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The Senior Analyst, Executive Underwriting Priorities will provide analytical and operational support to Caremark Underwriting leadership by researching, validating, and synthesizing information needed to resolve time-sensitive questions and enable informed decision-making. This role is responsible for investigating drivers of change in pricing and forecasting outputs, identifying root causes of anomalies, and coordinating across internal stakeholders to obtain clarifications, data sources, and supporting documentation. The successful candidate is highly analytical, Excel-savvy, comfortable working with large datasets, and able to “figure things out” in a complex, fast-paced environment with minimal supervision.
Job Responsibility
Research & issue resolution support: Respond to a broad range of ad hoc requests by gathering facts, performing targeted analyses, and producing clear, concise readouts for leadership and business partners
Model output investigation & variance analysis: Perform diagnostic reviews to explain changes in results across pricing and forecasting tools/models, including identification of key drivers, input changes, data shifts, and methodology impacts
Cross-functional coordination: Partner with stakeholders across the underwriting ecosystem (e.g., modeling/tool owners, data teams, finance partners, and subject matter experts) to obtain answers, trace data lineage, and confirm appropriate interpretation of results
Side analyses and supporting models: Build and maintain “side” analyses (primarily in Excel) to validate assumptions, reconcile outputs, quantify impacts, and support leadership decision needs
Data handling & querying: Work with structured datasets and support extraction/validation of inputs and outputs using relational data concepts and SQL (hands-on query writing and/or leveraging standard tools and resources)
Documentation & knowledge management: Maintain organized notes, assumptions, and reference materials to reduce rework, improve repeatability, and ensure questions are not re-opened without new information
Meeting support: Prepare meeting briefs (what changed, why it matters, what decisions are needed), capture action items, and—when needed—represent leadership in lower-priority meetings to capture key takeaways and follow-ups
Continuous improvement: Identify opportunities to streamline recurring requests, improve clarity of outputs, and enhance reliability of analysis through better templates, tracking, and documentation practices
Requirements
2+ years of relevant professional experience in analytics, finance, underwriting, actuarial, forecasting, or a related quantitative discipline
Experience with Microsoft Excel, including complex formulas and structured modeling (e.g., INDEX/MATCH or XLOOKUP, SUMIFS, pivot tables, error checking, reconciliation techniques)
Familiarity with relational databases and SQL concepts for data extraction, validation, and analysis
Nice to have
Experience in PBM, healthcare, health plan, or underwriting/pricing environments
Experience working with large datasets and performing reconciliations across multiple sources/systems
Ability to work effectively in a cross-matrix environment and build productive relationships across functions
Comfort learning new tools/systems quickly and operating in environments with evolving processes and requirements
Actuarial student status preferred, actively pursuing actuarial credentials with 3+ exams passed
Demonstrated ability to investigate ambiguous problems, ask strong clarifying questions, and drive issues to resolution through structured analysis and stakeholder follow-up
Strong written and verbal communication skills, including the ability to summarize complex findings for non-technical audiences and document decisions and next steps
Ability to manage multiple priorities, operate with urgency, and deliver accurate work under tight timelines