Employee Benefits Senior Account Executive - Middle & ...

Company Overviewu00a0 World Insurance Associates (u201cWorldu201d) 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.u00a0u00a0 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 Summaryu00a0u00a0 + Independently leads client strategy and service on the largest and most complex clients across theu00a0company,u00a0a typical client generates over $100k in annualized revenue.u00a0u00a0Clients are often self-funded, with 500+ enrolled EEs.u00a0u00a0 + Creates multiple opportunities to engage and diagnoseu00a0highly complexu00a0needs proactively andu00a0determinesu00a0strategic direction to meet the clientu2019s evolving needs andu00a0sells all of World. Seen as industry leader and engaging speaker at internal and external conferences and seminars.u00a0 + Assignedu00a0book isu00a0between $1.5M to $5M in EB rev.u00a0 u00a0 Primary Responsibilitiesu00a0 + Lead clients through the development of au00a0multiyearu00a0strategic plan that includesu00a0industry leadingu00a0solutions and program recommendations.u00a0u00a0 + Lead with expert knowledge and input on benefit plan design strategy, rate analysis, RFP process, carrier negotiations, and carrier contract reviews.u00a0u00a0 + Present financial story around plan performance through dashboards,u00a0benchmark, and stewardship reporting, providing actionable insights and recommendations.u00a0u00a0 + Develop and lead carrier and vendor implementation project plansu00a0u00a0 + Oversee development and preparation of OE/Benefit communications materials andu00a0BenAdminu00a0Technology, where applicableu00a0 + Develop and execute Annual Service Plan; lead client touch points, track open items and deliver notes to client (includes compliance needs including 5500u00a0filing, Medicare Part D Disclosures, Reporting, HIPAA, ERISA, COBRA)u00a0 + Engage with clients to educate on market trends,u00a0carrieru00a0and vendors solutions, EBu00a0SMEu00a0and World capabilities (not just day-to-day service)u00a0u00a0 + Manage vendor/carrier performance and escalated service issuesu00a0 + Finalize and deliver Stewardship report and messagingu00a0 u00a0 Work Experienceu00a0u00a0 Knowledge, Skills, and Abilities (Expert)u00a0u00a0 + Plan design (e.g., VBD, RBP, PBM,) underwriting, fundingu00a0conceptsu00a0and external third-party products/solutions, beyond traditional insurance products.u00a0u00a0 + Carrier negotiations with clients with large andu00a0highly complexu00a0clientsu00a0 + Executive presence with polished communication/presentation skills with the ability to influence key decision makers.u00a0u00a0 + Project planning and management around renewal. carrier implementation, open enrollment, vendor implementation, etc.u00a0u00a0 + Word,u00a0Excelu00a0and Power Point.u00a0u00a0Canu00a0analyze data usingu00a0advanceu00a0formulas, create charts and graphs, and use templates and design elements effectively.u00a0u00a0 + World EB large market / self-funded analytics tools, models, and capabilities.u00a0 u00a0 People Managementu00a0 + May act as Team Lead to client service delivery colleagues.u00a0 + Promotes an effective team environment through clear communication of assignments and provision of feedback. Acts as mentor, effectivelyu00a0demonstratesu00a0leadership attributes,u00a0sharesu00a0expertise. May select, train, and evaluate other team members.u00a0 u00a0 Professional Licenses/Certificationsu00a0 + Must hold state life and health insurance licenseu00a0 Educationu00a0u00a0 + Bachelor's degree preferred, butu00a0equivalentu00a0worku00a0experience would be considered Physical Demandsu00a0 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 forceu00a0frequentlyu00a0to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isu00a0requiredu00a0every day, and walking and standing areu00a0requiredu00a0occasionally.u00a0 Equal Employment Opportunityu00a0 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 equalu00a0opportunityu00a0workplace. 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 accommodationsu00a0to knownu00a0physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodationu00a0would imposeu00a0an undue hardship on the operation of our business.u00a0 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 Worldu2019s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worldu2019s Human Resources Talent Department.u00a0 #LI-MA1 #LI-Hybrid u00a0 Powered by JazzHR

Created: 2026-02-02