Demo

Underwriting Specialist

CUSTOM DESIGN BENEFITS LLC
Cincinnati, OH Full Time
POSTED ON 5/15/2026
AVAILABLE BEFORE 7/14/2026

Are you looking for a career, not just a job?

At Custom Design Benefits, we are a team built with CARE – Commitment, Accountability, Respect & Integrity, and Excellence. We are a third-party administrator who manages employee benefits for our self-funded clients.

Tasks:

  • Understand and Integrate Key Elements: Interpret stop-loss provisions, network, Pharmacy Benefit Manager, financial data, and plan design to support sales strategy.
  • Request for Proposal (RFP) Coordination: Manage the entire RFP process, including reviewing materials, obtaining competitive information, selecting partner markets, and organizing submissions.
  • Proposal and Renewal Management: Prepare accurate proposals, summaries, and documentation for new sales and renewals, including ASO and ancillary services.
  • Bid Review and Feedback: Analyze and compare bids for accuracy, competitiveness, and alignment with sales strategies; provide feedback to carriers.
  • Client and Carrier Collaboration: Maintain strong relationships with sales partners, brokers, and carriers, ensuring timely and effective communication, feedback, and negotiation.
  • Operational Efficiency: Utilize Salesforce for data tracking, task assignment, and report generation while ensuring accurate rate sheets for invoicing and internal use.
  • Marketing Support: Contribute to marketing efforts, update proposal materials, propose and execute creative ideas to support sales strategy.
  • Post-Sale and Ongoing Support: Oversee stop-loss binding, disclosures, document accuracy, and renewal processes, ensuring smooth implementation and superior client outcomes.
  • Other duties as assigned.

Our Ideal Candidate:

  • Critical Thinker
  • Problem Solver
  • Self-Starter
  • Excellent Communicator
  • Learner

If you are interested in applying for the position, please send your resume to careers@customdesignbenefits.com

Salary : $70,000 - $80,000

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