Willis Towers Watson

Health and Benefits - Client Manager

Posted on Mar 31 208 views Charlotte, NC

The Role

As a Health and Benefits Financial Analyst/Placement Specialist, you will provide broad based financial support on a client’s benefit plan. This includes both overall financial strategy as well as managing the carrier bid and selection process. You will have the ability to significant grow your benefits acumen, and financial, client, project management and negotiations skills by working on cutting edge projects alongside leaders in the industry.


  • Collaborate with the financial consultant and Account Executive in the financial and associated funding strategy for group medical, dental, life, vision and disability plans
  • Perform financial analyses including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
  • Conduct benchmarking studies and other research; provide value added analyses and summaries
  • Identify target carriers and design/distribute RFPs to them
  • Collect, summarize and analyze findings; make recommendations for finalist carriers
  • Effectively negotiate and place insurance coverage to best meet clients’ needs
  • Award business to chosen carrier and artfully manage declination communications to those carriers not selected
  • Maintain and cultivate strong carrier relationships to enhance Willis Towers Watson’s position in the market place
  • Increase efficiency within client teams by identifying ways to improve processes
  • Build relationships internally and collaborate effectively on cross-functional teams
  • Comply with internal compliance and auditing requirements, including the preparation of the Compensation Disclosure for lines of coverage sought and received
  • Contribute to the development of new intellectual capital
  • Size and complexity of clients:
  • Fully-insured and self-insured clients
  • Multi-state
  • Typical size: 500 to 5,000 employees

The Requirements

  • 1-2 years’ experience dealing with the financials of health and benefit plans, ideally gained in a benefit consulting/brokerage firm or health underwriting function of an insurance company; alternatively, some exposure to, and interest in, health and benefits plans
  • Well organized and detail oriented
  • Flexibility and proven ability to identify and resolve issues
  • Strong client service orientation and ability to respond to all communications effectively and in a timely manner
  • Strong written and verbal communication skills
  • Self-starter attitude and ability to work individually and as part of a team
  • Strong analytical, creative and integrative skills
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint
  • State Life and Health license required within 90 days of joining
  • Bachelor’s degree required, preferably with significant quantitative course work
  • Pursuit of CEBS designation, or health and welfare underwriting training desired

EOE, including disability/vets