Job Application - World Insurance Associates

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Operations & Special Projects Manager

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The Operations and Special Projects Manager will have a strong background in the placement of Employee Benefits and operational improvement across multiple locations with a national broker.  They will lead and implement numerous projects across the Employee Benefits practice in fast-paced environment.  Must be able to rollup sleeves and dig into data in order to create long-term strategies for the business. 


Essential Duties and Responsibilities:

·       Exercise problem solving skills, crafts and presents actionable recommendations, and works with management and staff to implement solutions with the Employee Benefits practice.

·       Develops detailed action plans, including time frame, work to be performed, sequence of events, etc. to be performed by whom.

·       Conduct impact analyses, assess change readiness and identify key stakeholders.

·       Develops communication and training on assigned projects.

·       Develops business cases, requirements, and performance metrics.

·       Analyzes and reengineers business processes, with input from management and staff.

o   Determine comprehensive business requirements.

o   Document ‘as-is’ processes and information flows.

o   Develop ‘to-be’ process flows and process change diagrams to identify needed organizational and workflow changes.

·       Follow key industry/market trends and technology to ensure the relevance and innovative approach of World Benefits solutions and capabilities.

·       Provide input, document requirements and support the design and delivery of EB projects impacting the operations across the organization.


Projects include but are not limited to:

·       Leads operational integration activity of newly acquired Employee Benefit operations, evaluating processes, vendors, carriers, policies and talent, integrating into the World platform.  Includes detailed work for EPIC integration, carrier activity and vendor analysis.

·       Establish a formal process at a national level to organize and establish processes for EB carrier information and activity, monitoring overall business placed.

·       Roll out new EB solutions and capabilities across the organization.

·       Evaluate vendor and carrier capabilities for National solutions.

·       Support and subject matter expert for EB Agency Management System (experience with EPIC required).

·       Expertise is tracking data relevant to EB and how to utilize data down to a policy level for making strategic decisions across the business.


Required Qualifications:

·       Experience in with a national broker in a regional or multi-office Employee Benefits environment.

·       Extensive experience in the placement of all lines of EB business including fully-insured and self-insured medical, comprehensive understanding of commissions, carriers and program nuances throughout the US.

·       Excellent Excel skills with the ability to analyze large amounts of data for trends and issues.

·       Bachelors degree; MBA Preferred

·       Minimum of 8 years of related experience.

·       2+ years of experience in design and rollout issues specific to EB and agency management systems, EPIC preferred

·       2+ years in project/ program management and operational improvement specific to Employee Benefits preferred

·       National carrier relationship experience a plus


Work Traits:

·       Demonstrated ability to think strategically, identify and solve difficult business problems.

·       Strong quantitative and qualitative analysis skills.

·       Ability to gather, synthesize and analyze data and draw logical conclusions.

·       Strong communication skills, both verbal and in written.

·       Demonstrated ability to work independently with limited guidance.

·       Ability to work in a fast-paced environment with a high degree of accuracy and attention to detail.

·       Ability to manage and negotiate multiple priorities and deadlines.


*Ideally this individual will be located along the East Coast, or in the Mid-west or South. Willing to travel 30% of time as things open up. 

This description is not meant to be all-inclusive.  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed within the full job description (which will be provided upon interview) are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.