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 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 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.

Perks & Benefits:

• Fully paid medical, dental, and vision benefits.
• Flexible PTO
• 401k company contribution
• Tuition reimbursement
• Professional development allowance
• Transportation allowance and daily parking reimbursement 
• Engaging hybrid work environment