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 long-term financial goals.
Founded in 2011 World is one of the fastest-growing 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
With some guidanceand ordirectionleadsclient service for middle market clients and supports large market clients often collaborating closely with senior colleagues on strategy design and renewal messaging.
Clients are often fully insured or level funded with 50 to 250 enrolled EEs and generate $25k or more in EB revenue.
Independentlyleads ona few key clients and/or small clients including renewal messaging.
Assigned book between $700K to $1.2M in EB rev.
Primary Responsibilities
Manage client strategy planning andcontributesto program and coverage recommendations.
Supports RFPprocesscarriernegotiationsand carrier contract reviews for fully insured clients typically between $25k to $100k in revenue.
Build using EB tools andtemplatesbenchmarking financial dashboards projections and other financial analysis andassistin presenting insights and recommendations.
Lead client and vendor meetings and calls (such as Carrier implementation) andconductingknowledgeable and engaging open enrollment meetings (both in-person and virtually).
Create and edit open enrollment communicate templates
Communicate the value of WIA EB Subject Matter Experts andknowingwhen to engage them.
Additional Duties
Take and resolve calls/emails from clients andormembers related to claims billingEOBand coverages
Work Experience Knowledge Skills and Abilities (Proficient)
Understanding offully insured level-funded and simple self-funding concepts.
Identifyingtrends and patterns in data sets and understanding their implications for clients health plans.
Project management skills in collaborating with colleagues carriers vendors and SMEs to deliver on client service plans.
Excel and PowerPoint with developing knowledge and application of EB analytics tools models and capabilities.
Effective communicator tailoring writing and speaking styles to convey messages and ideas to varied audiences to build understanding and commitment.
Developing knowledge aroundvendor/solutions/products outside of traditional insurance products.
People Management
Individualcontributor;may provide general guidance/direction to more junior staff informally.
Professional Licenses/Certifications
Must holdstate life and health insurance license.
Education
Bachelors degree preferred but equivalentwork experience would be considered
Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $85000 to $95000. Individual compensation varies based on job-related factors including business needs experience level of responsibility and qualifications. We offer a competitive benefits package and variable pay programs please visit more details.
Company OverviewWorld 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 long-t...
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 long-term financial goals.
Founded in 2011 World is one of the fastest-growing 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
With some guidanceand ordirectionleadsclient service for middle market clients and supports large market clients often collaborating closely with senior colleagues on strategy design and renewal messaging.
Clients are often fully insured or level funded with 50 to 250 enrolled EEs and generate $25k or more in EB revenue.
Independentlyleads ona few key clients and/or small clients including renewal messaging.
Assigned book between $700K to $1.2M in EB rev.
Primary Responsibilities
Manage client strategy planning andcontributesto program and coverage recommendations.
Supports RFPprocesscarriernegotiationsand carrier contract reviews for fully insured clients typically between $25k to $100k in revenue.
Build using EB tools andtemplatesbenchmarking financial dashboards projections and other financial analysis andassistin presenting insights and recommendations.
Lead client and vendor meetings and calls (such as Carrier implementation) andconductingknowledgeable and engaging open enrollment meetings (both in-person and virtually).
Create and edit open enrollment communicate templates
Communicate the value of WIA EB Subject Matter Experts andknowingwhen to engage them.
Additional Duties
Take and resolve calls/emails from clients andormembers related to claims billingEOBand coverages
Work Experience Knowledge Skills and Abilities (Proficient)
Understanding offully insured level-funded and simple self-funding concepts.
Identifyingtrends and patterns in data sets and understanding their implications for clients health plans.
Project management skills in collaborating with colleagues carriers vendors and SMEs to deliver on client service plans.
Excel and PowerPoint with developing knowledge and application of EB analytics tools models and capabilities.
Effective communicator tailoring writing and speaking styles to convey messages and ideas to varied audiences to build understanding and commitment.
Developing knowledge aroundvendor/solutions/products outside of traditional insurance products.
People Management
Individualcontributor;may provide general guidance/direction to more junior staff informally.
Professional Licenses/Certifications
Must holdstate life and health insurance license.
Education
Bachelors degree preferred but equivalentwork experience would be considered
Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $85000 to $95000. Individual compensation varies based on job-related factors including business needs experience level of responsibility and qualifications. We offer a competitive benefits package and variable pay programs please visit more details.