Allison Walters
Metairie
Summary
Detail-oriented Employee Benefits Underwriter experienced in generating financial analytics and managing marketing strategies. Skilled in negotiation and contract review, contributing to impactful renewal negotiations and positive financial outcomes for clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Employee Benefits Underwriter
Epic Insurance Brokers & Consultants
Metairie
04.2024 - Current
- Generated pre-renewal financial analytics featuring renewal projections, plan design analysis, and contribution analysis.
- Managed all stop-loss marketing for self-funded clients and fully insured clients considering self-funding.
- Lead renewal negotiations with both fully insured and stop-loss carriers.
- Oversaw the development and delivery of experience reporting.
- Developed custom risk profiles for prospective clients including national and industry-specific benchmarking analysis.
Employee Benefits Analyst
USI Insurance Services LLC
Metairie
03.2022 - 04.2024
- Managed all stop-loss and fully insured marketing for Louisiana clients with over 100 employees.
- Generated experience reporting for all self-funded and fully insured clients in Louisiana with over 100 employees.
- Participated in client meetings as a financial subject-matter expert.
Employee Benefits Analyst
HUB International Insurance Services
Metairie
09.2021 - 03.2022
- Generated experience reporting for fully insured and self-funded clients.
- Managed medical marketing for middle-market fully insured clients.
- Managed ancillary marketing and quote analysis for middle-market clients.
- Assisted on financial deliverables including renewal projections and benchmarking reporting.
Education
Mathematics
Southeastern Louisiana University
Hammond, LASkills
- Financial analytics
- Effective communication
- Negotiation proficiency
- Proficient in Microsoft Excel and Power BI
- Contract review
- Health insurance knowledge
Certification
LA Insurance Producer - Life, Sickness, Accident and Health - License No. 1009623
Timeline
Employee Benefits Underwriter
Epic Insurance Brokers & Consultants
04.2024 - Current
Employee Benefits Analyst
USI Insurance Services LLC
03.2022 - 04.2024
Employee Benefits Analyst
HUB International Insurance Services
09.2021 - 03.2022
Mathematics
Southeastern Louisiana University