Health & Benefits Lead Associate

202502118

Montreal, Quebec, Canada

Bevorzugt

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