Underwriting Team Lead - Renewals

Paretocaptiveservicesllc

📍 Philadelphia, Pennsylvania, United States
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Job Description

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. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Position Summary: The Underwriting Team Lead is responsible for managing, coaching, and developing a small team of underwriters while maintaining hands-on involvement in complex casework. This role serves as a bridge between individual contributors and underwriting leadership, ensuring consistent execution, balanced workloads, strong underwriting judgment, and effective collaboration with Sales, Customer Management, Carrier Management, and Underwriting Operations. The Team Lead drives performance through real-time case oversight, escalation management, quality assurance, and professional development of team members, while also contributing directly to high-impact and non-standard underwriting scenarios. Key Responsibilities: Team Leadership & Case Management Lead day-to-day underwriting execution for a designated team, ensuring timely completion of cases and balanced workload distribution. Monitor case progress, turnaround times, and assignment flow using Salesforce and underwriting reporting tools. Reassign or reprioritize work as needed to meet business deadlines, accommodate PTO, or address urgent requests. Maintain close communication with Sales, Customer Management, and Underwriting leadership regarding timing expectations, priorities, and escalations. Quality Assurance & Underwriting Oversight Review complex, high-risk, or non-standard cases to ensure sound underwriting judgment and adherence to guidelines. Provide guidance on medical risk assessment, including large claimant review, laser recommendations, and negotiation strategy. Support resolution of underwriting errors, including root cause analysis, solutioning, carrier communication, and internal escalation when required. Partner with Underwriting Operations on audit and quality assurance initiative

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