Associate Director, Voluntary Benefits Consulting jobs in United States
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WTW · 17 hours ago

Associate Director, Voluntary Benefits Consulting

WTW is a company that helps large and mid-size clients control health and welfare plan costs and improve health outcomes. As an Associate Director in the Voluntary Benefits Practice, you will manage client projects, support business development, and provide consulting guidance on voluntary benefits plans for large-market clients.

ConsultingInformation TechnologyInsuranceMedicalService Industry
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Responsibilities

Lead and manage multiple client projects
Manage the overall account of in-force clients which can include but not limited to:
Schedule client meetings
Work with carriers to obtain necessary data for client stewardship meetings and deliver in partnership with carrier partners
Prepare client reports
Work on in-force issues with clients / carriers
Review / manage commission information
Provide strategic assessment of in-force plans
Give consulting guidance to clients regarding a multi-year voluntary plan. Work with director on strategy and help prepare information for client meetings
Support New Business Development in the strategic assessment and sales preparation for client prospects
Prioritize and execute key tasks
Assist in resolving project issues and escalations
Drive documentation and audit process
Review / manage commission information
Reconcile commissions and revenue to plan
Build relationships with internal and external resources
Share feedback with sales team
Additional projects as assigned

Qualification

Insurance industry experienceVoluntary Benefits knowledgeBachelor's degreeInsurance licenseService-oriented mindsetWork independentlyCollaborate

Required

Minimum 8 years in insurance industry
Bachelor's degree in business or related field
Hold a valid insurance license or be willing to obtain
Practical knowledge of Voluntary Benefits market
Ability to work independently and collaboratively
Service-oriented mindset
Ability to travel – approximately 20%
This role will be on a remote set-up

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 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: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

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