Willis Towers Watson

Account Executive

Posted on May 3 Irvine, CA 156 views

Our Health and Benefits Account Executives play the critical role of lead consultant and strategist with our largest, most sophisticated clients in the Brokerage & Advisory space. They drive 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 role is extremely visible, and provides the opportunity to leverage one’s client, executive, business development, and benefits skills with one of the world’s leading benefits advisory firms.


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

The Role:

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

  • Play a key role in growing relationships with 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 service

  • Develop and lead open enrollment process including communications strategy, collateral development, vendor implementation, and conducting open enrollment meetings

  • Work with Sr. Client Manager to develop project plans, assemble teams for delivery on client projects, and ensure delivery against project goals

  • Work with Sr. Client Manager in ensuring completion of reports and administrative actions for clients such as Form 5500 filings, policy checking and delivery, SPDs, etc.

  • 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:

  • 10+ years of strategic health and welfare strategy and account management experience for large, complex, multi-state clients

  • 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

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

  • Proven experience managing large, complex clients and creating/implementing client service solutions

  • Proven experience managing multiple teams delivering on client projects

  • 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

  • Bachelor’s Degree required

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

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

EOE, including disability/vets

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