Job Application - World Insurance Associates

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Product Manager and Trainer (BenefitPoint) - REMOTE

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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.

Position Summary

The BenefitPoint Product Manager and Trainer has overall responsibility for the day-to-day system management including user maintenance and support, data integrity, system enhancements and National level adoption among all offices. Working collaboratively with EB Operations, this individual will use their client management experience to build efficient system workflows, develop user champions, train offices and lead system integration for all new acquisitions. As the internal/external system expert, this individual will lead successful system utilization, manage data governance, and drive best practices for efficiency.

Primary Responsibilities

  • Manage system configuration including office and employee set-up, maintenance and updates.
  • Work with team members, internal staff, and vendors to research and resolve problems.
  • Collaborate with Data Governance and IT to assure data quality and integration across related technology systems.
  • Lead the development and maintenance of the BenefitPoint training program including, but not limited to training manuals, quick reference guides and training sessions (e.g., hand-on, virtual, video).
  • Create standard and customized reporting to manage data accuracy, user activity, revenue tracking, missing cash, and book of business reports for capacity planning and revenue tracking.
  • Build and implement acquisition playbook to assure smooth and timely system migration and user adoption for new offices (project management to include key milestones, timelines, outcomes, etc.).
  • Lead the system migration for newly acquired offices to meet aggressive GO LIVE timelines, including data gathering, system upload templates, resource coordination, UAT and audit processes.
  • Function as the internal expert providing support to Operations and Accounting/Finance to assure system adherence, manage data integrity and maximize system functionality.
  • Develop and provide standard operating procedures for daily workflows, plan detail population, activities tracking and benchmarking.
  • Collaborate externally with vendor and industry peer user groups, representing WIA on user committee and researching available features and bringing best practices and enhancement ideas.


  • Organized self-starter with previous experience in project management, workflow development, process improvement, training and change management.
  • Previous system migration and data conversion experience, including experience developing test data plans, user UAT and data verification processes with ability to meet project GO LIVE deadlines.
  • Strong attention to detail and ability to analyze, manipulate and manage large sets of data.
  • Strong written, verbal and presentation communication skills, with ability to collaborate with all levels within the organization to achieve buy-in, system utilization and quality metrics.
  • Previous experience in BenefitPoint system configuration required.
  • Above average Microsoft Excel, PowerPoint, and Word skills.
  • College degree or equivalent experience preferred
  • Employee benefits insurance industry knowledge desired.

Additional Information

  • 35% -50% travel required.