Senior Account Executive Employee Benefits - Middle and Large Group
Senior Account Executive Employee Benefits - Middle and Large Group
Posted on :
23-04-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
23-04-2025
Job Description
Company Overview
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their longterm financial goals.
Founded in 2011 World is one of the fastestgrowing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Position Summary
Primary Responsibilities
Skills/Qualifications
People Management
Professional Licenses/Certifications
Education
Physical Demands & Working Conditions
Office work involves working at a desk most of the time using a standup/sitdown adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically is required every day and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran status. In addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LIKC1
World Insurance Associates (World) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes modernize their benefits programs and help them achieve their longterm financial goals.
Founded in 2011 World is one of the fastestgrowing Top 25 insurance brokers in the U.S. with nearly 3000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance surety and fidelity bonding employee and executive benefits investment advisory and retirement plan services and payroll & HR solutions.
Position Summary
- Independently leads client strategy and service on the largest and most complex clients across the company a typical client generates over $100k in annualized revenue. Clients are often selffunded with 500 enrolled EEs.
- Creates multiple opportunities to engage and diagnose highly complex needs proactively and determines strategic direction to meet the clients evolving needs and sells all of World. Seen as industry leader and engaging speaker at internal and external conferences and seminars.
- Assigned book is between $1.5M to $5M in EB rev.
Primary Responsibilities
- Lead clients through the development of a multiyear strategic plan that includes industry leading solutions and program recommendations.
- Lead with expert knowledge and input on benefit plan design strategy rate analysis RFP process carrier negotiations and carrier contract reviews.
- Present financial story around plan performance through dashboards benchmark and stewardship reporting providing actionable insights and recommendations.
- Develop and lead carrier and vendor implementation project plans
- Oversee development and preparation of OE/Benefit communications materials and BenAdmin Technology where applicable
- Develop and execute Annual Service Plan; lead client touch points track open items and deliver notes to client (includes compliance needs including 5500 filing Medicare Part D Disclosures Reporting HIPAA ERISA COBRA)
- Engage with clients to educate on market trends carrier and vendors solutions EB SME and World capabilities (not just daytoday service)
- Manage vendor/carrier performance and escalated service issues
- Finalize and deliver Stewardship report and messaging
Skills/Qualifications
- Plan design (e.g. VBD RBP PBM) underwriting funding concepts and external thirdparty products/solutions beyond traditional insurance products.
- Carrier negotiations with clients with large and highly complex clients
- Executive presence with polished communication/presentation skills with the ability to influence key decision makers.
- Project planning and management around renewal. carrier implementation open enrollment vendor implementation etc.
- Word Excel and Power Point. Can analyze data using advance formulas create charts and graphs and use templates and design elements effectively.
- World EB large market / selffunded analytics tools models and capabilities.
People Management
- May act as Team Lead to client service delivery colleagues.
- Promotes an effective team environment through clear communication of assignments and provision of feedback. Acts as mentor effectively demonstrates leadership attributes shares expertise. May select train and evaluate other team members.
Professional Licenses/Certifications
- Must hold state life and health insurance license
Education
- Bachelors degree preferred but equivalent work experience would be considered
Physical Demands & Working Conditions
Office work involves working at a desk most of the time using a standup/sitdown adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically is required every day and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran status. In addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LIKC1
Required Experience:
Senior IC
Employment Type
Full-Time
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