About The Position

This role supports growth of voluntary insurance consulting opportunities in the eastern regions of the United States. As a subject matter expert, the position focuses on new-business sales and marketing, voluntary benefit products, service design, and ongoing management of WTW clients. The role executes and continually refines a growth and sales strategy, while developing the infrastructure for client delivery through consultant training, internal collaboration across lines of business, and coordination with external partners and carriers. The position leads client engagements and regional sales efforts, develops client-specific growth and expansion plans, and serves as a senior escalation point. It also coordinates with Voluntary Benefits Operations to maintain service quality, negotiates profitable service fees or commissions, mentors colleagues, and builds relationships with internal and external stakeholders. Travel availability of 15–30% is required, depending on seasonal business development.

Requirements

  • At least 6 years of experience and success designing or managing voluntary benefit plans in a consulting, brokerage, or carrier environment.
  • Proven ability to generate revenue.
  • Track record of success managing middle-market client relationships.
  • Ability to recognize and diagnose issues, work in teams, and leverage resources from related practices to address client challenges.
  • Executive presence and polished, well-developed written and oral communication skills.
  • Superior ability to influence and collaborate with senior management and work across all levels of an organization.
  • Interest and aptitude in keeping abreast of developments in health and welfare plan strategy and contributing to new tools and approaches.
  • Availability to travel 15–30%, depending on seasonal business development.
  • Bachelor’s degree required.
  • Valid insurance license, or willingness to obtain one.

Responsibilities

  • Lead and manage multiple client engagements.
  • Drive regional voluntary benefits insurance consulting sales and marketing efforts.
  • Lead development of optimal project and expansion solutions for clients.
  • Create client-specific business plans to meet growth, retention, and expansion goals.
  • Serve as a senior-level escalation point for client and operational issues and drive solutions.
  • Coordinate with the Voluntary Benefits Operations team to ensure service levels meet or exceed client expectations and professional excellence standards.
  • Ensure the quality of deliverables and adherence to critical deadlines through effective communication.
  • Negotiate with clients and carriers for efficient service delivery at profitable fee or commission levels.
  • Ensure the full scope of services is priced appropriately for client expansion opportunities.
  • Mentor and provide feedback to other team members.
  • Build relationships with internal and external resources.
  • Participate in an annual performance management process.
  • Develop infrastructure supporting client delivery, including training Health and Benefits consultants, cross-line-of-business collaboration, and coordination with external partners and carriers.
  • Execute and refine a growth and sales strategy, including ongoing refinement of the product strategy.

Benefits

  • Annual short-term incentive bonus.
  • Mental health and emotional wellbeing resources, including an Employee Assistance Program.
  • Medical insurance, including prescription drug coverage and fertility benefits.
  • Dental insurance.
  • Vision insurance.
  • Health Savings Account.
  • Commuter Accounts.
  • Health Care and Dependent Care Flexible Spending Accounts.
  • Company-paid life insurance and supplemental life insurance.
  • AD&D, group accident, and group critical illness coverage.
  • Group legal services and identity theft protection.
  • Wellbeing program.
  • Adoption assistance and surrogacy assistance.
  • Auto and home insurance and pet insurance.
  • Other work/life resources.
  • Paid holidays and annual paid time off, including paid state or local leave where required.
  • Short-Term Disability and Long-Term Disability.
  • Other leave benefits, including bereavement, FMLA, ADA, jury duty, military, parental, and adoption leave.
  • Contributory Pension Plan and Savings Plan (401k).
  • Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
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