Employee Benefits Project Manager

The Employee Benefits Project Manager specializes in employee benefits analysis for the WTW Alternative Asset Insurance Solutions (AAIS) Group. The AAIS Group provides due diligence services for private equity firms, evaluating the costs, liabilities and exposures of potential acquisitions, which are sourced by AAIS 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.

The Role

• 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

• BS/BA Degree required
• Three 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, ACA, 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 Power Point

Growth Opportunity

• Develop differentiated analytical and technical employee benefits analysis and reporting skills
• Exposure and communication to multiple constituencies
• Immersion in AAIS Group to learn due diligence skills and mechanics of private equity investments
• Role progression leads to ancillary project opportunities or specializations

Compensation

The base salary compensation range being offered for this role is $75,000– $150,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in- office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets