Case Underwriter

Position Overview

Location: Remote (For Non-Local) or Hybrid (Local to NYC area). This role supports pricing and underwriting and ensures timely and accurate RFP responses. Working closely with various teams, you will refine financial models and reporting, present final underwriting to leadership, and drive continuous improvement in pricing and underwriting practices.

Key Responsibilities

• Direct and execute day-to-day pricing and underwriting for new and renewing business opportunities
• Coordinate with Sales, RFP response, and other business functions to submit timely and complete RFP responses
• Collaborate with the Executive Team and other functions to design, refine, and maintain internal underwriting, financial modeling, and financial reporting SOPs
• Support client contracting by validating that contract terms align with proposal underwriting parameters
• Present final underwriting to Sales and the Executive Team and articulate any potential risks
• Support the development and maintenance of underwriting and financial reporting system infrastructure
• Mine external data to determine optimal underwriting practices for each business opportunity
• Manage multiple projects and deadlines as needed
• Work collaboratively across the organization to communicate and support ongoing financial analytics and reporting needs
• Support analysis and development of pricing models for new products
• Support general business needs as required
• Adhere to the Capital Rx Code of Conduct, including reporting noncompliance

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Actuarial Science, Statistics, or Economics (or equivalent relevant work experience)
• 2+ years of proven experience in financial analysis, actuarial services, accounting, pricing, and underwriting
• Pharmacy, PBM, or Health Plan experience required
• Knowledge of risk management, statistics, and financial modeling
• Experience manipulating large data sets with the ability to analyze and interpret historical claims data
• Proficient in Excel and data visualization tools
• Experience in SQL, SAS, or R is preferred
• Track record of leading cross-functional initiatives, driving high performance, meeting deadlines, and executing on deliverables
• Ability to balance multiple complex projects simultaneously
• Exceptional technical, analytical, and problem-solving skills
• Outstanding written and verbal communication skills
• Highly flexible, organized, and able to shift priorities easily
• Attention to detail and commitment to delivering high quality work

Benefits & Perks

• Base Salary: $95,000 - $110,000
• Visa Sponsorship: Capital Rx does not provide sponsorship. Candidates must have authorization to work in the US.

About Capital Rx

Capital Rx is a health technology company providing claim administration and technology solutions for carriers, health plans, TPAs, employer groups, and government entities. As a public benefit corporation, Capital Rx is on a mission to materially reduce healthcare costs as a full-service PBM and through its cloud-native enterprise health platform, Judi®. Judi® connects every aspect of the healthcare ecosystem in one efficient, scalable platform, servicing millions of members across Medicare, Medicaid, and commercial plans. Capital Rx values a diverse workplace and is committed to providing equal employment opportunities for all.