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Insurance analyst vs underwriting specialist

The differences between insurance analysts and underwriting specialists can be seen in a few details. Each job has different responsibilities and duties. Additionally, an underwriting specialist has an average salary of $63,325, which is higher than the $55,424 average annual salary of an insurance analyst.

The top three skills for an insurance analyst include insurance coverage, insurance policies and life insurance. The most important skills for an underwriting specialist are customer service, underwriting guidelines, and financial statements.

Insurance analyst vs underwriting specialist overview

Insurance AnalystUnderwriting Specialist
Yearly salary$55,424$63,325
Hourly rate$26.65$30.44
Growth rate-4%-4%
Number of jobs44,28025,164
Job satisfaction--
Most common degreeBachelor's Degree, 58%Bachelor's Degree, 73%
Average age4444
Years of experience--

What does an insurance analyst do?

An insurance analyst provides analytical services to maintain an efficient workflow at insurance companies. They are typically in charge of evaluating insurance policies to identify possible risks for the policyholder and the company, validating client information, and reviewing insurance applications to ensure their accuracy. They may meet with clients to answer inquiries, make arrangements, and advise which policies suit them the best. Moreover, an insurance analyst may process policy renewals and amendments, maintain records, perform cancellations, and investigate claims while adhering to the company's policies and regulations.

What does an underwriting specialist do?

An underwriting specialist is responsible for reviewing clients' applications in availing financial services and determining their eligibility by analyzing credit scores and risk potential. Underwriting specialists record all necessary information and may ask for additional requirements for further investigation. They assess policy applications and implement terms and conditions upon approval and ensure that the clients understood the process to prevent miscommunication and payment delays. An underwriting specialist must have extensive knowledge of the loan and insurance disciplines to identify coverage and limitations for efficient contract negotiations.

Insurance analyst vs underwriting specialist salary

Insurance analysts and underwriting specialists have different pay scales, as shown below.

Insurance AnalystUnderwriting Specialist
Average salary$55,424$63,325
Salary rangeBetween $34,000 And $88,000Between $39,000 And $101,000
Highest paying CitySan Francisco, CABoston, MA
Highest paying stateCaliforniaMassachusetts
Best paying companyCredit KarmaAIG
Best paying industry-Finance

Differences between insurance analyst and underwriting specialist education

There are a few differences between an insurance analyst and an underwriting specialist in terms of educational background:

Insurance AnalystUnderwriting Specialist
Most common degreeBachelor's Degree, 58%Bachelor's Degree, 73%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Insurance analyst vs underwriting specialist demographics

Here are the differences between insurance analysts' and underwriting specialists' demographics:

Insurance AnalystUnderwriting Specialist
Average age4444
Gender ratioMale, 28.7% Female, 71.3%Male, 39.0% Female, 61.0%
Race ratioBlack or African American, 11.1% Unknown, 2.4% Hispanic or Latino, 9.0% Asian, 5.4% White, 71.7% American Indian and Alaska Native, 0.4%Black or African American, 8.9% Unknown, 2.5% Hispanic or Latino, 10.0% Asian, 5.8% White, 72.4% American Indian and Alaska Native, 0.4%
LGBT Percentage9%9%

Differences between insurance analyst and underwriting specialist duties and responsibilities

Insurance analyst example responsibilities.

  • Cold-Cal to generate leads for individual life and disability insurance and annuities.
  • Organize and examine medical records for physical therapy clinics for patients, attorneys and disability insurance claims.
  • Verify insurance benefits for specialty medications cover under both pharmacy and major medical benefits and communicate coverage to patients and physicians.
  • Prepare project kickoff PowerPoint presentation for client site visits.
  • Review retail and wholesale files to submit to FHA for HUD insuring.
  • Provide supporting documentation and reconciliation reports for monthly close and billing using GAAP.
  • Show more

Underwriting specialist example responsibilities.

  • Risk assessment to achieve profitability on assign book of business through renewal calculations and RFP responses.
  • Manage the execution of underwriting, portfolio analysis and account- base decision making in accordance with establish guidelines and processes.
  • Work closely with post-closing on VA deficiency response and actions, in addition to HUD & FNMA.
  • Analyze risk and apply underwriting guidelines to decision loan applications and grow profitable loan portfolio.
  • Underwrite PPO, EPO, HMO, POS and other health benefits.
  • Mentore, and utilize strong negotiation skills working with diverse group of associates.
  • Show more

Insurance analyst vs underwriting specialist skills

Common insurance analyst skills
  • Insurance Coverage, 11%
  • Insurance Policies, 8%
  • Life Insurance, 6%
  • Patients, 5%
  • Health Insurance, 5%
  • PowerPoint, 5%
Common underwriting specialist skills
  • Customer Service, 18%
  • Underwriting Guidelines, 9%
  • Financial Statements, 6%
  • Underwriting Process, 5%
  • Life Insurance, 5%
  • Loss Control, 4%

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