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
Independently leads client strategy service and renewal messagingprimarilyfor large market accounts.
Creates multiple opportunities to engage and diagnose complex needs proactively anddeterminesstrategic direction to meet the customers evolving needs and selling all of World.
Primary Responsibilities- Create and deliver WIA service plan
- Prepare for andfacilitateinternal and externalstrategy meeting
- Reviews exposures against coverages and performs gap analysis
- Consults with the Placement team providing advanced industry knowledge resulting in positive outcomes for clients
- Reviewfinalizeand facilitate proposal meeting
- Document clients order to bind and review binder for accuracy
- Facilitates post renewal meeting
- Leads stewardship planning and delivery
- Oversight of confirmation of coverage policies endorsements and audits as applicable
- Reviews contracts for adequate coverage
- Review and deliver loss runs summary
Work Experience- 5 years experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs
Professional Licenses/Certifications- Must hold state Property & Casualty Insurance License
Essential Skills/Competencies- Has a deep and thorough understanding of client requirements competitive markets industry trends andisrecognized internally and externally as a subject matter expert.
- Able to act as a mentor or coach to junior staff
- Understands technology platforms quickly and is proficient in Excel (formulaschartsand tables).
- Hands onpersonalapproach to customer service. Easily gains trust and supportofpeers. Able to work in a team environment.
- Strong written oral and interpersonal communication skills. Work output is consistent andaccurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment.
- Strong problem solving criticalthinkingand multi-tasking skills. Able to provide resolution to a diverse range of thinking toidentifykey barriers to resolve complex problems by taking a new perspective.
- Able to develop short- and long-term strategies that have a high impact on client/prospects and the business. Anticipates obstacles andidentifiesways to overcome them.
Education- High school diploma or equivalent
Physical Demands & Working Conditions
Office work involves working at a desk most of the time using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of forcefrequentlyto lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically isrequiredevery day andwalking and standingarerequiredoccasionally.
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 equalopportunityworkplace. 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 addition WIA makes reasonable accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodationwould imposean 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.#LI-MF1
Required Experience:
Senior IC
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
Independently leads client strategy service and renewal messagingprimarilyfor large market accounts.
Creates multiple opportunities to engage and diagnose complex needs proactively anddeterminesstrategic direction to meet the customers evolving needs and selling all of World.
Primary Responsibilities- Create and deliver WIA service plan
- Prepare for andfacilitateinternal and externalstrategy meeting
- Reviews exposures against coverages and performs gap analysis
- Consults with the Placement team providing advanced industry knowledge resulting in positive outcomes for clients
- Reviewfinalizeand facilitate proposal meeting
- Document clients order to bind and review binder for accuracy
- Facilitates post renewal meeting
- Leads stewardship planning and delivery
- Oversight of confirmation of coverage policies endorsements and audits as applicable
- Reviews contracts for adequate coverage
- Review and deliver loss runs summary
Work Experience- 5 years experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs
Professional Licenses/Certifications- Must hold state Property & Casualty Insurance License
Essential Skills/Competencies- Has a deep and thorough understanding of client requirements competitive markets industry trends andisrecognized internally and externally as a subject matter expert.
- Able to act as a mentor or coach to junior staff
- Understands technology platforms quickly and is proficient in Excel (formulaschartsand tables).
- Hands onpersonalapproach to customer service. Easily gains trust and supportofpeers. Able to work in a team environment.
- Strong written oral and interpersonal communication skills. Work output is consistent andaccurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment.
- Strong problem solving criticalthinkingand multi-tasking skills. Able to provide resolution to a diverse range of thinking toidentifykey barriers to resolve complex problems by taking a new perspective.
- Able to develop short- and long-term strategies that have a high impact on client/prospects and the business. Anticipates obstacles andidentifiesways to overcome them.
Education- High school diploma or equivalent
Physical Demands & Working Conditions
Office work involves working at a desk most of the time using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of forcefrequentlyto lift carry push pull or otherwise move objects. Typing grasping and repetitive motion typically isrequiredevery day andwalking and standingarerequiredoccasionally.
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 equalopportunityworkplace. 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 addition WIA makes reasonable accommodationsto knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodationwould imposean 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.#LI-MF1
Required Experience:
Senior IC
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