Placement Analyst - Health and Benefits (APAC)
Eedu · Taguig City, National Capital Region, Philippines
About The Role
The Role
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- 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.
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Core delivery will include
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Initiating the renewal activity 90/120 days prior to expiry of clients’ Health & Benefits plans
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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
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Prepare Quote Slips and distribute bid requests (RFP) to target carriers/vendors
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Collect, summarize and analyze proposal findings
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Support the production of renewal report / prepare placement / renewal deliverables for clients
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Manage queries/requests from the carriers/vendors/clients or internal colleagues and escalate them when required
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Follow up with clients on renewal documentation and census data
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Liase with Data/Billing and Invoicing Team to validate and clean benefits enrolment and eligibility data and ensure correctness of carrier/vendor invoice
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Follow regulatory procedure as defined by originating country
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Peer review team members’ work prior to delivery to clients.
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In addition to this, you will
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- Attend training, meetings and/other educational events to increase understanding of trends, regulations and developments in the market.
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- Receive training from experienced consultants.
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- Comply with internal excellence and compliance requirements.
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- Participate in continuous improvement activities to build stakeholders’ confidence.
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The Requirement
Must be a bachelor's degree
Skills
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- Excellent written and verbal communication skills in English
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- Strong client service orientation and ability to respond to multiple stake holders effectively and in a timely manner
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- Ability to work on multiple tasks in a fast-paced environment while adhering to strict deadlines is a must
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- Flexibility and proven ability to identify and resolve complex issues
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- Well organized and detail oriented
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- Highly developed critical thinking and analytical skills
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- Excellent interpersonal skills and a collaborative working style
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- Self-starter attitude and ability to establish priorities, work independently and with limited supervision
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- Ability to ask the right questions and seek help where appropriate
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- Take accountability for quality and on-time delivery of own work and involving other team members when appropriate
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- 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
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- Excellent Microsoft Office skills, particularly in Excel and PowerPoint
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- Bachelor’s degree preferred
Experience
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- 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.
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