Willis Towers Watson - The employee benefits broker and group health insurance advisor in San Francisco

Willis Towers Watson

345 California Street, Suite 1400
San Francisco, CA 94104
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Verification Period: March 06, 2018 – March 06, 2019

Willis Towers Watson is a Verified Member of SHRM Broker Finder and attests they are compliant in our standards for:
  • Licensing
  • Insurance
  • Transparency
  • Completeness and Accuracy
  • Security

Practice Areas

  • Benefit Administration Solutions
  • Executive Benefits
  • Financial Wellness
  • Group Health Insurance
  • Human Resources Solutions
  • Retirement Plans
  • Voluntary Benefits
  • Consumerism Solutions
  • Student Loan Benefits
  • Group Life/AD&D
  • Group Disability
  • FMLA/Leave & Absence Management
  • ACA Compliance and Reporting
  • Dependent Eligibility Audits

Willis Towers Watson Overview

Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees in more than 140 territories. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance and builds long-term success. 

A strong client focus, an emphasis on teamwork, unwavering integrity, mutual respect and a constant striving for excellence are the core values of Willis Towers Watson’s rich history. Many of our clients have been with us from our earliest days. Whether they first came to us for brokerage services or actuarial work, we met them with respect, a strong sense of advocacy and an emphasis on excellence. These values will continue to define our approach to business and our relationship with our clients, now and in the future.

Areas of Special Focus

  • Compliance
  • Employee Communications
  • Medical Claim Analytics
  • Onsite Clinics
  • Population Health and Wellness
  • Private Exchanges
  • Rx Carveouts
  • Self Funded Plans
  • Supplemental Benefits
  • Technology
  • Captives

Areas Served by Willis Towers Watson

  • California

Team at Willis Towers Watson

Ryan Wright

Market Leader, Health & Benefits Practice

Moana Grey

VP, Account Executive

Jason Hill

SVP, Client Advocate, Health & Benefits Practice

Pency Lee

SVP, Senior Account Executive

Joseph Strulowitz

EVP, Client Advocate, Health & Benefits Practice

Kimberly Marshall

Account Executive

John Zervakos

EVP, Client Advocate, Health & Benefits Practice

Julie Chavez

AVP, Account Executive

Susan Englert

Account Executive

Laurie Himelstein

SVP, Financial Account Executive

Paul Hain

VP, Senior Account Executive

Barbara Wortman

VP, Senior Account Executive

Ta Gallmann

VP, Senior Account Executive

Christy Johnston

Account Executive

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About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.

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