Director of Underwriting & Analytics

Careers At Patriot Growth Insurance Services and Partner Agencies

Current job opportunities are posted here as they become available.

Campbell Petrie is a provider of employee benefits program services located in Woodbridge, New Jersey. Our company offers insurance, executive, voluntary benefits and alternative funding services along with productivity tools such as business administration, onboarding, performance review builder, salary benchmarking, job description builder and law comparison tools, enabling business owners and executives to get access to products that balance features and budget.

The Director of Underwriting & Analytics is a senior-level role responsible for overseeing all underwriting, financial analysis, and data strategy functions within the Employee Benefits division of an independent insurance agency. This role drives analytical excellence, ensures pricing accuracy, supports strategic client consulting, and enhances the agency’s competitive position through data-driven insights. The ideal candidate combines deep technical expertise in employee benefits underwriting with strong communication, leadership, and business acumen.

This is a hybrid position based out of our Woodbridge, NJ office.

• Lead and develop the underwriting and analytics team, setting performance standards and fostering a culture of accuracy, accountability, and continuous improvement.
• Oversee all underwriting and financial analysis activities, including renewal projections, budget modeling, alternative funding assessments, and complex risk evaluation, ensuring high analytical rigor and attention to detail.
• Serve as the primary internal subject-matter expert on employee benefits underwriting, providing strategic guidance to producers, account teams, and agency leadership with a consultative, client-focused approach.
• Support high-value client relationships by presenting financial insights, translating complex analyses into actionable strategies, and articulating recommendations clearly to non-technical audiences.
• Direct the design, maintenance, and optimization of analytical tools, reporting dashboards, and claims-based insights to support client consulting and internal decision-making, requiring strong problem-solving and analytical capability.
• Standardize workflows, processes, and methodologies to improve operational efficiency, data quality, and consistency across the Employee Benefits division.
• Lead the financial and analytical components of new business opportunities, including competitive underwriting analysis, RFP evaluation, and pricing strategy, demonstrating strategic thinking and sound judgment.
• Monitor market trends, carrier pricing practices, and emerging financial strategies to inform internal planning and strengthen the agency’s competitive position in a fast-moving environment.
• Manage relationships with analytics vendors, technology partners, and carriers to ensure access to accurate data, reliable tools, and high-quality underwriting information, collaborating effectively across stakeholders.

• 7+ years of progressive experience in employee benefits underwriting or financial analysis, ideally within a brokerage/agency or insurance carrier.
• Deep expertise in medical, dental, vision, life, disability, and stop-loss underwriting, including fully insured, level-funded, and self-funded plan structures.
• Demonstrated leadership or team management experience, with the ability to coach, mentor, and develop technical talent.
• Advanced proficiency in financial modeling, Excel, and analytics tools; experience with underwriting systems, BI platforms, and data visualization tools.
• Proven ability to synthesize complex financial data into clear, actionable recommendations for clients and internal stakeholders, reflecting strong analytical and communication skills.
• Strong understanding of claims analysis, trend evaluation, benchmarking, and cost-containment strategies.
• Bachelor’s degree in Actuarial Science, Mathematics, Finance, Economics, Business, or a related…