Sr Employee Benefits Risk Consultant

The role encompasses management of existing portfolio of established Risk & Wellbeing clients, paired with growth and development. Core objectives are comprised of consultancy and advice within an existing client portfolio, connecting clients across WTW networks, identifying growth opportunities and achieving retention and growth targets

This role is home based – with the requirement to travel to local offices and meetings as needed to deliver within role*

In this dynamic role within our Mid Market Health & Benefits Client Management team, you will immerse yourself within a team of thought leaders and industry experts utilising your skills and experience to advise a portfolio of clients. You will have immediate exposure to key WTW clients requiring strategic advice and consulting across their range of health and wellbeing strategies.  The client work will draw upon your creativity as well as your ability to strategically approach clients analyse data, draw conclusions, find solutions, and present results. You will be empowered to identify growth opportunities from across the WTW network, identify and undertake new business pursuits, deliver thought leadership and direction for clients across all sectors, and represent WTW to prospective clients, providers, and partners

The Role

• Provide strategic and consultative advice, broking and day-to-day guidance to clients; across risk and wellbeing strategy
• Supporting clients benefits strategy and development
• Identify, attract, and pursue growth across both existing and new business to WTW; using initiative and sales skills to bring the full value of WTW to clients
• Project manage and oversee the successful renewal process for a portfolio of clients
• Management of own client and prospect portfolio in line with the standards of business practice defined by WTW
• Contribute to the overall business strategy through conceptual ideas and innovation 
• To assess the best products and service options in relation to the requirements of each client. 
• To ensure best advice is given at every stage of the sales/renewal process and adherence to regulatory requirements is observed
• Required to work closely with the support team(s), assisting in the preparation of client reports; ensuring the completed review document accurately reflects the requirements of the client and covers all options available for discussion
• Networking with colleagues from the wider WTW organisation and business partners to identify growth opportunities.
• Strong Provider relationships are essential to management of all existing and prospective clients
• Full compliance with the completion of data entry onto the CRM system; checking sales/performance figures on a monthly basis to ensure that they reflect the jobholder’s performance in according with their target

The Requirements

• Proven experience within the Health and Wellbeing benefits market sector in a client facing, commercial role
• In-depth knowledge of risk/other benefits such as EAP GIP, GLA, Critical Illness, dental flex etc with. Expertise in one or other will be suitable, although strong knowledge to be able to talk across a clients benefits strategy will be required. 
• Consultative and strategic sales professional who can deliver against growth targets
• A good knowledge of relevant products, providers and funding options available in the marketplace
• Attention to detail and ability to work at pace with competing deadlines
• Ability to take new research, thought leadership or concepts to clients and explain their relevance
• IT literacy and an ability to adopt with ease new processes and procedures
• Understanding of the FCA regulations and their impact on the job role, including principles and rules relating to confidentiality, GDPR, TCF etc.  
• A professional and approachable manner with all internal and external clients
• Enhanced abilities in numerical and verbal reasoning; ideally qualified to degree level or equivalent
• Qualified to Cert CII standard, or willingness to attain IF7, GR1 & IF1 modules
• A strong influencer and negotiator whose skills can be encouraged in others.

Needs to be willing to

• Undertake travel; including visiting client sites and WTW offices is essential
• Overnight stays may be required from time to time
• Entertain clients and providers to establish and further develop key business relationships
• If required, attend industry events as a representative of WTW whilst adhering to the professional and ethical codes of conduct of the organisation.

What to expect from us

• Exposure to key strategic WTW clients
• A collaborative culture; with strong professional excellence standards
• Commitment to career development; supported by stretching projects and exposure to senior leaders and key clients
• Significant autonomy and accountability for own success
• We support flexible working and will consider requests for such working arrangements

Equal Opportunity Employer

Here at WTW, we celebrate diversity - we are an equal opportunity employer. We are committed to ensuring that our recruitment process is fair and inclusive. If you require any adjustments or support to participate in the interview process, please let us know. We are happy to make reasonable accommodations to ensure everyone has an equal opportunity to showcase their abilities and experience.