reliability of analysis through better templates, tracking, and documentation practices.
- Analytical rigor; structured problem solving; attention to detail
- Intellectual curiosity and persistence ("runs things down")
- Strong organization and documentation habits
- Stakeholder engagement and professional communication
- Sound judgment with sensitive/confidential information
- 2+ years of relevant professional experience in analytics, finance, underwriting, actuarial, forecasting, or a related quantitative discipline.
- Experience with Microsoft Excel, including complex formulas and structured modeling (e.g., INDEX/MATCH or XLOOKUP, SUMIFS, pivot tables, error checking, reconciliation techniques).
- Familiarity with relational databases and SQL concepts for data extraction, validation, and analysis.
- Experience in PBM, healthcare, health plan, or underwriting/pricing environments.
- Experience working with large datasets and performing reconciliations across multiple sources/systems.
- Ability to work effectively in a cross‑matrix environment and build productive relationships across functions.
- Comfort learning new tools/systems quickly and operating in environments with evolving processes and requirements.
- Actuarial student status preferred, actively pursuing actuarial credentials with 3+ exams passed.
- Demonstrated ability to investigate ambiguous problems, ask strong clarifying questions, and drive issues to resolution through structured analysis and stakeholder follow‑up.
- Strong written and verbal communication skills, including the ability to summarize complex findings for non‑technical audiences and document decisions and next steps.
- Ability to manage multiple priorities, operate with urgency, and deliver accurate work under tight timelines.
- Bachelor's degree in actuarial science, mathematics, statistics, economics, finance, business, data analytics, or a related quantitative field preferred (or equivalent experience).
40
Time TypeFull time
Pay Range$64,890.00 - $
BenefitsA comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. Benefits include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
Equal Opportunity EmploymentQualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
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