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Placement Analyst - Health and Benefits (APAC)

WTW Compliance

Taguig, Philippines1mo ago

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Skills

excelinvoicingmicrosoft officepowerpointunderwriting

About the role

The Role

  • Execute the pre-placement, placement and post-placement activities on behalf of onshore team in the Asia Pacific region, following agreed processes, tools and templates.

  • Core delivery will include:

    • Initiating the renewal activity 90/120 days prior to expiry of clients’ Health & Benefits plans

    • Approach insurance carriers/vendors for required information and undertake data (financial, membership, invoices) processing and analysis to prepare pre-renewal reports, using agreed upon tools, standards and techniques

    • Prepare Quote Slips and distribute bid requests (RFP) to target carriers/vendors

    • Collect, summarize and analyze proposal findings

    • Support the production of renewal report / prepare placement / renewal deliverables for clients

    • Manage queries/requests from the carriers/vendors/clients or internal colleagues and escalate them when required

    • Follow up with clients on renewal documentation and census data

    • Liase with Data/Billing and Invoicing Team to validate and clean benefits enrolment and eligibility data and ensure correctness of carrier/vendor invoice

    • Follow regulatory procedure as defined by originating country

    • Peer review team members’ work prior to delivery to clients.

  • In addition to this, you will:

    • Attend training, meetings and/other educational events to increase understanding of trends, regulations and developments in the market.

    • Receive training from experienced consultants.

    • Comply with internal excellence and compliance requirements.

    • Participate in continuous improvement activities to build stakeholders’ confidence.

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The Requirement

Must be a bachelor's degree

Skills:

  • Excellent written and verbal communication skills in English

  • Strong client service orientation and ability to respond to multiple stake holders effectively and in a timely manner

  • Ability to work on multiple tasks in a fast-paced environment while adhering to strict deadlines is a must

  • Flexibility and proven ability to identify and resolve complex issues

  • Well organized and detail oriented

  • Highly developed critical thinking and analytical skills

  • Excellent interpersonal skills and a collaborative working style

  • Self-starter attitude and ability to establish priorities, work independently and with limited supervision

  • Ability to ask the right questions and seek help where appropriate

  • Take accountability for quality and on-time delivery of own work and involving other team members when appropriate

  • Ability to review and check data against subject domain knowledge (e.g., Health and Benefits plans) and understand the data’s applicability/accuracy for the designated purpose

  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint

  • Bachelor’s degree preferred

Experience:

  • 2+ years’ experience working with Health and Benefits plans, ideally gained in a benefit consulting/brokerage firm or health underwriting/actuarial function of an insurance company

WTW is an equal opportunity employer.