Retirement Analyst

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America.  We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Summary
As a Retirement Analyst you will contribute to the team by providing overall and strategic account support with a focus on client relations, retention, employee education, and escalated client service issues.


Primary Responsibilities

• Client Relationship Management: assist with the management of client relationships, interfacing with the HR & Finance teams on employee benefit matters
• Assist on a multitude of retirement plan compliance related activities such as Form 5500 filing, required annual disclosures, and 401(k) discrimination testing
• Assist with Employee Education initiatives – coordinating the scheduling of Employee webinar meetings with Recordkeeper institutions.
• Preparing client presentations for quarterly meetings with Retirement Plan Committees.
• Manage Client & Customer Service items, responsible for resolving customer/client escalation items to completion and compliance with Retirement plan rules
• Good understanding of Excel and PowerPoint 

• Minimum 5 years of industry/related experience
• Solid customer service skills
• Bachelor’s Degree strongly preferred
• Proficiency in Microsoft Word, PowerPoint, Excel, Outlook

Compensation
This position is located in New York. The base salary for this position at the time of this posting may range from $60,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.


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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