Employee Benefits Client Manager, Advisory & Consulting
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Overview
Schedule
Full-time
Career level
Director
Remote
Hybrid remote
Compensation
$86,600-$113,700/year
Benefits
Paid Vacation
Job Description
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
- With some guidance and or direction, leads client service for middle market clients, and supports large market clients often collaborating closely with senior colleagues on strategy design and renewal messaging.
- Clients are often fully insured, or level funded with 50 to 250 enrolled EEs, and generate $25k or more in EB revenue.
- Independently leads on a few key clients and/or small clients, including renewal messaging.
- Assigned book between $700K to $1.2M in EB rev.
- Manage client strategy planning and contributes to program and coverage recommendations.
- Supports RFP process, carrier negotiations and carrier contract reviews for fully insured clients typically between $25k to $100k in revenue.
- Build using EB tools and templates benchmarking, financial dashboards, projections, and other financial analysis and assist in presenting insights and recommendations.
- Lead client and vendor meetings and calls (such as Carrier implementation) and conducting knowledgeable and engaging open enrollment meetings (both in-person and virtually).
- Create and edit open enrollment communicate templates
- Communicate the value of WIA EB Subject Matter Experts and knowing when to engage them.
- Take and resolve calls/emails from clients and or members, related to claims, billing, EOB and coverages
- Understanding of fully insured, level-funded, and simple self-funding concepts.
- Identifying trends and patterns in data sets and understanding their implications for clients’ health plans.
- Project management skills in collaborating with colleagues, carriers, vendors, and SMEs to deliver on client service plans.
- Excel and PowerPoint, with developing knowledge and application of EB analytics tools, models, and capabilities.
- Effective communicator, tailoring writing and speaking styles to convey messages and ideas to varied audiences to build understanding and commitment.
- Developing knowledge around vendor/solutions/products outside of traditional insurance products.
- Individual contributor; may provide general guidance/direction to more junior staff informally.
- Must hold state life and health insurance license
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FAQs About Employee Benefits Client Manager, Advisory & Consulting Jobs at World Insurance Associates, LLC.
What is the work location for this position at World Insurance Associates, LLC.?
This job at World Insurance Associates, LLC. is located in Mount Laurel, NJ, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at World Insurance Associates, LLC.?
Candidates can expect a pay range of $86,600 and $113,700 per year.
What employment applies to this position at World Insurance Associates, LLC.?
World Insurance Associates, LLC. lists this role as a Full-time position.
What experience level is required for this role at World Insurance Associates, LLC.?
World Insurance Associates, LLC. is looking for a candidate with "Director" experience level.
What benefits are offered by World Insurance Associates, LLC. for this role?
World Insurance Associates, LLC. offers Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at World Insurance Associates, LLC.?
You can apply for this role at World Insurance Associates, LLC. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.