Lead Associate, Benefits Advisory

The Role

The role is part of the Health & Benefits line of business reporting to the Head of Benefits Advisory

Key responsibilities:

• Develop and maintain a deep understanding of the employee benefits market; develop new solutions and plans to maintain market competitiveness.

• Develop and maintain a deep understanding of WTW H&B products, solutions, and technology within the Country, and know what is available within the Region and Globally.

• Develop and maintain an understanding of WTW’s Lines of Business (LOBs) outside Health & Benefits, and initiate cross-LOB sales and collaboration.

• Have a clear understanding of the Global, Regional, and Local Value Propositions of the H&B business.

• Provide support to the Business Development Team including but not limited to:

  • Assistance in the completion of Request for Proposal (RFP) requirements
  • Assistance in preparing presentation decks and proposals for prospect clients
  • Assistance in updating and maintaining D365
  • Assistance in submitting regional deliverables for specific clients

Performance Objectives:

Financial

• Identify and target appropriate client segmentation to develop sales value proposition; adopt solution-based sales approach to win new clients 

• Build relationships with internal and external sources to maximize the penetration of key target accounts

• Achieve clear goals of business development activities and revenue generation

Clients

• Ensure that the local market is aware of WTW’s intellectual capital and use the knowledge to engage with Clients and Prospects

• Ensure a thorough and deep understanding of a Prospect through research and a needs analysis with the correct points of contact

• Act as a trusted advisor, providing insights on market trends and regulatory changes impacting benefits programs

Excellence

• Implement quality assurance frameworks for all deliverables to maintain consistency and compliance

• Champion digital transformation by leveraging technology for efficiency.

• Consistently perform technical review of work products

• Ensure timely and complete Compliance and Delivery of projects based on agreed timelines with the client

• Consistently use Sales Tools mandated by the region; completely understand and maximize the use of these

People

• Foster a culture of collaboration across Health & Benefits and other Lines of Business

• Ensure self-learning through WTW internal and external publications, learning sites, and attendance at learning sessions

• Mentor and coach team members to build technical expertise and consultative selling skills

• Drive knowledge-sharing initiatives such as internal webinars and best-practice documentation

The Requirements

• 5+ years of experience in the consulting space.

• If candidate has no experience in consulting, then preference is given to those that have experience in analytical/technical work and/or those with college degrees in Mathematics, Applied Mathematics, Statistics, Economics, and related degrees.

• Strong proficiency in MS Office (Excel, Word, PowerPoint). Working knowledge of Python, SQL, and/or data visualization tools (e.g., Tableau, Power BI) is an advantage.

• Strong analytical, problem-solving, critical thinking, and creative skills.

• Polished and well-developed oral and written communication skills.

• Ability to quickly learn WTW’s capabilities, strategic plans, and business objectives.

• A strong commitment to the highest standards of professional conduct.

• Flexible, adaptable, with strong interpersonal and team skills.

• Ability to organize and prioritize to successfully meet deadlines.

WTW is an Equal Opportunity Employer