Senior Associate

2 months ago

Tempe, United States Willis Towers Watson Full time
Job Description

As a Health and Benefits Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions.

Responsibilities

Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:
  • Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and quality standards; and serving as day to day contact for clients
  • Proactively advising clients and providing superior client service
  • Contributing to the creation of benefit plan analysis, design, cost savings and funding strategies
  • Playing a key role in vendor procurement, negotiation, implementation, and optimization activities
  • Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary
  • Ensuring client compliance adherence by managing completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions and certificates
  • Engaging specialist resources and subject matter experts in health management, absence and disability management, pharmacy, data analytics and compliance
  • Reviewing financial analyses including but not limited to developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
  • Supporting the generation of new business by participating in prospecting opportunities as part of a broader team
  • Building relationships internally and collaborating effectively on cross-functional teams
  • Mentoring junior colleagues


Qualifications

The Requirements
  • 6+ years' experience in the design/management of health and welfare plans gained in a consulting or brokerage environment or similar experience in a consultative role gained at a carrier or vendor
  • Strong financial skills; prior experience in health and welfare product pricing, underwriting or valuation work preferred
  • Desire and ability to expand relationships with current clients
  • Polished and well developed oral and written communication skills
  • Self-starter attitude and ability to work independently and as part of a team
  • Flexibility and proven ability to identify and resolve issues
  • Strong analytical, creative and integrative skills
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint
  • State Life and Health license required within 90 days of joining
  • CEBS designation, or health and welfare actuarial or underwriting training desired

EOE, including disability/vets

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state /local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave).

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior level roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

  • Tax Senior Associate

    3 weeks ago

    Tempe, United States Baker Tilly Virchow Krause Full time

    Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior Asso Tax, Associate, Senior, Accounting, Skills, Microsoft

  • Senior Tax Associate

    2 weeks ago

    Tempe, United States gpac Full time

    Job Description A growing regional Arizona firm is looking to add a Tax Senior to their team! This company offers an incredible work-life balance as they close early on Fridays in the summers, Saturdays off during the busy season and have the opportunity to work remotely. If you want to join a company that has a strong training program, an innovative...

  • Senior Associate Relations Specialist

    4 days ago

    Tempe, Arizona, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and experienced Associate Relations and Business Development Specialist to join our team at Edward Jones. As a key member of our organization, you will play a critical role in supporting the development and implementation of strategies to enhance associate engagement and drive business growth.Key...

  • In-Home Caregiver Associate

    4 weeks ago

    Tempe, United States Senior Helpers - Tempe Full time

    Job DescriptionJob DescriptionWe Pay Top Dollar for Top Talent. Find a long-term Career with Senior Helpers. It’s more than just a job!  We are looking for YOU to make a difference in someone's life!Senior Helpers is the first national in-home care company to be recognized as a Great Place to Work!   Senior Helpers was founded in 2002 with a...

  • In-Home Caregiver Associate

    3 months ago

    Tempe, United States Senior Helpers - Tempe Full time

    Job DescriptionJob DescriptionWe Pay Top Dollar for Top Talent. Find a long-term Career with Senior Helpers. It’s more than just a job!  We are looking for YOU to make a difference in someone's life!Senior Helpers is the first national in-home care company to be recognized as a Great Place to Work!   Senior Helpers was founded in 2002 with a...

  • Senior Associate Relations Consultant

    2 weeks ago

    Tempe, Arizona, United States Edward Jones Full time

    Job OverviewAs a pivotal member of the People Function, the Senior Associate Relations Consultant plays a crucial role in supporting Canada by serving as the expert advisor and consultant to all levels of leadership, including Directors and General Partners, on intricate and sensitive associate relations and business challenges.This position is full-time and...

  • Tax Senior Associate

    14 hours ago

    Tempe, United States Baker Tilly Advisory Group, LP Full time

    OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Tax Senior Associate

    3 weeks ago

    Tempe, United States Baker Tilly US, LLP Full time

    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Senior Associate, Tax

    6 days ago

    Tempe, Arizona, United States KPMG-UnitedStates Full time

    About the RoleKPMG-UnitedStates is seeking a highly skilled Senior Associate, Tax - Renewable Energy Expert to join our Accounting Methods and Credit Services practice. As a key member of our team, you will play a critical role in helping our clients navigate the complex world of federal tax credits and incentives.Key ResponsibilitiesDevelop and provide...

  • Senior Associate, Tax

    3 months ago

    Tempe, United States KPMG-UnitedStates Full time

    Business Title:Senior Associate, Tax - AMCS (Renewable Energy)Requisition Number:108566 - 10Function:Tax ServicesArea of Interest:State:CACity:San DiegoDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive...

  • Tax Senior Associate

    4 days ago

    Tempe, Arizona, United States Baker Tilly US, LLP Full time

    About Baker Tilly US, LLPBaker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.Job SummaryWe are seeking a Tax Senior Associate to join our team as a trusted business advisor, providing...

  • Tax Advisory Senior Associate

    1 week ago

    Tempe, Arizona, United States Jobot Full time

    Join Jobot as a Senior Tax Consultant and make a meaningful contribution to our thriving CPA firm.About Us:At Jobot, we prioritize our team members, which translates into outstanding experiences for our clients. Our commitment to our people and clients has established a reputation that draws in premier clients who select us as their trusted firm.Why Work...

  • Audit Senior Associate

    2 months ago

    Tempe, United States Baker Tilly US, LLP Full time

    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Senior Associate in Non-Profit Auditing

    2 weeks ago

    Tempe, Arizona, United States Baker Tilly US, LLP Full time

    Position Overview:Baker Tilly US, LLP is a prominent advisory, tax, and assurance firm that offers clients a distinct advantage across various regions in the U.S. and in leading global financial hubs. We provide professional services through a unique practice structure, adhering to the AICPA Code of Professional Conduct and relevant laws and standards. As a...

  • Tax Senior Associate, Estate and Administrative Trust Specialist

    1 day ago

    Tempe, Arizona, United States KPMG Full time

    About the RoleKPMG is seeking a highly skilled Tax Senior Associate, Estate and Administrative Trust to join our Tax Services team.Key ResponsibilitiesPrepare, review, and analyze fiduciary income tax returns for administrative trusts and estates, including Form 1041 for Administrative Trusts and Estate, Form 706 United States Estate (and Generation-Skipping...

  • Senior Associate Relations Specialist

    3 days ago

    Tempe, Arizona, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and experienced Associate Relations Specialist to join our team at Edward Jones. As a key member of our People Function, you will serve as an expert advisor and consultant to all levels of leadership, including Directors and General Partners, on complex and sensitive associate relations and business...

  • Senior Associate Relations Specialist

    1 month ago

    Tempe, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Senior Associate Relations Specialist

    1 month ago

    Tempe, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Senior Associate in Non-Profit Auditing

    2 weeks ago

    Tempe, Arizona, United States Baker Tilly US, LLP Full time

    Position Overview:Baker Tilly US, LLP is a prominent advisory, tax, and assurance firm that offers clients a distinct advantage across the United States and in key global financial hubs. Our firm operates under a unique practice structure in compliance with the AICPA Code of Professional Conduct and relevant regulations. As a licensed independent CPA firm,...

  • Non-Profit Audit Senior Associate

    2 months ago

    Tempe, United States Baker Tilly US, LLP Full time

    Overview: Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...