Health & Benefits Lead Associate

Willis Towers Watson; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Lead Associate to drive complex analyses and project management in employer health and group benefit programs. This role offers the chance to enhance your business acumen and communication skills while working on innovative projects in a dynamic environment. You will collaborate with client teams and vendors, providing insights and recommendations that shape benefit strategies. If you thrive in a fast-paced setting and are passionate about making a difference in health and benefits, this opportunity is for you.

Qualifications

• 5+ years of experience in benefit consulting or underwriting.
• Strong analytical and project management skills.
• Excellent communication and client service orientation.

Responsibilities

• Manage multiple client projects and deliver quality results on time.
• Conduct financial analyses and support client decisions.
• Build strong relationships and collaborate with cross-functional teams.

Skills

Analytical Skills

Project Management

Client Service Orientation

Communication Skills

Creativity

Attention to Detail

Organizational Skills

Multitasking

Education

Relevant University Degree

Provincial Life and Health License

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Description

As a Lead Associate you will contribute to a wide variety of complex analyses and projects involving the design, measurement, analysis, and project management of the full spectrum of employer health and group benefit programs. You will interface with carriers/vendors and client teams, help prepare client deliverables, and ensure quality standards are met.You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and communication skills by working on cutting edge projects alongside leaders in the industry. You will also be on a forefront of change in a dynamic and fast paced environment as we enhance existing processes and support Health and Benefits’ rapid growth objectives.

The Role

• Is an active member on multiple employer clientteams providing project management, financial analyses, outputs and clientdeliverables across a region
• Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
• Contributes to carrier/vendor financialreviews for clients
• Completes and/or reviews technical & consulting accuracy on client projects, including but not limited to developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
• Conducts and/or delivers accurate and reliable claim reporting and financial modeling to client teams to support client decisions
• Partners with Global Delivery Centers and Client Service teams to review work and deliver superior project management
• Understands client’s needs and can identify products and services to support needs
• Understanding of, and ability to, effectively articulate carrier specific strengths and weaknesses
• Identify target carriers/vendors and design/distribute bid requests (RFP); manage follow-up questions/request from the carriers/vendors
• Collect, summarize and analyze proposal findings; make recommendations for finalist carriers
• Manage placement (renewal/marketing) deliverables for WTW clients with a strict adherence to stated deadlines
• Support communication efforts to clients (renewal / stewardship meetings, etc.) relative to placement
• Communicates complex financial results to effectively drive client action
• Build strong relationships internally and collaborate effectively on cross-functional teams
• Ongoing support of Finance, Operations and Global Delivery Centres, providing directions for revenue recognition and ensuring accurate attribution of all funds received.
• Development and ongoing support of enhanced internal and external reporting
• Communication with external teams and WTW teams to obtain needed documentation to ensure commission payments are processed timely and accurately.
• Other special projects and initiatives as they arise

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Qualifications

Qualifications

• 5+ years’ experience in professional services, ideally gained in a benefit consulting/brokerage firm or underwriting / actuarial function of an insurance company
• Intermediate/advanced knowledge of health and benefits products & services, underwriting and funding concepts, big data analytics techniques
• Strong analytical, creative and integrative skills with the ability to identify and resolve issues
• Proven ability to manage multiple projects simultaneously and produce quality deliverables on time and within budget
• Strong client service orientation and ability to respond to all communications effectively and in a timely manner
• Excellent written and verbal communication skills
• Proactive self-starter attitude, ability to work independently and as part of a team with a goal-oriented mindset
• Exceptional attention to detail, organizational skills, and the ability to multitask effectively.
• Effective team player with strong collaboration skills
• Ability to direct work of more junior colleagues and provide feedback
• Excellent Microsoft Office skills, particularly in Excel and PowerPoint
• Provincial Life and Health license required within 180 days of joining
• Relevant experience and/or university degree

Equal Opportunity Employer