- Understand client's needs and can identify products and services to support needs
- Understanding of, and ability to, effectively articulate carrier specific strengths and weaknesses
- Identify target carriers/vendors and design/distribute bid requests (RFP)
- Manage follow-up questions/request from the carriers/vendors
- Collect, summarize and analyze proposal findings; make recommendations for finalist carriers
- Manage placement (renewal/marketing) deliverables for WTW clients with a strict adherence to stated deadlines
- Enter data accurately into pre-established formats for analysis as required
- Support communication efforts to clients (renewal / stewardship meetings, etc.) relative to placement
- Increase efficiency within client teams by identifying ways to improve processes
- Build relationships internally and collaborate effectively on cross-functional teams
- Receive training from experienced consultants and assist to review client needs
- Comply with internal excellence and compliance requirements
- Experience dealing with the financials of health and benefit plans, ideally gained in a benefit consulting/brokerage firm or at a health insurance company, preferred; alternatively, some exposure to, and interest in, health and benefits plans
- Knowledge of Fully-insured arrangements and exposure to self-funded funding arrangements, including stop loss contracts and provisions
- Well organized and detail oriented
- Flexibility and proven ability to identify and resolve issues
- Strong client service orientation and ability to respond to all communications effectively and in a timely manner
- Excellent written and verbal communication skills
- Self-starter attitude and ability to establish priorities, work independently
- Strong analytical, creative and integrative skills
- Excellent Microsoft Office skills, particularly in Excel and PowerPoint
- State Life and Health license required within 90 days of joining
- Bachelor's degree preferred
- Pursuit of CEBS designation, or health and welfare underwriting training desired
- 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).
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Associate - Placement Specialist - Dallas, United States - WTW inc.
Description
This is a hybrid position allowing for flexible working. Candidates located in the following locations will be considered:
Austin, TX, Denver, CO, Houston, TX, Irvine, CA, Seattle, WA or Tempe, AZ
Collaborate in the financial and associated funding strategy for group medical, pharmacy, stop loss, dental, vision, life and disability plans, among others. In the context of that strategy:
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $70,000 - $81,120 USD.
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):
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.