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WTW

Global risk management, insurance brokerage, consulting

Health and Benefits Senior Financial Analyst

Human Capital & Change ConsultingUpdated on Nov 12
Full-timeCalgary, AB, CanadaNo salary listedIn-person

About the Job

Requirements

  • At least 5 years of experience, ideally gained in a benefit consulting or brokerage firm or in the health underwriting or actuarial function of an insurance company.
  • Ability to manage multiple deliverables simultaneously and produce quality deliverables on time and within budget.
  • Knowledge of benefit program products and services, underwriting, and funding concepts.
  • Experience with traditional and flexible benefit programs, including design elements, renewal pricing, analysis, negotiations, and the request for proposal process and analysis.
  • Experience working with data and developing insights to draw conclusions.
  • Ability to identify and resolve issues with limited information.
  • Strong written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • Creative and integrative skills.
  • Ability to direct the work of more junior colleagues and provide feedback.
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint.
  • Life and Health license required within 180 days of joining.
  • Relevant experience and/or a university degree.

Responsibilities

  • Provide financial and technical expertise as a key member of client teams.
  • Contribute to complex analyses and projects involving the design, financing, measurement, and financial analysis of employer group benefit programs, including medical, dental, life, disability, and optional benefits.
  • Interface with carriers, vendors, and client service teams, and contribute to preparing complex client analyses while ensuring quality standards are met.
  • Support financial projects and contribute analytical expertise to the development of intellectual capital.
  • Work across client segments to support financial engagements for a portfolio of clients and manage analyst resources to coordinate effective and efficient delivery of client deliverables, including flexible benefit pricing and renewals.
  • Demonstrate knowledge of benefit plan design, underwriting and funding concepts, carrier and vendor renewals, and requests for proposals.
  • Support financial analyses, outputs, and client deliverables as a key member of multiple employer client teams.
  • Provide direction to mid-sized clients, in conjunction with the client team, on benefit plan analysis, design, cost avoidance, risk, and funding strategies.
  • Review technical accuracy across multiple types of client projects.
  • Develop pricing, model design alternatives, and ensure reasonability.
  • Communicate financial and analytical results to drive client action.
  • Partner with Global Delivery Centers and Client Service teams to deliver project management and reporting.
  • Build internal relationships and collaborate with cross-functional teams.

About the Company

WTW

Global risk management, insurance brokerage, consulting

Willis Towers Watson provides risk management, advisory, and brokerage services to organizations worldwide. Its two segments are Risk & Broking, which identifies, quantifies, and places insurance coverage, and Health, Wealth & Career, which offers consulting, technology, and administration for health benefits, retirement plans, and talent programs. The company blends advisory services, technology platforms, and brokerage capabilities to deliver integrated risk and people solutions rather than relying on a single service line. Its goal is to help clients turn risk into a path for growth by aligning risk management with health, retirement, and talent strategies to support organizational success.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1828

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