Lead Associate, Health & Benefits, Client Service Team jobs in United States
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WTW · 1 week ago

Lead Associate, Health & Benefits, Client Service Team

WTW is a company focused on health and benefits consulting, and they are seeking a Lead Health and Benefits Associate to manage complex projects involving the design and management of health and benefit programs. The role includes project management, vendor interaction, financial analysis, and mentoring junior staff.

ConsultingInformation TechnologyInsuranceMedicalService Industry
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Responsibilities

Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including:
Benefit plan analysis, design, cost savings and funding strategies
Vendor procurement, negotiation and optimization
Incorporation of specialized health management, absence and disability management, pharmacy, data analytics and compliance strategies
Partner with Consultants to deliver superior project management on select clients
Perform financial analyses including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
Conduct benchmarking studies and other research; provide value added analyses and summaries
Analyze and compare vendor products, services and contracts
Design, distribute and evaluate responses to surveys and RFPs
Build relationships internally and collaborate effectively on cross-functional teams
Review analytical work, mentor and develop junior level staff
Contribute to the development of new intellectual capital

Qualification

HealthWelfare plansFinancial analysisProject managementClient service orientationAnalytical skillsMicrosoft ExcelMicrosoft PowerPointIntegrative skillsState LifeHealth licenseCEBS designation pursuitWritten communicationVerbal communicationTeam collaborationSelf-starter attitudeCreative skills

Required

4+ years' experience dealing with health and welfare plans, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
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
Proven ability to identify and resolve issues
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

Preferred

Pursuit of CEBS designation, or health and welfare actuarial / underwriting training encourage

Benefits

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
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.

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase