Employee Benefits Senior Associate, Advisory & Consulting
Share
Job Location:
Monthly Salary:
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
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
Primary Responsibilities
Position Specific Skills/Qualifications
Highly Proficient Knowledge Skills and Abilities
People Management
Professional Licenses/Certifications
Education
Physical Demands
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 and walking and standing arerequiredoccasionally.
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-MA1
#LI-HYBRID
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
- Works independently to provide support to lead service colleagues by following established workflows and procedures on client deliverables and services. Has substantial understanding of the job and appliescompanypolicies and producers to complete ALL Primary Activities.
- Contributesto a wide variety of activities supporting the design financing delivery ongoing management and communications of group benefits programs for EB clients. This position works both independently and on client teams in a fast-paced environment managing multiple projects with competing priorities.
Primary Responsibilities
- Contribute to employee benefits strategy and the renewal/marketing process through gathering vendor/client information preparing RFPs inputting tracking and analyzing benchmarking data providing value-added analysis and summaries etc.
- Coordination and support of Form 5500 filing with vendor including client setup and data gathering
- Support carrier and vendor implementation including policy checking paperwork submittal and coordinating final enrollment submission.
- Build and updatefullyinsured financial dashboard where applicable.
- Draft and edit client deliverables such as strategy and stewardship decks/reports.
- Maybe responsible forthe preparation of monthly billing invoice for self-billed clients and tracking payments; auditing/reconciling monthly invoices to ensure billing accuracyfor all clients
- Coordinate BenefitsAdministrationtechnology implementation and annual configuration with technology team including information gathering and system testing.
- Prepare edit and /orproofopen enrollment materials and presentations coordinate and deliver enrollment presentations and or answer employee questions etc.
- Resolve claims or administrative issues on behalf of client and escalate claims issues byidentifyingwhere plan provisions were misapplied.
- Research and resolve client revenue variances for accuracy.
- Maintain and updateBenefitPointfor all client and policy data files/documents
- Take on local office champion super user or liaison responsibility.
Position Specific Skills/Qualifications
Highly Proficient Knowledge Skills and Abilities
- BenefitPoint Perfect Quote and World EB workflows.
- World EB SBU value proposition by segmentation the applicable EBtemplatesand standardized client service deliverables.
- EB carriers and group insurance products carrier portals as well asabilityto work within World EB tools systems and templates applying knowledge tolargermore complex clients.
- Possesses excellent verbal and written communication skills.
- Highly Proficient in Microsoft environment including but not limited to Word Excel and Power data usingadvanceformulas create charts and graphs and use templates and design elements effectively.
People Management
- No leading and managing at this level but may coach mentor and or train more junior colleagues.
Professional Licenses/Certifications
- Life and Health licenseand orobtainswithinfirst90 daysof hire.
Education
- Associate or bachelors degree preferred but equivalentwork experience would be considered
Physical Demands
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 and walking and standing arerequiredoccasionally.
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-MA1
#LI-HYBRID
Required Experience:
Manager
Key Skills
About Company
Get the most cost-effective personal and business insurance solutions from a team of knowledgeable advisors with access to dozens of markets.
