This includes ability to competently use software available for such types of plan analysis and pricing; Full understanding of underwriting models and reporting templates, with ability to fully modify and customize to meet customer needs; Leads and manages all assigned client underwriting projects, including the ability to present analysis to clients directly in a confident and easy-to-understand manner; Assists Producers in prospecting activities as needed, including but not limited to written RFP responses, finalist presentations and related follow-up activities; Maintains data tracking and reporting for financial management, underwriting models, client reports and other analytical reporting deliverables; Competent in multiple carrier data and reporting systems as needed to obtain claim data for reporting and analysis purposes; Confidently analyzes and challenges insurance company renewal calculations for fully-insured contracts. Expert in all major areas of underwriting, including special pricing and marketing projects; Meets with Producers, clients, Underwriters, and Account Executives and as needed to define and accomplish projects; Manages team of Underwriters and Analysts to determine workload distribution of department; Assists in determining strategic goals of team(s), including but not limited to resource planning, education/training needs, policy development and business growth; Identifies, coordinates and manages all relevant external business partner relationships, including but not limited to insurance carriers, external consultants and third party administrators and vendors; Expert in understanding actuarial plan values and how they are used in various pricing and analysis projects.