Small Business Unit (SBU) Team Lead – Health and Benefits Consulting Associate Director

WTW; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic SBU Team Lead to provide guidance and support to colleagues and clients in the Small Business Unit. This pivotal role involves leading a diverse book of business, enhancing team performance, and ensuring adherence to best practices in client management and service delivery. You will collaborate closely with market leaders to drive process improvements and maintain strong financial performance. If you have a passion for leadership and a deep understanding of client needs in the insurance sector, this opportunity is perfect for you.

Qualifications

• 5+ years of industry experience with various client sizes.
• Strong understanding of small market client needs and insurance offerings.

Responsibilities

• Lead a book of business for SBU and mid-market clients.
• Conduct Technical and Consulting Reviews to ensure quality standards.

Skills

Client Management

Team Leadership

Process Improvement

Communication Skills

Technical Review

Education

Bachelor's Degree

Tools

Data Management Tools

Job description

As the SBU Team Lead, you will be responsible for providing support and guidance specific to colleagues and clients in H&B Canada’s Small Business Unit (SBU). Additionally, you will dedicate at least 50% of your time to leading a book of business comprising SBU and mid-market clients. The role reports into the Operations function.

The Role

1. You bring our new operating model to life by ensuring colleagues incorporate our new ways of working into all client work that meets SBU criteria. This includes leveraging our Data Management Team (DMT) and Business Support Services to deliver core outputs using SBU tools, templates, and processes, while referring opportunities outside the SBU scope to FAA&P or other Client Service Team (CST) colleagues.
2. You have a deep understanding of our workflows and serve as a role model, demonstrating best practices to local colleagues on working with the DMT.
3. You foster effective communication with the DMT and SBU colleagues, emphasizing the importance of timely feedback and sharing insights on errors or best practices for swift resolution.
4. You act as a knowledge resource, benefits coach, and trainer, providing individual and team-wide support to enhance skills and understanding.
5. You oversee and conduct Technical Reviews (TRs) and Consulting Reviews (CRs) to ensure deliverables meet comprehensiveness, accuracy, and WTW standards.
6. You manage colleague performance throughout the year, including conducting evaluations and supporting career development. You work to maximize team potential and address performance issues, collaborating with the Toronto Market Leader as needed.
7. You collaborate with the Toronto Market Leader on recruitment, onboarding, and offboarding activities.
8. You identify opportunities for process improvements, working with the Operations Leader, Market Leaders, SDL, and FAA&P to enhance quality, tools, templates, and processes, and to escalate learning opportunities for colleagues and the DMT.
9. You work with WTW sales leaders to scope and onboard new clients, ensuring appropriate allocation to experienced SBU colleagues.
10. You ensure adherence to best practices regarding scoping, pricing, delivery within scope, and invoicing to maintain strong financial performance across the SBU book of business.
11. You oversee the team to ensure all SBU clients have accurate and current data in our tools, providing timely feedback to support DMT growth.

Qualifications

1. Minimum of 5+ years of industry experience, with familiarity across various client sizes and complexities.
2. Strong understanding of the small market, client needs, and available insurance offerings.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this role.
Equal Opportunity Employer