Employee Benefits Client Manager, Advisory & Consulting

World Insurance Associates LLC; Green Bay (WI); On-site; USD 80,000 - 100,000; Full time

Job summary

World Insurance Associates (World) is seeking a client service professional to support middle-market clients under guidance, collaborating with senior colleagues on renewal messaging and strategy.

Responsibilities include managing assigned books, renewal messaging, and contributing to program design while leveraging EB analytics tools for insights and recommendations.

Qualifications

• Understand fully insured, level-funded, and self-funded concepts.
• Identify trends in health plan data and communication implications.
• PM skills coordinating with carriers, vendors, SMEs.
• Proficient in Excel and PowerPoint; EB analytics tools.

Responsibilities

• Lead client strategy planning and contribute to program and coverage recommendations.
• Support RFPs, carrier negotiations, and contract reviews for fully insured clients typically between $25k to $100k in revenue.
• Benchmark using EB tools, develop financial dashboards and projections, and present insights.
• Lead client and vendor meetings (Carrier implementation) and conduct open enrollment meetings (in-person and virtual).
• Communicate the value of EB Subject Matter Experts and know when to engage them.
• Take and resolve calls/emails from clients and members about claims, billing, EOB, and coverages.

Skills

Insurance concepts

Data analysis

Project management

Client communication

Open enrollment facilitation

Education

Bachelor's degree preferred

Tools

Excel

PowerPoint

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 guidanceand ordirection,leadsclient 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.
• Independentlyleads ona 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 contributesto program and coverage recommendations.
• Supports RFPprocess,carriernegotiationsand carrier contract reviews for fully insured clients typically between $25k to $100k in revenue.
• Build using EB tools andtemplatesbenchmarking, financial dashboards, projections, and other financial analysis andassistin presenting insights and recommendations.
• Lead client and vendor meetings and calls (such as Carrier implementation) andconductingknowledgeable and engaging open enrollment meetings (both in-person and virtually).
• Communicate the value of WIA EB Subject Matter Experts andknowingwhen to engage them.

Additional Duties

• Take and resolve calls/emails from clients andormembers, related to claims, billing,EOBand coverages

Work Experience

Knowledge, Skills, and Abilities (Proficient)

• Understanding offully insured, level-funded, and simple self-funding concepts.
• Identifyingtrends 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 aroundvendor/solutions/products outside of traditional insurance products.

People Management

• Individualcontributor;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 equivalentwork experience would be considered

Compensation

The base salary for this position at the time of this posting may range from $80,00 to $100,000. 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.

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 forcefrequentlyto lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically isrequiredevery day, and walking and standing arerequiredoccasionally.

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 equalopportunityworkplace. 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 knownphysical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would imposean undue hardship on the operation of our business.