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Willis Towers Watson

Employee Benefits M&A Project Manager

The Employee Benefits Project Manager specializes in employee benefits analysis for the Willis Towers Watson M&A Group.  The M&A Group provides due diligence services for private equity firms, evaluating the costs, liabilities and exposures of potential acquisitions, which are sourced by M&A Group Producers.  This position leads the entire employee benefits due diligence process from initial engagement through deal close, creating the diligence report and delivering the report to our private equity clients.   

The Role

Responsibilities

  • Management of all aspects of employee benefits due diligence
  • Detailed analysis and commentary on employee benefit programs for mid-size companies
  • Assessment and analysis of plan documents, financial data, communications and government filings (i.e. Form 5500)
  • Creation of detailed financial reports using Willis Towers Watson formats
  • Drafting and delivery of due diligence reports
  • Assist in sales process to secure broker of record assignment for Willis Towers Watson post-closing

Growth Opportunity

  • Develop differentiated analytical and technical employee benefits analysis and reporting skills
  • Exposure and communication to multiple constituencies
  • Immersion in M&A Group to learn due diligence skills and mechanics of private equity investments
  • Role progression leads to ancillary project opportunities or specializations

The Requirements

Knowledge, Skills and Abilities

  • Three or more years of employee benefit brokerage / consulting experience
  • Comprehensive knowledge of insurance products and concepts, specifically include the following:
  • All health & welfare benefit plans: Medical, Dental, Life, LTD, STD, Vision
  • Underwriting and plan funding strategies
  • Regulatory environment of employee benefits plans, PPACA, ERISA, HIPAA

Critical skill set includes:

  • Excellent organizational and analytical skills are required
  • Strong verbal and written communication skills
  • Capacity to work in a fast-paced environment
  • Intermediate proficiency with Microsoft Word, Excel and Power Point

Equal Opportunity Employer/Vet/Disability

Apply Now

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