Employee Benefits Senior Client Manager, Select
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. This position independently leads client service, acts autonomously on most decisions without guidance or direction, and delivers renewal messaging and makes coverage recommendations for most clients. Clients are often small, with less than 50 enrolled, but could be up to 100 and are typically fully insured, or level funded. The role may provide support or lead a few middle market accounts under general direction. The Senior Client Manager supports between $500K to $700K in EB revenue.
Requirements
- Advanced knowledge of ACA fully insured plans, ancillary lines and HRAs and HSAs.
- Advanced knowledge to work across multiple states with proficiency in plans and products.
- Advanced skills in leading SBU renewal meetings, carrier implementations, open enrollments, and open service issues.
- Proficient in level-funded and basic self-funding concepts.
- Proficient in Word, Excel, and PPT and applicable WIA EB Templates.
- Proficient in BenefitPoint and Perfect Quote, Quoting tools and WIA EB Workflows.
- Must hold state life and health insurance license.
Responsibilities
- Facilitate renewal discussions (program and coverage recommendations) based on client needs
- Gather data and pull renewals, plan variations and quotes
- Negotiate with carriers when applicable
- Present renewal and or quotes to clients, with recommendations
- Obtains and confirms client’ final decision
- Complete carrier installation, including all required paperwork
- Model and communicate contribution strategies and recommendations
- Coordinate and facilitate open enrollment
- Manage eligibility and resolve escalated claims/billing issues.
- Support and guide client through small group audit/certification
- Maintain and update BenefitPoint for all client and policy data files/documents
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What This Job Offers
Job Type
Full-time
Career Level
Senior
