Demo

Health and Benefits Associate

WTW
Charlotte, NC Full Time
POSTED ON 4/21/2026
AVAILABLE BEFORE 5/21/2026
Description

As a Health and Benefits Associate you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will support the project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry.

The Role

  • Materially contribute to core health and benefits projects involving the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:
    • Partnering with client service team leader to deliver superior project management
    • Providing superior client service in response to day to day service issues and questions (eligibility, carrier coverage and claims issues, compliance, etc.)
    • Preparation for client meetings (prepare agendas and materials, coordinate resources, etc.)
  • Supporting vendor procurement, implementation, and optimization activities
  • Providing benefit enrollment support, including preparing materials and presentations, verifying policy and plan information, and updating internal systems as necessary
  • Contributing to 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
  • Supporting client service team leader in benefit plan analysis, design, cost savings and funding strategies
  • Conducting review of client deliverables to ensure alignment to client objectives, leverage of optimal WTW services and solutions, and adherence to WTW professional excellence standards
  • Facilitating benchmarking studies and other research; providing value added analyses and summaries
  • Analyzing and comparing vendor products, services and contracts
  • Building relationships internally and collaborating effectively on cross-functional teams
Qualifications

  • 2 years’ experience in professional services, ideally gained in a benefit consulting/brokerage firm or health underwriting / actuarial function of an insurance company
  • Proven ability to manage multiple projects simultaneously and produce quality deliverables on time and within budget
  • Strong client service orientation and ability to respond to all communications effectively and in a timely manner
  • Proven ability to identify and resolve issues
  • Strong written and verbal communication skills
  • Self-starter attitude and ability to work independently and as part of a team
  • 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
  • Pursuit of CEBS designation, or health and welfare actuarial / underwriting training encouraged

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

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets

Salary.com Estimation for Health and Benefits Associate in Charlotte, NC
$68,554 to $82,713
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