Job Description
Job Summary:Senior-level position within the Willis New York Human Capital Practice, providing strategic relationship management and consultative services to clients. Works closely with client service and production team to coordinate effective and efficient delivery of client services. Leverages advanced skill set and employee benefits knowledge to design and place insurance services and benefits. Uses understanding of clients’ needs to expand business opportunities and further solidify client relationships.
Essential Duties:
Design and manage all aspects of the placement and service of employee benefits for Willis Clients including but not limited to:
- Comply with Willis Excellence Management (WEM) program
- Manage the implementation of new clients
- Develop program design based on client objectives
- Counsel clients on short- and medium-term strategic planning
- Make recommendations for improving effectiveness of policies and practices, such as strategic planning with clients
- Communicate current trends and advances in each coverage area
- Prepare and analyze benchmarking data for clients
- Demonstrate general knowledge of mergers and acquisitions benefits issues
- Provide detailed analysis of impact of changes delivered by carrier or TPA
- Resolve day-to-day service issues, including eligibility, billing, and claim issues
- Provide consistent client service and answer client policy and coverage questions
- Follow up with clients and other internal employees assigned to the account on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties notified
- Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking
- Coordinate legal review of SPDs, contracts, and legal documents to ensure compliance
- Answer compliance questions (with the help of National Legal Resource Group) and plan interpretation questions (conference calls, meetings, etc.)
- Coordinate 5500 filings information with Willis Government Center
- Manage implementation and maintenance of various Willis products
- Manage policy checking and delivery
- Manage the Renewal/Marketing Process
- Develop & cultivate strong client relations with C-level clients and win client confidence
- Support client retention ratio at or above the WNA Employee Benefits average
- Develop & cultivate strong carrier relationships to enhance Willis position in the market place
- Communicate advanced knowledge of Willis HCP Value Proposition & HCP products & services to support new business
- Identify opportunities to grow account book, i.e. drive additional sales to existing clients
- Lead development of sales materials under direction of producer (RFP and proporsal development, presentation, etc.)
- Mentor Client Service Staff
- All other duties and project work as assigned
Travel:
- Air travel for client meetings required (approximately 10-20 trips per year)
- Drivers license required (for client travel)
Size & Complexity of Clients:
- Fully-insured and self-insured clients
- Multi-state and large (250 - 4,000 employees) clients
- Book Size: $1,200,000+
Job Requirements
Education & Experience:- Bachelors degree required
- Ten or more years of insurance industry experience related to servicing accounts
- Five or more years of analytical work related to employee benefit programs preferred
- State Life and Health license
- CEBS, GBA, PHR, CLU or equivalent a plus
Knowledge, Skills & Abilities:
- Advanced knowledge of: 1) insurance products, 2) bid preparation & analysis, and 3) problem claim resolution, specifically including:
- HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans
- Consumer-driven healthcare, wellness, disease management, and current trends
- Regulatory environment of employee benefits plans
- Life (term, permanent, etc.), LTD, STD, and state-required disability plans
- Expert level knowledge in two or more functional areas
- Underwriting concepts experience
- Funding concepts experience
- Excellent verbal & written communication skills
- Advanced presentation skills
- Project management skills
- Ability to influence and negotiate
- Computer skills, including proficiency with MS Word, Excel, and PowerPoint, as well as Internet navigation
Additional Information:
Additional information on Willis may be found on our web site: www.willis.com
Do more. Be more. Realize your potential.
Willis is an EEO/AA employer who supports Diversity.
Country: USA, State: New York, City: New York, Company: Willis.
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