Hybrid Client Services Analyst - Benefits

Willis Towers Watson

San Francisco (CA)

Hybrid

USD 68,000 - 88,000

Full time

2 days ago
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Benefits offered by this job

Hybrid work environment
Competitive benefits

Job summary

Willis Towers Watson in San Francisco is seeking a Client Representative to provide professional administrative support for the account management team, delivering accurate and timely client deliverables and service.

The role requires 1–2 years of benefits experience, strong communication, and proficiency with Microsoft Office. A hybrid work arrangement and comprehensive benefits are offered.

Qualifications

  • 1–2 years of benefits experience required.
  • Strong written and verbal communication skills.
  • Excellent customer service in virtual settings.
  • Proficient with Microsoft Office and related software.
  • Ability to learn and adopt new technology systems.
  • Works well in fast-paced environments and can work independently.
  • Strong time management and ability to handle multiple priorities.
  • Attention to detail and organizational skills.
  • Ability to build relationships with clients, carriers, and colleagues.

Responsibilities

  • Handle day-to-day client questions and enrollment inquiries with the service lead.
  • Prepare and distribute compliance deliverables (e.g., 5500s, SPD Wraps, annual notices).
  • Manage and respond to escalated client issues with guidance from the service lead.
  • Oversee enrollment processing and resolve eligibility issues.
  • Coordinate client technology solutions with the technology team.
  • Stay current on compliance trends and timely client notices.
  • Review plan documents and benefit attributes for accuracy in internal systems.
  • Process carrier and client contact changes in systems.
  • Support marketing requests following established standards.
  • Perform outsourced tasks like billing audits and data entry.
  • Prepare client communications using templates and tools.
  • General administration and data entry as directed by the Manager.
  • Occasionally attend and participate in client renewal meetings.
  • Mentor and train junior staff when needed.
  • Other tasks or special projects as assigned.

Skills

Communication skills
Customer service
Microsoft Office
Learning technology systems
Time management
Organizational skills
Team collaboration
Attention to detail

Tools

Microsoft Office Suite

Job description

Willis Towers Watson in San Francisco is seeking a Client Representative to provide professional administrative support for the account management team, delivering accurate and timely client deliverables and service.

The role requires 1–2 years of benefits experience, strong communication, and proficiency with Microsoft Office. A hybrid work arrangement and comprehensive benefits are offered.

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