World Insurance Associates ยท 1 month ago
Unit Leader, SE Florida
Miami, FL
Full-time
Onsite
Senior LevelWorld Insurance Associates is a rapidly growing financial services organization that specializes in insurance and risk management solutions. The Unit Leader role focuses on leading a team to develop and deliver insurance solutions while prospecting and cultivating new commercial clients.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Lead the development and delivery of insurance solutions to new and existing clients throughout the region
Lead the local team of revenue producing Client Advisors and local customer service colleagues to grow the business by delighting our clients
Work with World's leadership team to continuously grow and develop our offerings to new and existing clients in the region - Foster a culture of continuous improvement and innovation
Identify, prospect, and cultivate new business, with a focus on commercial accounts
Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
Track all sales activities in HubSpot and leverage HubSpot to its fullest potential
Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services
Qualification
Required
Must have the ability to establish credibility with agri-business / crop / farm owners to present a range of insurance solutions that bring value to clients
Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services)
Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business
Preferred
Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program
Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot)
Built and presented client 'pitch decks' / presentations
Benefits
Full suite of employee benefits
401(k) match that is immediately fully vested
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