World Insurance Associates LLC · 21 hours ago
Relationship Manager
Iselin, NJ
Full-time
Onsite
Mid Level
3+ years expWorld Investment Advisors, LLC is looking for an experienced Relationship Manager to join their team. The primary responsibility of the Relationship Manager is to oversee and provide advisory services to assigned Retirement Plan Clients, focusing on maintaining high client satisfaction and retention through fiduciary and non-fiduciary services.
AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance
Responsibilities
Determining Plan Objectives and Options Available Through the Plan
Reviewing Retirement Plan Committee Structure and Requirements
Reviewing Participant Education and Communication Strategy, Including ERISA 404(c) Requirements
Coordinating and Reconciling Participant Disclosures under ERISA Rule 404(a)
Developing Requirements for Responding to Participant Requests for Additional Information
Developing and Maintaining a Fiduciary Audit File
Attending Periodic Meetings with Plan Committee (Upon Request by Plan Sponsor)
Reviewing Fees and Services and Identifying Procedures to Track the Receipt and Evaluation of ERISA 408(b)(2) Disclosures
Providing Periodic Benchmarking of Fees and Services to Assist Review for Reasonableness
Reviewing ERISA Spending Accounts or Plan Expense Recapture Accounts (PERAs)
Generating and Evaluating Service Provider Requests for Proposals (RFPs) and/or Requests for Information (RFIs)
Support with Contract Negotiations
Service Provider Transition and/or Plan Conversion
Investment Policy Statements
Assessment of Overall Investment Structure of Plan (i.e., types and number of asset classes, model portfolios, etc.)
Review of the Plan’s Investment Options
Review of Qualified Designated Investment Alternatives (QDIA)
Search and Review of Investment Managers
Providing Group Enrollment and Investment Education Meetings
Supporting Individual Participant Questions
Providing Periodic Updates, Upon Request or Newsletter
Assisting Participants with Retirement Readiness
Providing Fee Specific Education and Communicate the Plan’s Requirements for Requesting Additional Information about Plan Fees and Expenses
Qualification
Required
At least 3 years' experience in the Retirement Plan industry is required
Proven verbal, written communication and interpersonal skills
Superb computer skills, including facility with Microsoft Office Suite (Word, PowerPoint, Excel, etc.)
Detail oriented, organized, and able to multitask
Comfortable working with all levels of management
Series 65 or 66 (or ability to obtain once hired)
Preferred
Bachelor's Degree from accredited university preferred, but not required
Previous experience as a Relationship Manager is preferred
Benefits
401(k) with Employer Match
Health Insurance (with HSA option)
Dental Insurance
Vision Insurance
Life Insurance
Flexible Paid Time Off Policy
Flexible Spending Account (FSA)
Healthy Work/Life Balance
Paid Parental Leave
Remote Work Opportunity
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
Charlesbank Capital Partners,Goldman Sachs Asset ManagementGoldman 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
New Orleans CityBusiness
2026-02-05
2026-01-20
Company data provided by crunchbase