Voluntary Benefits Business Development - Mid-Market Support (East Region)

As a VB Senior Associate, 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 multiple sales tracking processes 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 provided 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, and vendor engagement and integration capabilities

Proficiency/SME in key sales tools and processes and ability, at times, to drive the such as:

Demographic analysis of client census data

Collect and assess client’s current plan designs and rates to market norm

VB Vendor RFP – prepare, send, receive, data entry, scoring, peer review, prepare deliverable

Validation of commissions and fees received

As necessary, DocuSign process for client contracting

Excellence

Conduct benchmarking studies and other research for clients; provide value added analyses and summaries

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

Provide process expertise in multiple areas of enrolment and implementation

Prioritize and execute key tasks

Assist with developing and improving tools and processes

Financial

Review / manage commission information

Reconcile commissions and revenue to plan

Drive documentation and audit process

Meet billable hours expectations

Support client retention and growth efforts

People

Build strong relationships with internal and external resources

Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

Mentor and develop more junior level colleagues

Share feedback with others timely and effectively that will enhance client, vendor and/or employee experiences

The Requirements

Minimum 5 years of 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

Ability to respond to all communications effectively and in a timely manner

Demonstrated leadership qualities

Ability to work both independently and on client teams and enjoy a fast-paced environment

Self-starter; interest in continually challenging oneself and willingness to step outside of one’s comfort zone

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