Willis Towers Watson

Sr. Health and Benefits Client Manager

Posted on May 3 Irvine, CA 103 views

The Role:



Our Sr. Health and Benefits Client Managers play the critical role of lead consultant and strategist with mid-size clients in the Brokerage & Advisory space. They drive health and benefit plan design and are ultimately responsible for client satisfaction. They also partner with Producers to acquire new clients and grow relationships with current ones. This is a highly visible, critical role that grows one’s benefits acumen, and client and project management expertise with one of the world’s leading benefits advisory firms.


  • Proactively drive discussions around health and benefit plan performance and design: Monitor trend and make recommendations to improve effectiveness of employee benefit program/design

  • Play a key role in growing relationships with current clients by recommending enhancements to benefit plan or broader rewards program design

  • Collaborate with Producers in new client acquisition by serving as the client service/technical SME in prospect discussions, and leading the RFP/value proposition process

  • Proactively advise clients around service issues; develop and implement processes and policies to improve overall client delivery

  • Drive open enrollment process including developing communications strategy and related collateral, leading vendor implementation, and conducting open enrollment meetings

  • Collaborate with Account Executives in managing relationships with the largest clients

  • Project manage completion of reports and administrative actions for clients such as Form 5500 filings, policy checking and delivery and SPDs

  • Maintain and cultivate strong carrier relationships

  • Mentor and develop junior colleagues

  • Understand, articulate and implement key Willis Towers Watson value-added resources and intellectual capital; contribute to develop of new tools and approaches



The Requirements:




  • 7+ years of strategic health and welfare strategy and account management experience

  • Deep knowledge of current H&W plan design approaches, insurance products, regulatory environment, etc., and ability to understand client’s needs in context of broader HR strategy

  • Proven experience managing self-funded clients with at least 500 lives, addressing their client service needs, and creating/implementing long term solutions

  • Strong experience in growing new revenue with current clients as well as contributing to new client acquisition

  • Proven experience developing project plans and managing teams against project plan parameters

  • Excellent verbal and written communication skills including executive level presentation skills

  • Strong ability to coach and develop more junior level associates

  • Team player with intellectual curiosity and desire to help WTW grow its tools, resources and capabilities

  • Strong computer skills including Microsoft Office (Word, Excel and Power Point), and ability to learn new technologies and recommend new technology solutions

  • Associates or Bachelor’s level degree preferred

  • State Life and Health license required within 90 days of joining

  • Professional Certification (CEBS, GBA, PHR, SPHR, etc.) preferred



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

EOE, including disability/vets

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