Case Underwriter

Location: Remote (For Non-Local) or Hybrid (Local to NYC area)

Position Summary:

This role supports pricing and underwriting and ensuring timely and accurate RFP responses. The position involves collaborating with various teams to refine financial models and reporting, presenting final underwriting to leadership, and driving continuous improvement in pricing and underwriting practices.

Position Responsibilities:

• Direct and execute day-to-day pricing and underwriting for new and renewing business opportunities
• Coordinate with Sales, RFP response, and other business functions to submit timely and complete RFP responses
• Collaborate with Executive Team and other business functions to design, refine, and maintain internal underwriting, financial modeling, and financial reporting SOPs
• Support client contracting, including validation that contract terms align with proposal underwriting parameters
• Present final underwriting to Sales and Executive Team and be able to articulate any potential risk
• Support continued development and maintenance of underwriting and financial reporting system infrastructure
• Mine external data to determine best underwriting practices for each business opportunity
• Manage multiple projects and deadlines as needed
• Work collaboratively across the organization to communicate and support ongoing financial analytics and reporting needs
• Support analysis and development of pricing models for new products
• Support general business needs, as required
• Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance

Required Qualifications

• Bachelor's degree, with record of strong academic performance in Accounting, Finance, Actuarial Science, Statistics, or Economics (In lieu of a degree, equivalent relevant work experience may be considered)
• 2+ years of proven experience in financial analysis, actuarial services, accounting, pricing & underwriting
• Pharmacy, PBM, or Health Plan experience required
• Knowledge of risk management, statistics, financial modeling
• Experience manipulating large data sets, including the ability to analyze and interpret historical claims data
• Proficient in Excel and data visualization tools
• Experience in either SQL, SAS, or R preferred
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
• Ability to balance multiple complex projects simultaneously
• Exceptional technical, analytical, and problem-solving skills
• Exceptional written and verbal communication skills
• Extremely flexible, highly organized, and able to shift priorities easily
• Attention to detail & commitment to delivering high quality work product

Base Salary: $95,000 - $115,000

Visa Sponsorship: Capital Rx does not provide sponsorship to any candidates. This includes, but is not limited to those that require H1-B, TN, OPT, etc. Candidates must have authorization to work in the US at the time of application and throughout employment.

This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.

About Capital Rx

Capital Rx is a health technology company providing claim administration and technology solutions for carriers, health plans, TPAs, employer groups, and government entities. As a public benefit corporation, Capital Rx is executing its mission to materially reduce healthcare costs as a full-service PBM and through the deployment of Judi, the company's cloud-native enterprise health platform. Judi connects every aspect of the healthcare ecosystem in one efficient, scalable platform, servicing millions of members for Medicare, Medicaid, and commercial plans. Together with its clients, Capital Rx is reimagining the administration of benefits and rebuilding trust in healthcare.

Capital Rx values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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