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Willis Towers Watson

Voluntary Benefits Regional Analyst

As an Analyst in the Voluntary Benefits (VB) Practice, you will be responsible for supporting VB business development team helping with both inforce client stewardship and new prospect support. This role is responsible for the execution of various aspects of the voluntary benefits client stewardship process for large and mid-market clients and will be a subject matter expert in one or more areas within the VB Team. This role collaborates with the new business develop team along with the VB Operations Team to ensure successful internal and external client experiences.

Performance Objectives:

Clients

  • Support multiple client projects
  • Help manage the overall stewardship of inforce client which can include but not be limited to:
    • Scheduling client meetings
    • Work with carriers to obtain necessary data for client reporting
    • Prepare client reports
    • Work on inforce issues with client/carriers
    • Review / manage commission information
  • Work with associate director on strategy and help prepare information for client meeting
  • Support New Business Development in the strategic assessment and sales preparation for client prospects

Excellence

  • Prioritize and execute key tasks
  • Assist in resolving project issues and escalations
  • Drive documentation and audit process

Financial

  • Review / manage commission information
  • Reconcile commissions and revenue to plan

People

  • Build relationships with internal and external resources
  • Share feedback with sales team

The Requirements

  • Minimum 3 years in insurance industry
  • Bachelor’s degree in business or related field
  • Hold a valid insurance license or be willing to obtain
  • Practical knowledge of Voluntary Benefits market
  • Ability to work independently and collaboratively
  • Service-oriented mindset
  • Ability to travel – approximately 20%

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

EOE, including disability/vets

 

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