World Insurance Associates · 13 hours ago
Employee Benefits Senior Account Executive - Middle & Large Group
Miami, FL
Full-time
Hybrid
Senior LevelWorld Insurance Associates is a fast-growing financial services organization specializing in insurance and benefits solutions. The Employee Benefits Senior Account Executive will lead client strategy and service for large and complex clients, developing strategic plans and overseeing the implementation of benefit solutions.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Lead clients through the development of a multiyear strategic plan that includes industry leading solutions and program recommendations
Lead with expert knowledge and input on benefit plan design strategy, rate analysis, RFP process, carrier negotiations, and carrier contract reviews
Present financial story around plan performance through dashboards, benchmark, and stewardship reporting, providing actionable insights and recommendations
Develop and lead carrier and vendor implementation project plans
Oversee development and preparation of OE/Benefit communications materials and BenAdmin Technology, where applicable
Develop and execute Annual Service Plan; lead client touch points, track open items and deliver notes to client (includes compliance needs including 5500 filing, Medicare Part D Disclosures, Reporting, HIPAA, ERISA, COBRA)
Engage with clients to educate on market trends, carrier and vendors solutions, EB SME and World capabilities (not just day-to-day service)
Manage vendor/carrier performance and escalated service issues
Finalize and deliver Stewardship report and messaging
Qualification
Required
Must hold state life and health insurance license
Plan design (e.g., VBD, RBP, PBM,) underwriting, funding concepts and external third-party products/solutions, beyond traditional insurance products
Carrier negotiations with clients with large and highly complex clients
Executive presence with polished communication/presentation skills with the ability to influence key decision makers
Project planning and management around renewal, carrier implementation, open enrollment, vendor implementation, etc
Word, Excel and Power Point. Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively
World EB large market / self-funded analytics tools, models, and capabilities
Independently leads client strategy and service on the largest and most complex clients across the company, a typical client generates over $100k in annualized revenue
Creates multiple opportunities to engage and diagnose highly complex needs proactively and determines strategic direction to meet the client's evolving needs and sells all of World
Assigned book is between $1.5M to $5M in EB rev
Lead clients through the development of a multiyear strategic plan that includes industry leading solutions and program recommendations
Lead with expert knowledge and input on benefit plan design strategy, rate analysis, RFP process, carrier negotiations, and carrier contract reviews
Present financial story around plan performance through dashboards, benchmark, and stewardship reporting, providing actionable insights and recommendations
Develop and lead carrier and vendor implementation project plans
Oversee development and preparation of OE/Benefit communications materials and BenAdmin Technology, where applicable
Develop and execute Annual Service Plan; lead client touch points, track open items and deliver notes to client (includes compliance needs including 5500 filing, Medicare Part D Disclosures, Reporting, HIPAA, ERISA, COBRA)
Engage with clients to educate on market trends, carrier and vendors solutions, EB SME and World capabilities (not just day-to-day service)
Manage vendor/carrier performance and escalated service issues
Finalize and deliver Stewardship report and messaging
May act as Team Lead to client service delivery colleagues
Promotes an effective team environment through clear communication of assignments and provision of feedback. Acts as mentor, effectively demonstrates leadership attributes, shares expertise. May select, train, and evaluate other team members
Preferred
Bachelor's degree preferred, but equivalent work experience would be considered
Company
World Insurance Associates
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 1956
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase