World Insurance Associates LLC · 3 hours ago
Employee Benefits Account Manager - Middle & Large Group - Brooklyn, NY
World Insurance Associates is a rapidly growing financial services organization specializing in various insurance and benefits solutions. The Employee Benefits Account Manager role involves leading client service for middle market clients, managing strategy planning, and supporting RFP processes while collaborating with senior colleagues.
AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
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
Qualification
Required
Must hold state life and health insurance license
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
Preferred
Bachelor's degree preferred, but equivalent work experience would be considered
Benefits
Competitive benefits package
Variable pay programs
Company
World Insurance Associates LLC
World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Goldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired
Leadership Team
Recent News
2026-01-20
Dallas Innovates
2026-01-07
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