Employee Benefits Senior Account Executive - Middle & Large Group

World Insurance Associates. • Miami, FL

7h • Hybrid

About The Position

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. Position Summary Independently leads client strategy and service on the largest and most complex clients across the company, a typical client generates over $100k in annualized revenue. Clients are often self-funded, with 500+ enrolled EEs. Creates multiple opportunities to engage and diagnose highly complex needs proactively and determines strategic direction to meet the client’s evolving needs and sells all of World . Seen as industry leader and engaging speaker at internal and external conferences and seminars. Assigned book is between $1.5M to $5M in EB rev.

Requirements

• 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.
• World EB large market / self-funded analytics tools, models, and capabilities.
• Must hold state life and health insurance license

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, 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees