Voluntary Benefits - Sales Support and Account Management

Our Health and Benefits business helps large and mid-size clients control health and welfare plan costs, improve health outcomes and promote employee engagement through broad-based, state-of-the-art interventions. We provide solutions encompassing creative plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation support, compliance and governance strategies. We also provide Specialty consulting services including clinical/health management program design, pharmacy solutions, disability/absence management strategies and claims audit services. Product based solutions such as our pharmacy purchasing coalition round out our broad-based suite of offerings. 

As a Sales Support and Account Management in the Voluntary Benefits (VB) Practice, you will be responsible for supporting VB business development team helping with both inforce client stewardship and new prospect support. This role is responsible for the execution of various aspects of the voluntary benefits client account process for large -market clients and will be a subject matter expert in one or more areas within the VB Team. This role collaborates with the new business develop team along with the VB Business Development Support Team to ensure successful internal and external client experiences.

Performance Objectives:

Clients

• Kead and manage multiple client projects
• Help manage the overall account of inforce client which can include but not be limited to:
  • Scheduling client meetings
  • Work with carriers to obtain necessary data for client reporting
  • Prepare client reports 
  • Work on inforce issues with client/carriers
  • Review / manage commission information
• Work with director on strategy and help prepare information for client meeting
• Support New Business Development in the strategic assessment and sales preparation for client prospects

Excellence

• Prioritize and execute key tasks
• Assist in resolving project issues and escalations
• Drive documentation and audit process 

Financial

• Review / manage commission information
• Reconcile commissions and revenue to plan

People

• Build relationships with internal and external resources
• Share feedback with sales team

The Requirements

• Minimum 6 years in insurance industry
• Bachelor’s degree in business or related field
• Hold a valid insurance license or be willing to obtain
• Practical knowledge of Voluntary Benefits market
• Ability to work independently and collaboratively
• Service-oriented mindset
• Ability to travel – approximately 20%
• This role will be on a remote set-up

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 base 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 $110,000-$120,000 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 pai