Lead Associate - Benefits Consultant

Profile

Mid-level position within the Willis Towers Watson Metro NY Health & Benefits Brokerage and Advisory practice, providing strategic relationship management and consultative services to clients. Works closely with client service and production team to coordinate effective and efficient delivery of client services.

The Role

This mid-level position is primarily client facing and leverages established competencies related to employee benefits insurance services, plan design and administration to best service Willis Towers Watson mid-market clients.


Coordinate the implementation of new clients
Assist with the development of program design
Resolve day-to-day service issues, including escalated eligibility, billing, and claim issues
Provide consistent client service and answer client policy and coverage questions
Follow up with clients and other internal employees assigned to the account on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties notified
Assist in resolving client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking
Coordinate legal review of SPDs, contracts, and legal documents to ensure compliance
Answer compliance questions (with the help of National Legal & Research Group) and plan interpretation questions (conference calls, meetings, etc.)
Coordinate 5500 filings information with Willis Towers Watson Government Filing Center
Coordinate implementation and maintenance of various Willis Towers Watson products
Assist with or manage policy checking and delivery
Drive the Renewal/Marketing Process
Gather vendor information and/or information from clients for marketing purpose
Organize data into a “carrier friendly” format
Prepare RFP and send to carriers
Prepare proposal data into Willis Towers Watson's format for presentation to clients making recommendations
Assist or ensure proper commission rates are requested and applied in all proposals
Coordinate the implementation of new plans and or the continuation of current plans and contract changes
Update Willis Towers Watson systems with client/vendor information
Maintain relationships with Manager- and Director-level personnel (Director-HR, etc.)
Support client retention ratio at or above the WNA Employee Benefits average
Maintain strong carrier relationships to enhance Willis Towers Watson position in the market place
Understand and can articulate to clients the Willis Towers Watson EB Value Proposition and EB Products and Services in order to support new business
Understand clients’ needs and can identify products and services to support needs.
Comply with Willis Towers Watson Excellence Management program
On a limited scope, assist in the sales process (RFP and proposal development, presentation, etc.)
All other duties and project work as assigned


The Requirements


BS/BA Degree required
State Life and Health license
Insurance degree a plus
Professional designation/certification GBA or PHR preferred
Three or more years of insurance industry experience related to servicing accounts
Two or more years of analytical analysis of employee benefit programs preferred
Intermediate Knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) problem claim resolution
HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans
Consumer-driven healthcare, wellness, disease management, and current trends
Regulatory environment of employee benefits plans, PPACA
Life (term, permanent, etc.), LTD, STD, and state-required disability plans
Basic underwriting concepts
Basic funding concepts
Strong verbal and written communication skills
Ability to establish priorities, work independently, and proceed with objectives with limited supervision
Ability to handle and resolve client related issues.
Ability to work in a fast-paced environment juggling multiple priorities
Computer skills which include intermediate proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet. Familiarity with Microsoft Access a plus.
Demonstrate a commitment to building new skills
Air travel for client meetings required (approximately 5 -15 trips per year; usually day trips or 1 night stay)
Driver's license required (for client travel)
This opportunity will not provide visa assistance


The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity: Know your rights. at ****
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Company info

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