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Associate Director, Health & Benefits - Financial / Analytical

WTW
Department:Consulting
Type:ON-SITE
Region:Calgary, Alberta
Location:Calgary, Alberta, Canada
Experience:Mid-Senior level
Estimated Salary:CAD120,000 - CAD160,000
Skills:
FINANCIAL ANALYSISBENEFIT PLAN DESIGNUNDERWRITINGFUNDING CONCEPTSEXCELPOWERPOINTPROJECT MANAGEMENTRISK ASSESSMENTRFP PROCESS
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Job Description

Posted on: September 15, 2025

Description

As an Associate Director, you will be a key member of the team providing leadership, strategy and deep financial and technical expertise. You will lead a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer group benefit programs including medical, dental, life, disability, and optional benefits. You will interface with carriers, vendors, and partner with client service teams to deliver complex analyses to clients, ensuring quality standards are met. You will communicate analytical strategies and results that effectively drive client action and improve plan performance, and will have the opportunity to work on cutting edge projects alongside leaders in the country.

The Role

  • Expands knowledge of varying client complexity by working across different client profiles
  • Leads clients’ financial engagements for a portfolio of clients and manages analytical resources on complex deliverables such as flexible benefit pricing, renewals and risk assessment
  • Demonstrates clear understanding of and advanced knowledge in all aspects of benefit plan design, underwriting and funding concepts, carrier / vendor renewals and RFP’s
  • Leading member on multiple employer client teams supporting financial analyses, outputs and client deliverables
  • Provides direction to larger clients in conjunction with the client team on benefit plan analysis, design, cost avoidance, risk and funding strategies
  • Reviews technical and consulting accuracy on multiple types of client projects
  • Develops pricing, models design alternatives, ensures reasonability of results
  • Communicates financial/analytic results to effectively drive client action
  • Partners with Global Delivery Centers and Client Service teams to deliver superior project management and reporting
  • Builds strong relationships and collaborates effectively on cross-functional teams

QualificationsQualifications:

  • 10+ years’ experience and success ideally gained in a benefit consulting / brokerage firm or health underwriting / actuarial function of an insurance company
  • Proven ability to lead and manage multiple deliverables simultaneously and produce quality deliverables on time and within budget
  • Proven experience creating project plans and successfully leading teams in execution of the project against plan guidelines
  • Strong financial skills and knowledge of benefit program products & services, underwriting and funding concepts
  • Experience with both traditional and flexible benefit programs – design elements, renewal pricing, analysis, risk assessment, negotiations, RFP process and analysis
  • Strong analytical and critical thinker with experience working with data, leading insights to draw conclusions
  • Desire and ability to expand relationships with clients
  • Proven ability to identify and resolve issues with limited information
  • Polished and well developed written and verbal communication skills
  • Self-starter attitude, curious with an ability to work independently and as part of a team
  • Creative and integrative skills
  • Flexibility and proven ability to identify and resolve issues
  • Experience in leading and training/mentoring junior staff
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint
  • Life and Health license required within 180 days of joining
  • Availability to travel on as needed basis
  • Relevant experience and/or university degree

Equal Opportunity Employer

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

Originally posted on LinkedIn

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