Health & Benefits Financial / Analytical Associate Director

As an Associate Director Financial, Actuarial, Analytics & Placement (FAA&P), you will be a key member of the team providing leadership, strategy and deep financial and technical expertise. You will lead a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer group benefit programs including medical, dental, life, disability, and optional benefits. You will interface with carriers, vendors, and partner with client service teams to deliver complex analyses to clients, ensuring quality standards are met. You will communicate analytical strategies and results that effectively drive client action and improve plan performance and will have the opportunity to work on cutting edge projects alongside leaders in the country.

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

The Role

• Leads clients’ financial engagements for a portfolio of small-to-medium clients and/or significantly contributes to large clients

• Demonstrates clear understanding of the FAA&P services and advanced knowledge in all aspects of benefit plan design, underwriting/funding, analytics and post-retirement / employment concepts

• Leads and/or supports new business, expansion and cross-selling activities for all financial, analytics, actuarial and Placement services and products

• Has advanced experience across all benefit programs’ FAA&P activities

• Partners with the Client Services Team (CST) to communicate FAA&P concepts, strategies and results that effectively drive client action and improve plan performance; by preparing teams for meetings or directly co-presenting in meetings 

• Guides assigned team resources on deliverables based on client need, provides leadership to more junior colleagues on FAA&P concepts, strategies and tools

• Significantly contributes to clients’ benefits and funding strategies by leading the entire carrier/vendor bid, procurement, and negotiation process for medium/large-sized clients; partners with senior colleagues on highly complex clients

• Leverages advanced knowledge of industry trends, available products/solutions and carrier/vendor differentiators to inform and influence clients’ placement strategies

• Attends market account planning meetings to understand potential placement activity

• Develops and maintains ongoing relationships with employers’ and carrier/vendors’ primary contacts to build and enhance WTW and Health and Benefits' brand

• Can identify opportunities to create tailored solutions for clients with complex service needs, and opportunities to increase revenue growth through additional financial and/or risk solutions

• Demonstrates strong knowledge of emerging market trends

• Understands clients’ needs and preferences; anticipates questions in advance and identifies solutions

• Provides final or senior quality reviews for all types of FAA&P deliverables​

• May have a formal leadership role as people manager, team lead, and so on or role in developing FAA&P IC

• Anticipates and identifies opportunities for placement operational efficiencies

• 10+ years’ experience and success ideally gained in a benefit consulting / brokerage firm or health underwriting / actuarial function of an insurance company

• Proven ability to lead and manage multiple deliverables simultaneously and produce quality deliverables on time and within budget

• Proven experience creating project plans and successfully leading teams in execution of the project against plan guidelines 

• Strong financial skills and knowledge of benefit program products & services, underwriting and funding concepts

• Experience with both traditional and flexible benefit programs – design elements, renewal pricing, analysis, risk assessment, negotiations, RFP process and analysis

• Strong analytical and critical thinker with experience working with data, leading insights to draw conclusions

• Desire and ability to expand relationships with clients 

• Proven ability to identify and resolve issues with limited information 

• Polished and well developed written and verbal communication skills

• Self-starter attitude, curious with an ability to work independently and as part of a team

• Creative and integrative skills

• Flexibility and proven ability to identify and resolve issues 

• Experience in leading and training/mentoring junior staff

• Excellent Microsoft Office skills, particularly in Excel and PowerPoint

• Life and Health license required within 180 days of joining

• Availability to travel on as needed basis 

• Relevant experience and/or university degree 

Compensation

The base salary compensation range being offered for this role is $110,000 CAD -$150,000 CAD per year.

This role is also eligible for overtime, an annual short-term incentive bonus, and performance-based recognition awards.

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer