Willis Towers Watson

Lead Associate - Voluntary Benefits

Posted on Feb 18 24 views Overland Park, KS


Our Health and Benefits business helps large and mid-size clients control health and welfare plan costs, improve health outcomes and promote employee engagement through broad-based, state-of-the-art interventions. We provide solutions encompassing creative plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation support, compliance and governance strategies. We also provide Specialty consulting services including clinical/health management program design, pharmacy solutions, disability/absence management strategies and claims audit services. Product based solutions such as our pharmacy purchasing coalition round out our broad-based suite of offerings.

The Voluntary Benefits Practice represents another solution set as we seek to serve the range of client needs. Voluntary benefits are one of the largest growth segments in the benefits arena, and are to be positioned as an integral part of our clients’ Total Rewards strategies. Willis Towers Watson views voluntary benefits as an expansion opportunity for our current client base as well as a differentiation strategy through an integrated approach for new business development efforts. As such, we expect the Voluntary Benefit (VB) initiative will accelerate our growth within H&B for current and new client organizations.

Employment-based non-immigration visa sponsorship and/or assistance is not offered for this specific job opportunity.


The Role


As a Voluntary Benefits Senior Analyst, you will be responsible for supporting VB operations, enrollment 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:

  • Partner with others to deliver superior project management on select clients:
  • Draft statements of work, project plans and budgets involving multiple workflow streams and client teams
  • Serve as the day to day project lead, ensuring the progress of the team against established objectives, budget, timeline, deliverables and quality standards
  • Serve as primary, daily contact to clients on delivery of services
  • Manage client expectations and raise appropriate issues to Senior Directors and Client Relationship Managers
  • Interface with colleagues from other practices and regions on assignments that reflect the client’s broader business issues
  • Develop a trusted advisor relationship with client contacts through effective communication and efficient execution
  • Deliver enrollment and implementation project steps to clients with superior quality and perform in depth peer review on client deliverables
  • 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 and plan selection, as well as vendor engagement and integration capabilities
  • Support reporting requirements for the VB business including sales, operational and financial reporting
  • 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
  • Drive documentation and audit processes for all key deliverables
  • Provide process expertise in multiple areas of enrolment and implementation
  • Build strong relationships internally and collaborate effectively on cross-functional teams
  • 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
  • Meet billable hours expectations
  • Review, confirm and support client scopes of work and budget
  • Support client retention and growth efforts

The Requirements


  • 3-5+ years’ 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
  • Strong written and verbal communication skills
  • 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
  • Sense of accountability; owning one’s work and taking pride in it
  • Self-starter; interest in continually challenging oneself and willingness to step outside of one’s comfort zone
  • Interest and 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
  • Excellent Microsoft Office skills, particularly in Excel
  • Hold a valid insurance license or be willing to obtain
  • High school diploma required. Bachelor’s degree in business or related field strongly preferred.
  • Ability to travel – approximately 10%



EOE, including disability/vets