Client Manager, Advisory & Consulting

Company Overview

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long‑term financial goals.

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

• With some guidance and or direction,leads client service for middle market clients, and supports large market clients often collaborating closely with senior colleagues on strategy design and renewal messaging.

• Clients are often fully insured, or level funded with 50 to 250 enrolled EEs, and generate $25k or more in EB revenue.

• Independently leads ona few key clients and/or small clients, including renewal messaging.

• Assigned book between $700K to $1.2M in EB rev.

• Manage client strategy planning and contributes to program and coverage recommendations.

• Supports RFPprocess,carriernegotiationsand carrier contract reviews for fully insured clients typically between $25k to $100k in revenue.

• Build using EB tools andtemplatesbenchmarking, financial dashboards, projections, and other financial analysis andassistin presenting insights and recommendations.

• Lead client and vendor meetings and calls (such as Carrier implementation) andconductingknowledgeable and engaging open enrollment meetings (both in‑person and virtually).

• Create and edit open enrollment communicate templates

• Communicate the value of WIA EB Subject Matter Experts andknowingwhen to engage them.

• Take and resolve calls/emails from clients andormembers, related to claims, billing,EOBand coverages

• Understanding offully insured, level‑funded, and simple self‑funding concepts.

• Identifying trends and patterns in data sets and understanding their implications for clients’ health plans.

• Project management skills in collaborating with colleagues, carriers, vendors, and SMEs to deliver on client service plans.

• Excel and PowerPoint, with developing knowledge and application of EB analytics tools, models, and capabilities.

• Effective communicator, tailoring writing and speaking styles to convey messages and ideas to varied audiences to build understanding and commitment.

• Developing knowledge around vendor/solutions/products outside of traditional insurance products.

• Individual contributor;may provide general guidance/direction to more junior staff informally.

• Must hold state life and health insurance license

Bachelor’s degree preferred, but equivalent work experience would be considered

Office work involves working at a desk most of the time, using a stand‑up/sit‑down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, and walking and standing arerequiredoccasionally.

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equalopportunityworkplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.

In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would imposean undue hardship on the operation of our business.