As a VB Senior Associate, you will be responsible for supporting VB sales, placement and implementation best practices and will collaborate with others to ensure a successful client experience throughout the client project lifecycle. You will contribute to a wide variety of complex projects involving the design, financing, delivery, ongoing management and communication of the full spectrum of voluntary plans and programs including supplemental medical, permanent life, legal, ID theft, group auto & homeowners, pet, discount programs, employee payroll deduct purchasing and others. You will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will assist with leading continuous process improvement initiatives and will collaborate with large teams internally and externally. You may also assist with supervising onsite enrollments and overseeing benefit counselors.

Performance Objectives:

Clients

• Support/manage multiple sales tracking processes and internal Smartsheet reports
  • Manage databases of WTW partner offices and key personnel and regional carrier reps
  • Support management of VB sales pipeline, pre-sales intake form
  • Update standard reports at designated frequency
• Support the strategic assessment and sales preparation for existing Mid-Market clients and prospects, including but not limited to the following:
  • Support/Drive client calls (e.g. client discovery, underwriting, finance)
  • Assist with client contract preparation and tracking (SOW/PDD)
  • Prepare client profile intake form and financial projections (Proforma)
  • Proactively provided product and sales recommendations to VB sales team
  • Develop client ready reports and presentations
• Project management, scheduling and coordination for Mid-Market producer office visits (as applicable)
• Assemble and analyze vendor proposals into side-by-side comparisons of design and pricing components for client facing colleagues
• Have functional and applicable knowledge on product & plan selection, and vendor engagement and integration capabilities
• Proficiency/SME in key sales tools and processes and ability, at times, to drive the such as:
  • Demographic analysis of client census data
  • Collect and assess client’s current plan designs and rates to market norm
  • VB Vendor RFP – prepare, send, receive, data entry, scoring, peer review, prepare deliverable
  • Validation of commissions and fees received
  • As necessary, DocuSign process for client contracting

Excellence

• Conduct benchmarking studies and other research for clients; provide value added analyses and summaries
• Analyze and compare vendor products, services and contracts
• Assist in resolving project issues and escalations timely and efficiently
• Communicate and collaborate effectively with colleagues and clients regarding all aspects of internal and client project execution
• Provide technical and editorial review of work and prepared by other colleagues 
• Provide process expertise in multiple areas of enrolment and implementation
• Prioritize and execute key tasks
• Assist with developing and improving tools and processes

Financial

• Review / manage commission information
• Reconcile commissions and revenue to plan
• Drive documentation and audit process 
• Meet billable hours expectations
• Support client retention and growth efforts

People

• Build strong relationships with internal and external resources
• Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels
• Mentor and develop more junior level colleagues 
• Share feedback with others timely and effectively that will enhance client, vendor and/or employee experiences