World Insurance Associates ยท 1 month ago
Senior Account Executive, Employee Benefits - Miami, FL
Miami, FL
Full-time
Hybrid
Senior LevelWorld Insurance Associates is a rapidly growing financial services organization specializing in insurance and employee benefits. The Senior Account Executive will independently lead client strategy and service for complex clients, developing strategic plans and managing vendor performance to enhance client satisfaction and revenue.
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, 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
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
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
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