Willis Towers Watson

Health and Benefits Client Manager

Posted on Apr 26 San Francisco, CA 120 views

In this role you will play a key role in management of health and welfare benefit plan client accounts. You will work on complex client projects and troubleshoot/resolve complicated client service issues. You will have significant client facing responsibilities, including serving as the day to day lead for some clients. You will have the opportunity to significantly grow your business acumen and client management skills in the health and welfare benefits field.

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

The Role




  • Maintain and cultivate client relationships at all levels, seeking to understand their human capital needs and articulating Willis Towers Watson’s employee value proposition, products, services and resources.

  • Contribute to employee benefit strategy: Analyze employee benefit programs and make recommendations to improve effectiveness of clients’ employee benefits programs/design, policies and practices

  • Assist in driving the renewal/marketing process including gathering vendor/client information, preparing and analyzing benchmark data, communicating trend to clients, developing RFP and client proposal and recommendations; etc.

  • Facilitate new client onboarding including accounting/tracking systems set-up, collection of relevant data, etc.

  • Opportunities to contribute to the sales process for prospective clients including value proposition creation, RFP/proposal development, etc.

  • Proactively advise clients and provide consistent client service to clients, resolving day to day service issue (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA, etc.)

  • Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)

  • Manage completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, certificates, etc.

  • Understand, articulate and implement key Willis Towers Watson value-added resources (legal resources/file 5500’s; employee benefit brochures and communications; etc.)

  • Contribute to the client open enrollment process including preparing materials and presentations, organizing and conducting employee meetings, proofing contracts, updating internal systems, etc.

  • Maintain and cultivate strong carrier relationships to enhance Willis Towers Watson’s position in the marketplace, including understanding and articulating current product offerings, trends and coverage options. 




The Requirements




  • Associates or Bachelor’s level degree preferred; Insurance degree a plus. HS Diploma required.

  • State Life and Health license required

  • 2-3+ years of health and welfare account management experience including some underwriting or analytical experience desired

  • Technical knowledge of health and welfare employee benefit plan design, insurance products, current trends and regulatory environment desired

  • Ability to proactively understand client’s human capital needs and present/facilitate solutions

  • Proven experience managing multiple projects simultaneously and producing quality deliverables on time and within budget. Ability to work with several team players

  • Excellent verbal and written communication skills including presentation skills

  • Team player who takes initiative, is resourceful and is self-motivated to continuous learning and development.

  • Computer skills which include proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet



EOE, including disability/vets

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