Underwriting Ops Analyst - Ops Efficiency

Title

Underwriting Operations Analyst - Operations Efficiency

Location

Remote

About Us

Curi is a full-service advisory firm comprised of three distinct business units-Curi Advisory, Curi RMB Capital, and Curi Insurance-each with an unwavering commitment to serve clients. As fierce physician advocates, smart business leaders, and thoughtful partners, Curi offers unmatched access and exudes a deep understanding of specific client circumstances. Dedicated, approachable, and authentic, Curi goes the extra mile and delivers proven, actionable, and meaningful outcomes-in medicine, business, and life.

The Role

We are looking for a service-oriented team player to work on our Underwriting team as an Underwriting Operations Analyst - Operations Efficiency. In this role, you will report to the Manager, Operations Efficiency and be responsible for operations functions and process improvement initiatives designed to create more bandwidth within the underwriting teams. You will also be responsible for maintaining high-quality customer service to both internal and external customers and performing essential functions within the Underwriting department.

Key Result Areas

1. Operational Support and Systems Management

• Execute system testing for rating and form updates to ensure functionality and accuracy
• Serve as the primary contact for underwriting staff inquiries related to Oasis and OnBase systems
• Maintain and update underwriting manuals, letters, and templates within SharePoint
• Monitor and update the Insurance Data Quality Dashboard to ensure ongoing data integrity
• Accurately index and electronically file documents and correspondence using OnBase

2. Process Improvement and Training

• Identify and support process improvement initiatives that increase team efficiency and reduce redundancy
• Contribute to departmental best practices by developing and refining standard operating procedures
• Lead training and onboarding efforts for new underwriting team members to ensure smooth integration and knowledge transfer
• Participate in special projects to enhance operational workflows across the underwriting function

3. Credentialing and Customer Service

• Process credentialing-related requests, including claims history requests and third-party inquiries, in compliance with internal guidelines
• Use OnBase Credentialing Workflow and eOasis database to perform queries, generate reports, and create necessary documentation
• Collaborate with both internal and external stakeholders to resolve credentialing issues and ensure a positive customer experience
• Demonstrate ownership of customer interactions by delivering timely and professional service

Key Skills

• Ability to maintain and preserve confidentiality with a high degree of integrity
• Strong analytical and critical thinking skills, with the ability to use data to make well-reasoned decisions
• Excellent organizational skills with the ability to manage multiple priorities effectively
• Strong verbal and written communication skills
• Commitment to providing exceptional customer service and resolving issues proactively
• Ability to maintain professionalism and composure in high-pressure or challenging situations
• Self-directed and dependable, with a focus on producing high-quality work with minimal supervision
• Collaborative team player who contributes positively to team dynamics
• Demonstrated ability to manage and support special projects
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Key Qualifications

• Bachelor's degree, or high school diploma with equivalent professional experience
• 2+ years of customer service experience, preferably in the insurance industry
• 2+ years of experience in property and casualty underwriting required, preferably in medical professional liability underwriting
• Hands-on experience with OnBase and eOasis systems in both testing and production environments preferred
• Familiarity with operating in a fully paperless office setting preferred
• Active Property & Casualty (P&C) license preferred

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.

CURIOSITY: We ask and listen, stay curious, and are eager to learn.

TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.

INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.

SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Our Benefits

Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance.Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) and employer match, short-term disability, long-term disability, flexible time off, and 13 paid holidays annually.