Analyst- Health & Benefits Consulting

WTW; San Francisco (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health and welfare benefits package

Annual short-term incentive bonus

Contributory Pension Plan and Savings

Job summary

WTW is seeking a Health & Benefits Analyst in San Francisco to contribute to a wide range of projects involving design, financing and ongoing management of health and benefit programs.

You will build client relationships, support meetings and vendor procurement, and prepare materials and reports while ensuring deliverables meet client objectives and WTW standards. The role offers growth in health benefits business acumen and client management in a leading firm.

Qualifications

• Bachelor’s degree or up to 2 years’ experience in professional services.
• Well organized and detail oriented; ability to manage multiple projects with competing deadlines.
• 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 independently and as part of a team.
• Strong analytical, creative and integrative skills.
• Excellent Microsoft Office skills, particularly in Excel and PowerPoint.
• State Life and Health license required within 90 days of joining.
• Pursuit of professional certification (CEBS, GBA, SPHR, etc.) or health and welfare actuarial / underwriting training encouraged

Responsibilities

• Building strong relationships with clients by effectively addressing questions and needs
• Supporting preparation for client meetings (prepare agendas and materials, coordinate resources, etc.)
• Supporting program vendor procurement and implementation
• Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary
• Contributing to completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates
• Supporting benchmarking and other research engagements; providing value added analyses and summaries
• Analyzing and comparing vendor products, services and contracts
• Building relationships internally and collaborating effectively on cross‑functional teams
• Ensuring all deliverables align with client objectives, leverage WTW standard tools and templates, and adhere to WTW professional excellence standards

Skills

Organization

Attention to detail

Client service

Written communication

Verbal communication

Self-starter

Analytical thinking

Excel

PowerPoint

Education

Bachelor’s degree or up to 2 years’ experience in professional services

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

As a Health & Benefits Analyst you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. This is a foundational role that provides excellent opportunities to grow your health and benefits business acumen and client management skills by working on cutting edge projects alongside leaders in the industry.

Responsibilities

• Building strong relationships with clients by effectively addressing questions and needs
• Supporting preparation for client meetings (prepare agendas and materials, coordinate resources, etc.)
• Supporting program vendor procurement and implementation
• Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary
• Contributing to completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates
• Supporting benchmarking and other research engagements; providing value added analyses and summaries
• Analyzing and comparing vendor products, services and contracts
• Building relationships internally and collaborating effectively on cross‑functional teams
• Ensuring all deliverables align with client objectives, leverage WTW standard tools and templates, and adhere to WTW professional excellence standards

Qualifications

• Bachelor’s degree or up to 2 years’ experience working in professional services
• Well organized and detail oriented; ability to manage multiple projects with competing deadlines
• 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 independently and as part of a team
• Strong analytical, creative and integrative skills
• Excellent Microsoft Office skills, particularly in Excel and PowerPoint
• State Life and Health license required within 90 days of joining
• Pursuit of professional certification (CEBS, GBA, SPHR, etc.) or health and welfare actuarial / underwriting training encouraged

Compensation And Benefits

Base salary range: $60,000–$75,000 USD per year.

This role is also eligible for an annual short‑term incentive bonus.

Company Benefits

• Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company‑paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short‑Term Disability, Long‑Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off.
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non‑qualified Deferred Compensation and Deferred Savings Plans.

We consider qualified applicants for employment under the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance.

Note that visa employment‑based non‑immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

EOE, including disability/vets.