About Campbell Petrie, A Division of Patriot Growth Insurance Services: Campbell Petrie is a provider of employee benefits program services located in Woodbridge, New Jersey. Our company offers insurance, executive, voluntary benefits and alternative funding services along with productivity tools such as business administration, onboarding, performance review builder, salary benchmarking, job description builder and law comparison tools, enabling business owners and executives to get access to products that balance features and budget.

Position Overview: The Director of Underwriting & Analytics is a senior-level role responsible for overseeing all underwriting, financial analysis, and data strategy functions within the Employee Benefits division of an independent insurance agency. This role drives analytical excellence, ensures pricing accuracy, supports strategic client consulting, and enhances the agency’s competitive position through data-driven insights. The ideal candidate combines deep technical expertise in employee benefits underwriting with strong communication, leadership, and business acumen.

Work Arrangement: This is a hybrid position based out of our Woodbridge, NJ office.

Professional Responsibilities:

• Lead and develop the underwriting and analytics team, setting performance standards and fostering a culture of accuracy, accountability, and continuous improvement.
• Oversee all underwriting and financial analysis activities, including renewal projections, budget modeling, alternative funding assessments, and complex risk evaluation, ensuring high analytical rigor and attention to detail.
• Serve as the primary internal subject-matter expert on employee benefits underwriting, providing strategic guidance to producers, account teams, and agency leadership with a consultative, client-focused approach.
• Support high-value client relationships by presenting financial insights, translating complex analyses into actionable strategies, and articulating recommendations clearly to non-technical audiences.
• Direct the design, maintenance, and optimization of analytical tools, reporting dashboards, and claims-based insights to support client consulting and internal decision-making, requiring strong problem-solving and analytical capability.
• Standardize workflows, processes, and methodologies to improve operational efficiency, data quality, and consistency across the Employee Benefits division.
• Lead the financial and analytical components of new business opportunities, including competitive underwriting analysis, RFP evaluation, and pricing strategy, demonstrating strategic thinking and sound judgment.
• Monitor market trends, carrier pricing practices, and emerging financial strategies to inform internal planning and strengthen the agency’s competitive position in a fast-moving environment.
• Manage relationships with analytics vendors, technology partners, and carriers to ensure access to accurate data, reliable tools, and high-quality underwriting information, collaborating effectively across stakeholders.

Qualifications and Requirements:

• 7+ years of progressive experience in employee benefits underwriting or financial analysis, ideally within a brokerage/agency or insurance carrier.
• Deep expertise in medical, dental, vision, life, disability, and stop-loss underwriting, including fully insured, level-funded, and self-funded plan structures.
• Demonstrated leadership or team management experience, with the ability to coach, mentor, and develop technical talent.
• Advanced proficiency in financial modeling, Excel, and analytics tools; experience with underwriting systems, BI platforms, and data visualization tools.
• Proven ability to synthesize complex financial data into clear, actionable recommendations for clients and internal stakeholders, reflecting strong analytical and communication skills.
• Strong understanding of claims analysis, trend evaluation, benchmarking, and cost-containment strategies.
• Bachelor’s degree in Actuarial Science, Mathematics, Finance, Economics, Business, or a related field; advanced degree preferred.
• Excellent organization, prioritization, and project-management skills, with a high commitment to accuracy and detail.
• Ability to thrive in a dynamic, fast-paced environment while maintaining a strategic, client-focused mindset.

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Pay Range: $160,000 - $175,000 per year depending on experience.

*A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.