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World Insurance Associates LLC · 4 hours ago

Senior Account Executive, Employee Benefits - Miami, FL

Miami, FL

Full-time

Onsite

Senior Level

World Insurance Associates is a rapidly growing financial services organization that specializes in various insurance and benefits solutions. The Senior Account Executive will independently lead client strategies for large, complex clients, ensuring their evolving needs are met while managing significant revenue accounts and providing expert guidance on benefit plans and vendor relationships.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

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, project manage key initiatives and tasks with junior colleagues and assigned SME resources, 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

Plan designCarrier negotiationsProject planningLifeHealth insurance licenseData analysisCommunication skillsLeadership attributes

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

EB large market / self-funded analytics tools, models, and capabilities

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

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

Acts as a mentor, demonstrates leadership attributes, shares expertise. May plan, assign, monitor, and review progress and accuracy of work, evaluating results of and the work of others. May contribute to the selection, training, and evaluation of others

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.

Founded in 2012