United States onlyAs a VB Lead Analyst, You will be responsible for supporting VB sales, placement and implementation best practices 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, ongoing management and communication of the full spectrum of voluntary plans and programs including supplemental medical, permanent life, legal, ID theft, 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. You may also assist with supervising onsite enrollments and overseeing benefit counselors.
Performance Objectives:
Clients
Support/manage sales tracking processes and internal Smartsheet reports
- Manage databases of WTW partner offices, key personnel, and regional carrier reps
- Support management of VB sales pipeline and pre-sales intake form
- Update standard reports as needed
- Assist with strategic assessment and sales preparation for Mid-Market clients and prospects
- Drive client calls, assist with contract preparation, and prepare client profiles and financial projections
- Provide product and sales recommendations to VB sales team
- Develop client-ready reports and presentations
- Coordinate Mid-Market producer office visits
- Analyze vendor proposals and facilitate comparisons for client-facing colleagues
- Maintain functional knowledge of product selection, vendor engagement, and integration capabilities
- Support reporting requirements for VB business, including sales, operational, and financial reporting.
Excellence
- Analyze and compare vendor products, services and contracts
- Assist in resolving project issues and escalations timely and efficiently
- Communicate and collaborate effectively with colleagues and clients regarding all aspects of internal and client project execution
- Provide technical and editorial review of work and prepared by other colleagues
- Drive documentation and audit processes for all key deliverables
- Intermediate knowledge around enrolment and implementation
People
- Build strong relationships internally and collaborate effectively on cross-functional teams
- Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
- Share feedback with others timely and effectively that will enhance client, vendor and/or employee experiences
Financial
- Meet billable hours expectations
- Review / manage commission information
- Reconcile commissions and revenue to plan
- Drive documentation and audit process
Requirements:
- 3-5+ years’ experience dealing with the operations of voluntary benefit plans, ideally gained in a group benefit consulting/brokerage firm or group health underwriting or actuarial function of an insurance company; preferred large case health and welfare consultancy experience
- Proven experience successfully managing projects and producing quality deliverables on time and within budget
- Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
- Ability to ask the right questions and seek help where appropriate
- Demonstrated leadership qualities
- Ability to work both independently and on client teams and enjoy a fast-paced environment
- Sense of accountability; owning one’s work and taking pride in it
- Self-starter; interest in continually challenging oneself and willingness to step outside of one’s comfort zone
- Interest and ability to think beyond the task at hand and understand how one’s work fits into the broader landscape
- Strong analytical and integrative skills including ability to draw conclusions and identify trends from data in a logical, systematic way
- Hold a valid insurance license or be willing to obtain
- Bachelor’s degree in business or related field required
- Ability to travel – approximately 10%
- This role will be working remotely within the posted locations
Willis Towers Watson is an EEO/AA Employer, M/F/D/V
