Lead Associate, Voluntary Benefits Consulting

Description

The Voluntary Benefits Practice represents another solution set as we seek to serve the range of client needs. Voluntary benefits are one of the largest growth segments in the benefits arena, and are to be positioned as an integral part of our clients’ Total Rewards strategies. WTW views voluntary benefits as an expansion opportunity for our current client base as well as a differentiation strategy through an integrated approach for new business development efforts. As such, we expect the Voluntary Benefit (VB) initiative will accelerate our growth within Health & Benefits for current and new client organizations.

As a VB Lead Associate, you will be responsible for supporting VB sales and placement and will collaborate with others to ensure a successful client experience throughout the client project lifecycle. You will contribute to a wide variety of complex projects involving the design, financing, delivery, and communication of the full spectrum of voluntary plans including supplemental medical, permanent life, legal, identity theft protection, group auto & homeowners, pet, discount programs, employee payroll deduct purchasing and others. You will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will assist with leading continuous process improvement initiatives and will collaborate with large teams internally and externally.

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

Performance Objectives :

Clients

• Support / manage multiple sales tracking processes using Dynamics and internal Smartsheet reports
• Manage databases of WTW partner offices and key personnel and regional carrier reps
• Support management of VB sales pipeline, pre-sales intake form
• Update standard reports at designated frequency
• Support the strategic assessment and sales preparation for existing Mid-Market clients and prospects, including but not limited to the following :
• Support / Drive client calls (e.g. client discovery, underwriting, finance)
• Assist with client contract preparation and tracking (SOW / PDD)
• Prepare client profile intake form and financial projections (Proforma)
• Proactively provide product and sales recommendations to VB sales team
• Develop client ready reports and presentations
• Project management, scheduling and coordination for Mid-Market producer office visits (as applicable)
• Assemble and analyze vendor proposals into side-by-side comparisons of design and pricing components for client facing colleagues
• Have functional and applicable knowledge on product, plan selection, vendor engagement, and integration capabilities
• Proficiency in key sales tools and ability to lead initiatives such as :
• Conducting demographic analysis using client census data
• Evaluating client plan designs and rates against benchmark
• Assisting Placement with the VB Vendor RFP process
• Validating commissions and fees received
• Facilitating client contracting through Adobe Sign

Excellence

Financial

People

Qualifications

The Requirements

This position will remain posted for a minimum of three business days from the date posted or until sufficient / appropriate candidate slate has been identified.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state / local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education / professional certifications, qualifications / experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $80,000 - $90,000 USD per year.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply) :

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

EOE, including disability / vets

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