Job Application - World Insurance Associates

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Account Executive, Director of Client Services, Employee Benefits – Miami, FL

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Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.


Join our Growing Employee Benefits Practice!

World Insurance Associates, Inc. has an exciting opportunity within our growing Employee Benefits Practice. This role is a great fit for an experienced employee benefits professional to join an energetic team enthusiastic about providing client service excellence and innovative solutions to clients.


Account Executive, Director Client Services, Employee Benefits

This individual will play an influential leadership role in the overall growth and development of the Florida EB market. In addition to an assigned book of clients, this individual will bring middle/large market employee benefits client management experience to provide overall management of the Florida market clients and client service team.


Key responsibilities include:

Florida Market Service Leader

  • Guide and direct the Florida market service team colleagues who work in small, middle, and large market, ensuring service team members maintain a disciplined focus on established workflow, standard operating producers, and professional excellence standard.
  • Provide strong Employee Benefits technical expertise to clients and service team members through advanced knowledge of plan design alternatives, underwriting and funding concepts.
  • Review service colleague’s workload, ensuring workflows based on client segmentation and defined scope of services.
  • Champions communication of goals, vision and policies and producers
  • Drive utilization and ensure accuracy of all agency management system information for marketing, benchmarking, policy, premium and commission detail, updates system with ongoing client activities.
  • Contribute to process improvement and standardized workflows to bring efficiency and balance client assignments to achieve capacity standards.
  • Manage service team members through performance reviews, performance improvement plans, goal setting, attendance, and approval of expenses.
  • Work with Operations and Growth leaders to ensure profit and growth objectives are met.
  • Participate in new business presentations for middle and large market clients promoting our value proposition, scope of services and product offerings to prospective clients/new client contacts.
  • Develop strong service team approach through team meetings and best practice sharing forums to build and maintain client service team knowledge and expertise.
  • Facilitate training on duties, standards, workflow and builds client service team knowledge, expertise, and skills for ongoing career development.


Act as advisor for larger, complex clients

  • Lead and drive client relationships for strong client retention and satisfaction from both a strategic and tactical client management perspective.
  • Project manage the client service plan, collaborating with service team members to execute on scope of services, key initiatives, and project timelines; coordinate a smooth transition process for onboarding new clients.
  • Deliver proactive day to day client service and consulting, collaborating with the team to resolve issues (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA).
  • Lead the delivery of enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate.
  • Lead and oversee the renewal process, including marketing activities, underwriting and renewal development, and negotiating on behalf of client and providing program recommendations.
  • Educate clients on the regulatory and compliance environment within employee benefits.
  • Maintain relationships with internal and external business partners and carriers.
  • Oversee renewals and marketing efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning and recommendations.


Qualifications

  • 10+ years’ Employee Benefits Brokerage Client Management experience with previous Team Leadership/management experience.
  • Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry.
  • Life/Health insurance license or the ability to obtain immediately required.
  • Advance knowledge of group benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) and innovative vendor solutions including knowledge of federal/state legislation related to the insurance industry.
  • Strong financial acumen, with the ability to manipulate and interpret financial data for effective decision making and plan performance.
  • Demonstrated knowledge in plan design, underwriting and funding concepts with experience in delivering benchmarks, plan design modeling, pricing/budget setting.
  • Strong knowledge of industry trends and internal and external third-party products/solutions, beyond traditional insurance products.
  • Advance negotiation and relationship management skills, supported by technical knowhow.
  • Advanced project management skills to develop client service plans and execute on the implementation and management of multiple external and internal resources and deadlines.
  • Expertly lead a client through the development of a mulit-year strategic plan that includes tactics, solutions, and program recommendations.
  • Advanced skills in Excel, PPT and EB analytics tools, models, and capabilities.
  • Strong verbal and written communication and presentation skills, with the ability to build rapport, present with clarity and impact and adapt communication style at various levels.
  • Demonstrated success leading, developing, and mentoring others, including planning, and monitoring and assessing work performance of others.
  • Ability to travel 15- 25%, primarily statewide.