Job Description
As a Lead Associate you will contribute to a wide variety of complex analyses and projects involving the design, measurement, analysis, and project management of the full spectrum of employer health and group benefit programs. You will interface with carriers/vendors and client teams, help prepare client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and communication skills by working on cutting edge projects alongside leaders in the industry. You will also be on a forefront of change in a dynamic and fast paced environment as we enhance existing processes and support Health and Benefits’ rapid growth objectives.
The Role
Is an active member on multiple employer client teams providing project management, financial analyses, outputs and client deliverables across a region
Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
Contributes to carrier/vendor financial reviews for clients
Completes and/or reviews technical & consulting accuracy on client projects, including but not limited to developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
Conducts and/or delivers accurate and reliable claim reporting and financial modeling to client teams to support client decisions
Partners with Global Delivery Centers and Client Service teams to review work and deliver superior project management
Understands client’s needs and can identify products and services to support needs
Understanding of, and ability to, effectively articulate carrier specific strengths and weaknesses
Identify target carriers/vendors and design/distribute bid requests (RFP); manage follow-up questions/request from the carriers/vendors
Collect, summarize and analyze proposal findings; make recommendations for finalist carriers
Manage placement (renewal/marketing) deliverables for WTW clients with a strict adherence to stated deadlines
Support communication efforts to clients (renewal / stewardship meetings, etc.) relative to placement
Communicates complex financial results to effectively drive client action
Build strong relationships internally and collaborate effectively on cross-functional teams
Ongoing support of Finance, Operations and Global Delivery Centres, providing directions for revenue recognition and ensuring accurate attribution of all funds received.
Development and ongoing support of enhanced internal and external reporting
Communication with external teams and WTW teams to obtain needed documentation to ensure commission payments are processed timely and accurately.
Other special projects and initiatives as they arise
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Qualifications
Qualifications
5+ years’ experience in professional services, ideally gained in a benefit consulting/brokerage firm or underwriting / actuarial function of an insurance company
Intermediate/advanced knowledge of health and benefits products & services, underwriting and funding concepts, big data analytics techniques
Strong analytical, creative and integrative skills with the ability to identify and resolve issues
Proven ability to manage multiple projects simultaneously and produce quality deliverables on time and within budget
Strong client service orientation and ability to respond to all communications effectively and in a timely manner
Excellent written and verbal communication skills
Proactive self-starter attitude, ability to work independently and as part of a team with a goal-oriented mindset
Exceptional attention to detail, organizational skills, and the ability to multitask effectively.
Effective team player with strong collaboration skills
Ability to direct work of more junior colleagues and provide feedback
Excellent Microsoft Office skills, particularly in Excel and PowerPoint
Provincial Life and Health license required within 180 days of joining
Relevant experience and/or university degree
Equal Opportunity Employer
The Role
Is an active member on multiple employer client teams providing project management, financial analyses, outputs and client deliverables across a region
Provides direction on benefit plan analysis, design, cost avoidance, risk and funding strategies
Contributes to carrier/vendor financial reviews for clients
Completes and/or reviews technical & consulting accuracy on client projects, including but not limited to developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
Conducts and/or delivers accurate and reliable claim reporting and financial modeling to client teams to support client decisions
Partners with Global Delivery Centers and Client Service teams to review work and deliver superior project management
Understands client’s needs and can identify products and services to support needs
Understanding of, and ability to, effectively articulate carrier specific strengths and weaknesses
Identify target carriers/vendors and design/distribute bid requests (RFP); manage follow-up questions/request from the carriers/vendors
Collect, summarize and analyze proposal findings; make recommendations for finalist carriers
Manage placement (renewal/marketing) deliverables for WTW clients with a strict adherence to stated deadlines
Support communication efforts to clients (renewal / stewardship meetings, etc.) relative to placement
Communicates complex financial results to effectively drive client action
Build strong relationships internally and collaborate effectively on cross-functional teams
Ongoing support of Finance, Operations and Global Delivery Centres, providing directions for revenue recognition and ensuring accurate attribution of all funds received.
Development and ongoing support of enhanced internal and external reporting
Communication with external teams and WTW teams to obtain needed documentation to ensure commission payments are processed timely and accurately.
Other special projects and initiatives as they arise
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Qualifications
Qualifications
5+ years’ experience in professional services, ideally gained in a benefit consulting/brokerage firm or underwriting / actuarial function of an insurance company
Intermediate/advanced knowledge of health and benefits products & services, underwriting and funding concepts, big data analytics techniques
Strong analytical, creative and integrative skills with the ability to identify and resolve issues
Proven ability to manage multiple projects simultaneously and produce quality deliverables on time and within budget
Strong client service orientation and ability to respond to all communications effectively and in a timely manner
Excellent written and verbal communication skills
Proactive self-starter attitude, ability to work independently and as part of a team with a goal-oriented mindset
Exceptional attention to detail, organizational skills, and the ability to multitask effectively.
Effective team player with strong collaboration skills
Ability to direct work of more junior colleagues and provide feedback
Excellent Microsoft Office skills, particularly in Excel and PowerPoint
Provincial Life and Health license required within 180 days of joining
Relevant experience and/or university degree
Equal Opportunity Employer
💡 Quick Summary
Seeking a career-building opportunity? The Health & Benefits Lead Associate position is now open for candidates interested in the Operations Executive Jobs sector. This role in Montréal offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
