Senior Underwriting and Actuarial Analyst in Phoenix, AZ at CBIZ

Date Posted: 9/16/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   

CBIZ has been honored to be the recipient of several national recognitions:  

•    2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
•    2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
•    Top 101 2020 Best and Brightest Companies to Work For in the Nation
•    2020 Healthiest 100 Workplace in America
•    2021 Top Workplaces USA

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement & investment solutions to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER). 

Essential Functions and Primary Duties

  • Coordinate and lead projects designed to provide data analytics to support decision making process
  • Deliver advice about the financing of risk-benefit programs, such as self-insurance, multinational risk benefits pooling, and employee benefit captive work
  • Support intellectual capital development and new business opportunities
  • Coordinate and lead projects such as benefit benchmarking, cost-saving projects, and governance processes
  • Proactively identify issues such as legislation and market practice that impact clients
  • Coordinate and lead projects designed to measure and monitor metrics
  • Additional responsibilities as assigned

Preferred Qualifications

  • Bachelor's Degree with emphasis in Math, Statistics, Accounting or Finance

Minimum Qualifications 

  • High School Diploma or GED required
  • Over 8 years of experience in benefits analysis for group employee benefits
  • Must have the ability to compile, analyze, present, interpret financial, and statistical information to facilitate decision making
  • Must maintain current required licenses and certifications relevant to the field of expertise
  • Demonstrate industry experience; product knowledge, proposal process, underwriting, regulatory trends, and presentations skills
  • Expertise in managing clients with alternative funding arrangements
  • Advanced skill in using computer application software for financial modeling, statistical analysis, and spreadsheet calculations
  • Expert knowledge of state and federal benefits legislation
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate deliverables
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Advanced problem solving and critical thinking skills
  • Must be able to travel based on client and business needs


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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