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Posted July 31, 2026

Senior Employee Benefits Financial Underwriting Consultant (10249)

Capstone Search Group
Charlotte, NC, US Full Time

Job Description

Job Description

About the Role

As Senior Employee Benefits Financial Underwriting Consultant the organization needs your support analyzing information and creating financial deliverables for clients with complex health and welfare programs. Your responsibilities include serving as a subject matter expert within the team, data analysis to support negotiations with carriers, reporting, presentations, modeling, and renewal projections.


Duties & Responsibilities

  • Work closely with the sales and service team to develop plan strategies for clients based on your data analysis and financial projections
  • Utilize analytical tools and other utilization data available to identify emerging trends, patterns, and anomalies in claims
  • Utilize predictive modeling tools to develop alternative strategies, plan modeling, and cost reduction opportunities
  • Meet with clients to explain external market influencers and internal experience trends driving benefit costs


Skills & Experience

  • Advanced Excel skills and general mathematical principles
  • Experience working with insurance carrier data reporting systems
  • Possess technical knowledge of underwriting aspects such as plan design, funding arrangements, risk and rating components


Job Specs

Location: Charlotte, NC. Hybrid schedule is available.

\nCompany Description

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

Company Description

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.

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