Analyst

WTW•San Francisco, CA

7d•$80,000 - $110,000•Hybrid

About The Position

The Client Representative provides professional administrative support to the account management team so client work is delivered consistently and efficiently. The role supports day-to-day account activities and partners with account managers to execute client initiatives accurately. It emphasizes teamwork, exceptional service to clients and their employees, and willingness to learn, attention to detail, meeting deadlines, and dependability. The work varies by client and offers opportunities to learn and try new things. The position handles client questions and enrollment matters, compliance deliverables, enrollment processing, eligibility issues, client technology solutions, plan documentation, client communications, and general administration. It may also involve attending client renewal meetings and mentoring or training colleagues on daily tasks. The role requires a resident Department of Insurance Life License, either upon hire or completed within 36 months of the start date. WTW describes its work environment as predominantly hybrid, with remote, in-person, and in-office interactions depending on the needs of the team, role, and clients. The base salary range is $80,000–$110,000 annually, and the role is eligible for an annual short-term incentive bonus.

Requirements

Minimum 1–2 years of benefits experience.
Strong written and verbal communication skills, including public speaking and presentation preparation.
Excellent virtual customer service skills, 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 and respond to coworkers and colleagues.
Ability to 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.
Strong organizational skills and attention to detail, including ability to screen details and identify 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 to be completed within 36 months of the start date.

Nice To Haves

Benefits experience at a brokerage is a plus.

Responsibilities

Handle day-to-day client questions and enrollment inquiries in conjunction with the service lead.
Prepare and distribute compliance deliverables, including 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 within the internal system.
Process carrier and client contact changes by updating carriers and internal systems.
Learn to submit marketing requests in accordance 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.
Complete other tasks, duties, or special projects as assigned.

Benefits

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
AD&D coverage
Group Legal coverage
Identity Theft Protection
Wellbeing Program
Work/Life Resources, including Employee Assistance Program
Paid holidays
Annual paid time off, including state or local paid leave where required
Short-Term Disability
Long-Term Disability
Other leaves, including bereavement, FMLA, ADA, jury duty, military leave, and parental and adoption leave
Paid time off for Washington roles
Qualified contributory pension plan, if eligible
401(k) plan with annual nonelective company contribution
Non-qualified retirement plans for eligible senior-level colleagues
Annual short-term incentive bonus