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Wisconsin Licensed Financial Analyst

7/10/2025

Remote

Job Summary

A company is looking for a Financial Services Analyst to join their Group Benefits Underwriting team.

Key Responsibilities:
  • Enter and evaluate new group enrollment data and materials for completeness
  • Analyze new business quotes and broker appointments for accuracy
  • Collaborate with sales offices and underwriters to enhance customer satisfaction and meet company objectives
Required Qualifications:
  • Prior experience as an Underwriting Technician
  • Knowledge of the health insurance market
  • Four or more years of related work experience, including customer service
  • High school education; undergraduate studies or technical coursework desirable
  • FINRA Series 6 license preferred

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