World Insurance Associates LLC · 4 hours ago
Employee Benefits Senior Associate Account Manager
Miami, FL
Full-time
Onsite
Entry, Mid Level
2+ years expWorld Insurance Associates LLC is one of the fastest-growing insurance brokerage firms in the United States, specializing in various insurance lines and employee benefits solutions. The Employee Benefits Senior Associate Account Manager will support the lead servicer in managing client service tasks, preparing RFPs, coordinating open enrollment, and maintaining client files while ensuring high client satisfaction.
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
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Goldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired
Leadership Team
Chris Badger
Principal, Gulf States Division Leader
John Cicchelli
Head of Employee Benefits: North America
Recent News
2026-01-20
Dallas Innovates
2026-01-07
Company data provided by crunchbase