The Client Support Meeting Presenter will be responsible for delivering informational presentations both in-person and virtually to our new and ongoing participants. This role will ensure that the participant is well-informed and has all the necessary information at hand to successfully complete their healthcare transition to the individual marketplace. The presenter will need to foster relationships with participants and within WTW and is expected to utilize the right processes, tools, and technology. Responsibilities will include creating, modifying, and presenting informational resources, along with working closely with other WTW teams to ensure accurate information is relayed in presentations. Other responsibilities include venue planning, technology oversight and internal support roles. The Client Support Meeting Specialist will liaise with the client services, marketing, enrollment operations, and sales operations teams to collaborate and contribute to the overall success of the company.The Client Support Meeting Presenter will receive meeting requests from clients through the client services team. This role will assist with gathering and organizing key information to be presented to our audience. They will organize meetings, meet with client services, present to participants and coordinate with other specialized teams, plus handle other responsibilities related to presentations that may arise.Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.The Role:
Develop and update content for client presentations
Use feedback and best practices to improve the presentation process
Present content to client participants both virtually through webinars and in-person
Train and assist seasonal benefit advisors to perform client support team duties
Team members will work and collaborate across departments, as needed
Ensure compliance with CMS and WTW regulations
Venue planning for on-site presentations
Manage technology for virtual and in-person meetings
The Requirements
Must maintain a health and life insurance license
Targeted at least 3+ years of health insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities
Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
Business Acumen; knowledge of strategy, tactics, and solutions for the client
Excellent verbal and written communication skills; comfortable speaking in-person to large groups, ability to drive complex/technical conversations
Self-sufficient, organized, and able to manage change
Receptive to feedback; critical thinking and problem-solving skills, high adaptability
Collaborates well with others, takes controls of team projects, provides clear guidance to ensure others fulfill their roles effectively.
Strong project management skills: Support end-to-end oversight of projects
Intermediate Microsoft Office skills and familiarity with other relevant online tools
Strong Medicare Insurance Knowledge
Individual and Family Plan Knowledge preferred
Company BenefitsWTW 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), Paid Time Off (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( Washington State only )
Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
EOE, including disability/vets