Health & Benefits Analyst — Drive Client Impact

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

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.