Description
Step into a dynamic role within our Mid Market Health & Benefits Client Management team, where you'll work alongside industry experts and thought leaders to advise a portfolio of key WTW clients. You'll apply your creativity and strategic insight to shape health and wellbeing strategies, analyse data, draw actionable conclusions, and deliver impactful solutions. Empowered to identify growth opportunities, drive new business pursuits, and provide thought leadership, you'll represent WTW to clients, providers, and partners—making a tangible difference across sectors while advancing your career.
This role is home based – with the requirement to travel to local offices and meetings as needed to deliver within role
The Role
Key Responsibilities
* Provide strategic and consultative advice, broking and day-to-day guidance to clients; across health and wellbeing strategy
* Supporting clients benefits strategy and development
* Identify, attract, and pursue growth across both existing and new business to WTW; using initiative and sales skills to bring the full value of WTW to clients
* Project manage and oversee the successful renewal process for a portfolio of clients
* Management of own client and prospect portfolio in line with the standards of business practice defined by WTW
* Contribute to the overall business strategy through conceptual ideas and innovation
* To assess the best products and service options in relation to the requirements of each client.
* To ensure best advice is given at every stage of the sales/renewal process and adherence to regulatory requirements is observed
* Required to work closely with the support team(s), assisting in the preparation of client reports; ensuring the completed review document accurately reflects the requirements of the client and covers all options available for discussion
* Networking with colleagues from the wider WTW organisation and business partners to identify growth opportunities.
* Strong Provider relationships are essential to management of all existing and prospective clients
* Full compliance with the completion of data entry onto the CRM system; checking sales/performance figures on a monthly basis to ensure that they reflect the jobholder's performance in according with their target
Qualifications
The Requirements
* Proven experience within the Health and Wellbeing benefits market sector in a client facing, commercial role
* In-depth knowledge of risk/other benefits such as PMI, Dental, Cash plan, EAP, whole of workforce solutions, flex etc with. Expertise in one or other will be suitable, although strong knowledge to be able to talk across a clients benefits strategy will be required.
* Consultative and strategic sales professional who can deliver against growth targets
* A good knowledge of relevant products, providers and funding options available in the marketplace
* Attention to detail and ability to work at pace with competing deadlines
* Ability to take new research, thought leadership or concepts to clients and explain their relevance
* IT literacy and an ability to adopt with ease new processes and procedures
* Understanding of the FCA regulations and their impact on the job role, including principles and rules relating to confidentiality, GDPR, TCF etc.
* A professional and approachable manner with all internal and external clients
* Enhanced abilities in numerical and verbal reasoning; ideally qualified to degree level or equivalent
* Qualified to Cert CII standard, or willingness to attain IF7, GR1 & IF1 modules
* A strong influencer and negotiator whose skills can be encouraged in others.
Needs to be willing to
* Undertake travel; including visiting client sites and WTW offices is essential
* Overnight stays may be required from time to time
* Entertain clients and providers to establish and further develop key business relationships
* If required, attend industry events as a representative of WTW whilst adhering to the professional and ethical codes of conduct of the organisation.
What To Expect From Us
* Exposure to key strategic WTW clients
* A collaborative culture; with strong professional excellence standards
* Commitment to career development; supported by stretching projects and exposure to senior leaders and key clients
* Significant autonomy and accountability for own success
* We support flexible working and will consider requests for such working arrangements
Equal Opportunity Employer
At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.