Employee Benefits Senior Associate Account Manager
World Insurance As, Miami, FL, United States
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 3,000 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 upscale 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 Point.Cananalyze 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 bachelor's 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 status. In 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 World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 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 upscale 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 Point.Cananalyze 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 bachelor's 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 status. In 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 World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
#LI-MA1 #LI-HYBRID
#J-18808-Ljbffr