Carrier Credentials Team Lead

About Us

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

Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.  Click here to learn more about World

About the Role

As a key part of World’s Corporate Operations, the Carrier Credentials Team works closely with all World Insurance branches and our insurance carriers to ensure seamless access to accurate carrier codes. Our Carrier Credentials Team Lead will be responsible for the following:

Strategy

• Own the strategy for all carrier platform access management
• Identify internal and external resources required to fulfill business objectives
• Model industry best practices
• Leverage feedback from both our insurance carriers as well as our colleagues
• Evaluate KPIs to continuously assess performance and future opportunities

Leadership and Management

• Provide oversight and leadership for team of Carrier Credentials Specialists and external vendor resources
• Use key stakeholder feedback to set and monitor team performance
• Model World’s culture while leading collaborative teams committed to service excellence

Project Management

• Drive the successful completion of all key deliverables related to systems access to insurance carrier platforms for new businesses acquired by World
• Track all administrative and individual system access points with external vendors
• Complete timely activation and deactivation of third-party system access as needed
• Perform other special projects and tasks as assigned

Continuous Improvement

• Consistently demonstrate a genuine passion for continuous improvement of processes and both individual and team performance
• Analyze current workflows and formulate / present ideas for improvement
• Take ownership of the delivery of change management initiatives

Insurance Carrier Systems and Vendor Oversight

• Oversee the team of internal and external resources
• Communicate with carriers and create site login credentials for agents, administrators, and all other World employees as needed
• Coordinate with newly acquired agencies to streamline the carrier credentials integration process
• Update master agency codes sheet daily as new codes are discovered
• Update the database of employee credentials during the onboarding and offboarding of World colleagues

Required Knowledge, Skills and Abilities

Successful candidates for this role -

• are highly organized, collaborative team players with strong attention to detail
• are able to simultaneously balance multiple commitments and competing deliverables
• are creative problem-solvers and avid learners
• are proficient in the use of SharePoint and Microsoft Office (Word, Excel, PowerPoint, and Teams)
• thrive in a rapidly growing, continuously evolving environment
• are looking for an opportunity to join a high growth company
• possess a minimum of 3 years leadership experience - Insurance experience is strongly preferred

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.