Health & Benefits Strategy Lead (Associate Manager)

Wtw; Wisconsin; On-site; USD 85,000 - 125,000; Full time

Job summary

WTW in the United States is seeking an Associate Manager to contribute to a wide variety of complex analyses and projects involving design, measurement, analysis, and project management of employer health and group benefit programs. You will interface with carriers and client teams, help prepare client deliverables, and ensure quality standards are met.

You will build expertise in health and benefits, financial modeling, and revenue-related processes while working with cross-functional teams to

Qualifications

• 5+ years’ experience in professional services, ideally gained in a health and benefits consulting or 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
• 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

Responsibilities

• Is an active member on multiple employer client teams providing project management, financial analyses, outputs and client deliverables across a region
• Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
• Contributes to carrier/vendor financial reviews 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

Skills

Project management

Analytical skills

Client service

Communication skills

Excel & PowerPoint

Team collaboration

Detail-oriented

Multitasking

Self-starter

Underwriting concepts

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

WTW in the United States is seeking an Associate Manager to contribute to a wide variety of complex analyses and projects involving design, measurement, analysis, and project management of employer health and group benefit programs. You will interface with carriers and client teams, help prepare client deliverables, and ensure quality standards are met.

You will build expertise in health and benefits, financial modeling, and revenue-related processes while working with cross-functional teams to