Apply on Employer Site

World Insurance Associates LLC · 2 weeks ago

Senior Associate Account Manager, Employee Benefits - Miami, FL

Miami, FL

Full-time

Onsite

Mid, Senior Level

2+ years exp

World Insurance Associates LLC is one of the fastest-growing insurance brokerage firms in the United States, specializing in personal and commercial insurance lines, employee benefits, and financial services. The Senior Associate Account Manager in Employee Benefits will support client service tasks, manage multiple projects, and contribute to employee benefits strategy and renewal processes.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Contributes to employee benefits strategy and the renewal/marketing process through gathering vendor/client information and census, obtaining historical data necessary for bid process, preparing RFPs, inputting, tracking, and analyzing benchmarking data, providing value-added analysis and summaries, etc

Contributes to the completion of reports and administrative actions for clients including requesting Schedule As for Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, etc

Contributes to open enrollment process including coordination of meetings, preparation of materials and presentations, checking information, updating internal systems, delivering enrollment presentations, answering employee questions, etc

Assists with implementation of new lines of coverage and carrier changes to ensure a smooth transition, completes all new and renewal business documentation

Updates agency management system with new client and renewal information

Assists with setup of online benefits enrollment support tools

Resolves claims or administrative issues on behalf of client, escalates claims issues by identifying where plan provisions were misapplied

Plans, prioritizes and provides timely, accurate work consistently and independently for new business and renewals ensuring internal and external deadlines are met

Attends onsite and offsite client meetings as necessary

Contributes to client retention efforts by building strong client satisfaction from a tactical client management perspective

Complies with established best practices by client segment utilizing established workflows to deliver service excellence within the scope of services for assigned clients

Other duties as assigned

Qualification

Employee Benefits knowledgeClient Management experienceLife/Health insurance licenseAgency management systemsFinancial acumenAnalytical skillsExcel proficiencyPowerPoint proficiencyWord proficiencyTime managementOrganizational skillsCommunication skills

Required

Knowledge of EB carriers, EB group benefits in multiple product lines (medical, dental, life, AD&D, disability, etc.) and carrier/broker/client portals

Developing knowledge of group benefits federal/state legislation related to the insurance industry

Developing knowledge of agency management systems, quoting tools and EB workflows

Developing knowledge of EB value proposition by segmentation, applicable EB templates and standardized client service deliverables

2-3 years of Employee Benefits Brokerage Client Management support experience

Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry

Life/Health insurance license or the ability to obtain immediately required

Strong financial acumen, with the ability to develop and work with mathematical formulas

Excellent time management and organizational skills with attention to detail and the ability to multi-task

Ability to maintain effective relationships with peers, clients and carriers

Ability to effectively communicate, both written and verbally, with internal and external stakeholders

Ability to work independently, be resourceful and problem solve with strong analytical and critical thinking skills and high sense of urgency

Advanced skills in Excel, PowerPoint and Word

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.

Founded in 2012

Monmouth Beach, New Jersey, USA

1001-5000 employees