Underwriting Setup Team Associate

We’re in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits.

The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions.

But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come.

Position Summary:

Are you organized, detail-oriented, and eager to have an impact on a high-growth, fast-paced organization?  As ParetoHealth continues to grow and enhance our underwriting processes, we are seeking a data-driven Setup Team Associate to play a pivotal role in delivering our 2025 goals for new business and renewals.

In this role, you will work closely with Account Management and Sales to ensure all required materials are received for each of our clients/prospects. You will also collaborate day-to-day with Underwriters to expedite cases  for the next stage. Your efforts will be essential in delivering accurate, efficient results that support our clients and maintain our high standards of service. This role is critical to supporting our continued growth in 2025 and offers the ability to grow within the organization over time.

Key Responsibilities:

Communication and Coordination

• Work closely with Account Managers and Sales Associates to ensure complete and accurate materials are received for renewals and new business quotes.
• Respond to inquiries related to data validation and provide support when required.
• Collaborate with Underwriters to ensure cases are queued appropriately and ready for the next stage.

Problem-Solving

• Identify data anomalies or trends that might indicate larger issues.
• Propose solutions to improve data accuracy or streamline processes.
• Escalate unresolved issues to the appropriate team or department for resolution.

Data Verification and Quality Control

• Review data for errors, inconsistencies, or missing information.
• Cross-reference data with source documents to ensure accuracy.
• Perform regular quality checks and audits to identify and correct errors.

Workflow Management

• Prioritize tasks and manage workload based on deadlines and team goals.
• Collaborate with other team members to meet overall departmental objectives.
• Adapt to changing priorities and reassignments as needed.

Required Skills & Qualifications:

• Bachelor’s degree in Math, Statistics, Economics, Finance, Insurance, Actuarial Science, or a related field .
• Strong attention to detail and organizational skills.
• Excellent communication skills to collaborate with team members and escalate issues effectively.
• Analytical mindset with the ability to evaluate data and processes and identify potential inconsistencies, as well as improvements.
• Previous experience in healthcare or insurance is a plus but not required.
• Proficiency in Microsoft Excel & Word, and a willingness to learn new tools & processes.

Pareto Perks:

Pareto offers a competitive compensation package commensurate with skills and experience. In addition, Pareto offers a robust benefits package including Medical (100% employer paid), Dental, Vision, STD/LTD, and employer 401(k) contribution.

What We Live By:

1. Get it Done and Get it Done Right – We crank out work at higher rates and at a higher quality than our peers in the industry. Our ability to do a lot with a little is a driving force behind Pareto Health, one that's made our brand synonymous with class, quality, and extreme competence.

2. Fire in the Belly - We only make time for champions; we only consider those with an inner desire to excel and push things forward. Our team, our partners, our members–everyone in the Pareto Health universe–works hard, learns constantly, improves furiously, and does so with a fire in the belly.

3. See the Field - As you're stuck thinking about tomorrow, we're already on to thinking about next year. Pareto Health embodies a culture of anticipation, perception, and acting with intent. In one-on-ones, in meetin