Lead Associate, Health & Benefits Client Service Team

The Role

• Materially contribute to core health and benefits projects supporting the design and management of group medical, dental, wellbeing, life, disability, and absence management benefits for clients.


• Partnering with client service team leader to deliver superior project management


• Providing superior client service in response to everyday service issues and questions (eligibility, carrier coverage and claims issues, compliance, etc.)


• Preparation for client meetings (prepare agendas and materials, coordinate resources, etc.)


• Supporting vendor procurement, implementation, and optimization activities


• Providing benefit enrolment 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 client service team leader in benefit plan analysis, design, cost savings and funding strategies


• Conducting review of client deliverables to ensure alignment to client objectives, leverage of optimal WTW services and solutions, and adherence to WTW professional excellence standards


• Facilitating benchmarking studies and other research; providing value added analyses and summaries


• Analysing and comparing vendor products, services, and contracts


• Building relationships internally and collaborating effectively on cross-functional teams

The Requirement:

• 4+ years’ experience in professional services, 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