Lead Associate, Benefits Advisory
Taguig, Metro Manila, Philippines
Lead Associate, Benefits Advisory
- 202509041
- Taguig, Metro Manila, Philippines
Description
The Role
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.
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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
Qualifications
The Requirements:
- Excellent ability to communicate ideas effectively and participate in engaging discussions with management, clients and the team
- Strong focus on customer service
- Good oral and written communication skills, good presentation skills
- Deep knowledge of national and local H&B vendor marketplaces
- Technical proficiency in multiple H&B practice disciplines
- Broad understanding of compliance issues related to local legislation
- Proficiency in Microsoft Office (especially Excel, Word and PowerPoint, knowledge of Macros and MS Access is a plus);
- 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 deadline
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Requires a bachelor’s degree in a relevant field, along with strong analytical and communication skills.
WTW is an Equal Opportunity Employer
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