Employee Benefits Client Manager, Advisory & Consulting

World Insurance Associates, LLC.; Green Bay (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

World Insurance Associates, LLC. is seeking a client services-focused professional to support middle market clients within employee benefits. Under guidance, you will help design renewal messaging, conduct carrier negotiations, and assist with RFP processes.

Responsibilities include leading client strategy planning, presenting insights, and conducting open enrollment meetings (in-person and virtual). A state life and health license is required, with a bachelor’s degree preferred.

Qualifications

• Experience in fully insured, level-funded, or self-funded health plans.
• Ability to identify data trends affecting client health plans.
• Experience coordinating with carriers, vendors, and SMEs.

Responsibilities

• Lead client strategy planning and contribute to program and coverage recommendations.
• Support RFPs, carrier negotiations, and contract reviews for fully insured clients.
• Build benchmarking and financial dashboards using EB tools and present insights.
• Lead client and vendor meetings and open enrollment sessions (in-person and online).
• Create and edit open enrollment communication templates.
• Explain the value of EB SME support and when to engage them.

Skills

Insurance concepts

Data analysis

Project management

Excel

PowerPoint

Effective communication

Education

Bachelor’s degree preferred

Tools

EB analytics tools

Job description

Company Overview
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

• With some guidance and or direction, leads client service for middle market clients, and supports large market clients often collaborating closely with senior colleagues on strategy design and renewal messaging.

• Clients are often fully insured, or level funded with 50 to 250 enrolled EEs, and generate $25k or more in EB revenue.

• Independently leads on a few key clients and/or small clients, including renewal messaging.

• Assigned book between $700K to $1.2M in EB rev.

Primary Responsibilities

• Manage client strategy planning and ++contributes++ to program and coverage recommendations.

• Supports RFP process, carrier negotiations and carrier contract reviews for fully insured clients typically between $25k to $100k in revenue.

• Build using EB tools and templates benchmarking, financial dashboards, projections, and other financial analysis and assist in presenting insights and recommendations.

• Lead client and vendor meetings and calls (such as Carrier implementation) and conducting knowledgeable and engaging open enrollment meetings (both in-person and virtually).

• Create and edit open enrollment communicate templates

• Communicate the value of WIA EB Subject Matter Experts and knowing when to engage them.

Additional Duties

• Take and resolve calls/emails from clients and or members, related to claims, billing, EOB and coverages

Work Experience

Knowledge, Skills, and Abilities (Proficient)

• Understanding of fully insured, level-funded, and simple self-funding concepts.

• Identifying trends and patterns in data sets and understanding their implications for clients’ health plans.

• Project management skills in collaborating with colleagues, carriers, vendors, and SMEs to deliver on client service plans.

• Excel and PowerPoint, with developing knowledge and application of EB analytics tools, models, and capabilities.

• Effective communicator, tailoring writing and speaking styles to convey messages and ideas to varied audiences to build understanding and commitment.

• Developing knowledge around vendor/solutions/products outside of traditional insurance products.

People Management

• Individual contributor; may provide general guidance/direction to more junior staff informally.

Professional Licenses/Certifications

• Must hold state life and health insurance license

Education
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.