Underwriting Setup Associate

About ParetoHealth

ParetoHealth is redefining the way employers fund healthcare. As the largest and fastest-growing benefits captive in the United States, we help thousands of small and midsize employers take control of healthcare costs through a smarter, more sustainable model.

Our mission is simple: give small and midsize employers the scale and protection they need to eliminate volatility and lower healthcare costs.

By combining data-driven insights, innovative risk management, and the collective purchasing power of our community, we enable employers to reduce volatility, improve long-term outcomes, and reinvest savings into their businesses and their people.

Headquartered in Philadelphia, ParetoHealth is growing rapidly and transforming one of the country's largest industries. Our success is fueled by talented people who are united by our four core values: Fire in the Belly, For the Greater Good, See the Field, and Get It Done Right. These values shape how we innovate, collaborate, make decisions, and deliver exceptional results for our clients and one another.

If you're energized by solving complex challenges, thrive in a high-growth environment, and want to help reshape the future of healthcare, we'd love to meet you.

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 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 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.

Perks & Benefits:

Fully paid medical, dental, and vision benefits.

Flexible PTO

401k company contribution

Tuition reimbursement

Professional development allowance

Transportation allowance and daily parking reimbursement

Engaging hybrid work environment

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.