World Insurance Associates, LLC.
Senior Client Manager Team Lead, Employee Benefits - Small Group
Phoenix, AZ - Full Time
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
- Our employee benefits practice is seeking an experienced Small Business Client Service professional to join our growing team. This individual will have a proven track record of independently leading client service to help small businesses offer affordable and effective employee benefits. This individual will lead all client manager activities and act autonomously on most decisions without guidance or direction AND deliver renewal messaging for most clients within book of business.
Primary Responsibilities
- Manage client service on assigned book of clients, including onboarding new clients and maintaining and advising clients on current and recommend plan options.
- Provide strong insurance technical expertise to both clients and team, including knowledge of multiple types of funding arrangements and carrier and market offerings.
- In addition to leading client service for assigned book, this individual will lead a small team of employees, mentoring and guiding them on client service best practices and managing performance for strong retention and adherence to workflows and data standards.
- Maintain quality control of team renewal expirations to avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner and leveraging external vendors and partners.
- Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.
- Update and maintain client documentation and policy level detail in agency management system according to workflows and assuring accuracy for compliance. Perform periodic quality audits, when necessary.
- Partner with DSL in support of company operational objectives. Participate in team meetings and contribute ideas to enhance operational efficiencies to achieve targets.
- Assist with interviewing, hiring, training, and development of assigned team as designated by the DSL.
Qualifications
- Minimum 4-6 years of small group employee benefits experience within the brokerage industry, with strong knowledge of all product lines and federal/state legislative and compliance requirements.
- Advanced knowledge of EB small group benefits and product offerings a specified region
- Ability to work independently and confidently
- Strong understanding of client service in small business, with experience deploying various technologies to streamline processes and bring efficiencies
- Strong organizational skills with the ability to successfully manage large volumes efficiently, coordinating workflows, resources and balancing multiple priorities simultaneously
- Strong verbal and written communication and presentation skills, with the ability to build rapport, influence and collaborate with others and build strong relationships
- Proficient skills in Excel, PPT and EB BenAdmin systems; BenefitPoint experience a plus.
- High attention to detail with strong problem solving and critical thinking skills
Professional Licenses/Certifications and Education
- Must hold state life and health insurance license
- Associate or bachelor's degree preferred, but equivalent work experience would be considered
Physical Demands
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 force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
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 equal opportunity workplace. 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 impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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