Analyst

WTW•San Francisco, CA

3d•$80,000 - $110,000•Hybrid

About The Position

The Client Representative position provides professional administrative support to the account management team, helping deliver consistent and efficient client service. The role supports day-to-day account activities and partners with account managers to execute client initiatives accurately. It calls for strong organization and interpersonal skills, dependable follow-through, attention to detail, and willingness to learn. Work varies by client and involves collaborating as a team to provide exceptional service to clients and their employees. The position handles client questions and enrollment inquiries, prepares compliance deliverables and client communications, manages enrollment processing and technology solutions, and supports compliance, plan documentation, administrative, and project tasks. It may also involve participating in client renewal meetings and mentoring or training junior colleagues. The role requires at least 1–2 years of benefits experience and a Resident Department of Insurance Life License, either already held or completed within 36 months of the start date. Benefits experience at a brokerage is a plus.

Requirements

Minimum 1–2 years of benefits experience.
Strong written and verbal communication skills, including public speaking and presentation preparation.
Excellent customer service in a virtual setting, including listening without interrupting, speaking clearly and audibly, and responding calmly and professionally.
Proficient knowledge and use of Microsoft Office, including intermediate-complexity features.
Ability to learn and adopt technology systems and software applications.
Ability to work well with others in a fast-paced environment, respond to colleagues, and work independently with minimal direction.
Adaptability and flexibility in responding to client and team needs.
Ability to ask questions, take initiative, and use available resources and tools.
Strong time-management skills and ability to manage competing priorities and high volumes of work.
Strong organizational skills and attention to detail, including identifying potential discrepancies.
Ability to review internal and external deliverables for accuracy.
Basic project-management skills and systems knowledge.
Ability to build relationships and trust with clients, carriers, and colleagues.
Curiosity and willingness to learn industry knowledge and trends.
Resident Department of Insurance Life License required, or must be completed within 36 months of the start date.

Nice To Haves

Benefits experience at a brokerage.

Responsibilities

Handle day-to-day client questions and enrollment inquiries in conjunction with the service lead.
Prepare and distribute compliance deliverables, including Form 5500s, SPD wraps, annual notices, and ACA materials.
Manage or respond to escalated and complex client issues with guidance from the service lead.
Manage enrollment processing and resolve eligibility and enrollment issues.
Manage client technology solutions in coordination with the technology team.
Stay current on compliance trends and ensure timely delivery of client notices.
Review plan documents and benefit attributes for accuracy and manage them in the internal system.
Process carrier and client contact changes by updating carriers and internal systems.
Learn to submit marketing requests in compliance with established marketing standards.
Perform or manage outsourcing of tasks such as billing audits, data entry, SPD wraps, and contract reviews.
Prepare client communications, including open enrollment materials, new hire guides, and compliance documents, using available tools and templates.
Perform general administration and data entry as directed by the Manager, Client Services.
Occasionally attend and participate in client renewal meetings.
May mentor and train the next level down on daily tasks.
Perform other tasks, duties, or special projects as assigned.

Benefits

Annual short-term incentive bonus eligibility.
Medical insurance, including prescription coverage.
Dental insurance.
Vision insurance.
Health Savings Account.
Commuter Account.
Health Care and Dependent Care Flexible Spending Accounts.
Group Accident coverage.
Group Critical Illness coverage.
Life insurance and AD&D.
Group Legal coverage.
Identity Theft Protection.
Wellbeing Program and Work/Life Resources, including an Employee Assistance Program.
Paid holidays and annual paid time off, including state or local paid leave where required.
Short-Term Disability and Long-Term Disability.
Other leaves, including bereavement, FMLA, ADA, jury duty, military, parental, and adoption leave.
Qualified contributory pension plan, if eligible.
401(k) plan with annual nonelective company contribution.
Non-qualified retirement plans for eligible senior-level colleagues.