Lead Associate, Health & Benefits Client Service Team

As a Health and Benefits Lead Associate you will contribute to a wide variety of projects involving the design, financing, and ongoing management of the full spectrum of health and benefit programs. You will support the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

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

EOE, including disability/vets