H&b Lead Associate
1 week ago
In this role you will play a key role in management of health and welfare benefit plan client accounts. You will work on complex client projects and troubleshoot/resolve complicated client service issues. You will have significant client facing responsibilities, including serving as the day to day. You will have the opportunity to significantly grow your business acumen and client management skills in the health and welfare benefits field.
**The Role**
- Maintain and cultivate client relationships at all levels, seeking to understand their human capital needs and articulating WTW’s employee value proposition, products, services and resources.
- Contribute to employee benefit strategy: Analyze employee benefit programs and make recommendations to improve effectiveness of clients’ employee benefits programs/design, policies and practices
- Assist in driving the renewal/marketing process including gathering vendor/client information, preparing and analyzing benchmark data, communicating trend to clients, developing RFP and client proposal and recommendations; etc.
- Facilitate new client implementations including accounting/tracking systems set-up, collection of relevant data, etc.
- Contribute to the sales process for prospective clients including value proposition creation, RFP/proposal development, etc.
- Proactively advise clients and provide consistent client service to clients, resolving day to day service issue (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA, etc.)
- Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
- Manage completion of reports and administrative actions for clients including policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, certificates, etc.
- Understand, articulate and implement key WTW value-added resources (legal resources; employee benefit brochures and communications; etc.)
- Contribute to the client open enrollment process including preparing materials and presentations, organizing and conducting employee meetings, proofing contracts, updating internal systems, etc.
- Maintain and cultivate strong carrier relationships to enhance WTW’s position in the marketplace, including understanding and articulating current product offerings, trends and coverage
**The Requirements**
- 5+ years’ experience dealing with the financials of health and welfare plans, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
- Proven ability to manage multiple projects simultaneously and produce quality deliverables on time and within budget
- Flexibility and proven ability to identify and resolve issues
- Strong client service orientation and ability to respond to all communications effectively and in a timely manner
- Strong written and verbal communication skills
- Self-starter attitude and ability to work individually and as part of a team
- Strong analytical, creative and integrative skills
- Desire to mentor/develop more junior staff
- Excellent Microsoft Office skills, particularly in Excel and PowerPoint
- Strong English Language Skill, both oral and written
**WTW is an equal opportunities employer and does not discriminate on any basis. We support flexible working and this role will be considered on a flexible basis.
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