Willis Towers Watson

Employee Benefits Project Manager

Posted on Jul 8 New York, NY 2 views

The Role

The Employee Benefits Project Manager specializes in employee benefits analysis for the WTW M&A Group. The M&A Group provides due diligence services for private equity firms, evaluating the costs, liabilities and exposures of potential acquisitions, which are sourced by M&A Group Producers. This position leads the entire employee benefits due diligence process from initial engagement through deal close, creating the diligence report and delivering the report to our private equity clients.

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


  • Management of all aspects of employee benefits due diligence

  • Detailed analysis and commentary on employee benefit programs for mid-size companies

  • Assessment and analysis of plan documents, financial data, communications and government filings (i.e., Form 5500)

  • Creation of detailed financial reports using WTW formats

  • Drafting and delivery of due diligence reports

  • Assist in sales process to secure broker of record assignment for WTW post-closing

The Requirements

Knowledge, Skills and Abilities

  • Bachelor of Science/Bachelor of Arts degree required

  • Five or more years of employee benefit brokerage/consulting experience

  • Comprehensive knowledge of insurance products and concepts, specifically include the following:

    • All health & welfare benefit plans: Medical, Dental, Life, LTD, STD, Vision

    • Underwriting and plan funding strategies

    • Regulatory environment of employee benefits plans, PPACA, ERISA, HIPAA

  • Critical skill set includes:

    • Excellent organizational and analytical skills are required

    • Strong verbal and written communication skills

    • Capacity to work in a fast-paced environment

    • Intermediate proficiency with Microsoft Word, Excel and PowerPoint

Growth Opportunity

  • Develop differentiated analytical and technical employee benefits analysis and reporting skills

  • Exposure and communication to multiple constituencies

  • Immersion in M&A Group to learn due diligence skills and mechanics of private equity investments

  • Role progression leads to ancillary project opportunities or specializations


  • Air travel may be required (typically up to 6 trips per year; usually day trips or one night stay)

  • Driver's license required for travel

Additional information on WTW may be found on its web site:



WTW may be subject to mandatory employment-related COVID-19 vaccination requirements. Therefore, to the extent any such mandates apply, you may be required to certify and provide documentation of full vaccination against COVID-19 if you are hired in the U.S. If you accept an offer from WTW and are subject to a mandate but are unable or unwilling to be vaccinated because of medical reasons or sincerely-held religious beliefs, you may request a medical or religious accommodation. If you require an accommodation, the Company will evaluate your request and work with you to identify reasonable alternatives to vaccination, if available.

EEO, including disability/vets

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