Senior Account Executive, Team Lead - Middle and Large Group

Insurancecenterinc; Pennsylvania; On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm is seeking a Senior Account Executive, Team Lead to handle large, complex client accounts. This role will involve developing strategic plans, managing relationships, and ensuring service excellence, ideal for individuals with strong communication and project management skills. Join a dynamic team where your expertise will drive impactful client solutions and help grow the business.

Qualifications

• Must hold state life and health insurance license.
• Experience in EB large market / self-funded analytics tools.
• Ability to influence key decision makers.

Responsibilities

• Lead clients in developing multiyear strategic plans.
• Manage vendor/carrier performance and escalated service issues.
• Obtain and analyze data using advanced formulas and create reporting dashboards.

Skills

Plan design

Carrier negotiations

Project planning

Communication

Presentation skills

Analysis

Education

Bachelor’s degree preferred

Tools

Word

Excel

Power Point

Job description

Senior Account Executive, Team Lead - Middle and Large Group

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

• Independently leads client strategy and service on the largest and most complex clients across the company, a typical client generates over $100k in annualized revenue. Clients are often self-funded, with 500+ enrolled EEs.
• Creates multiple opportunities to engage and diagnose highly complex needs proactively and determines strategic direction to meet the client’s evolving needs and sells all of World . Participates in internal and external events, conferences and seminars, events, including engaging audience as speaker on industry topics and best practices.
• Assigned book is between $1.5M to $5M in EB revenue.

Primary Responsibilities

• Lead clients through the development of a multiyear strategic plan that includes industry leading solutions and program recommendations.
• Lead with expert knowledge and input on benefit plan design strategy, rate analysis, RFP process, carrier negotiations, and carrier contract reviews.
• Present financial story around plan performance through dashboards, benchmark, and stewardship reporting, providing actionable insights and recommendations.
• Develop and lead carrier and vendor implementation project plans
• Oversee development and preparation of OE/Benefit communications materials and BenAdmin Technology, where applicable
• Develop and execute Annual Service Plan; lead client touch points, project manage key initiatives and tasks with junior colleagues and assigned SME resources, track open items and deliver notes to client (includes compliance needs including 5500 filing, Medicare Part D Disclosures, Reporting, HIPAA, ERISA, COBRA)
• Engage with clients to educate on market trends, carrier and vendors solutions, EB SME and World capabilities (not just day-to-day service)
• Manage vendor/carrier performance and escalated service issues
• Finalize and deliver Stewardship report and messaging

Work Experience

Knowledge, Skills, and Abilities (Expert)

• Plan design (e.g., VBD, RBP, PBM,) underwriting, funding concepts and external third-party products/solutions, beyond traditional insurance products.
• Carrier negotiations with clients with large and highly complex clients
• Executive presence with polished communication/presentation skills with the ability to influence key decision makers.
• Project planning and management around renewal. carrier implementation, open enrollment, vendor implementation, etc.
• Word, Excel and Power Point. Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively.
• EB large market / self-funded analytics tools, models, and capabilities.

People Management

• May act as Team Lead to client service delivery colleagues.
• Acts as a mentor, demonstrates leadership attributes, shares expertise. May plan, assign, monitor, and review progress and accuracy of work, evaluating results of and the work of others. May contribute to the selection, training, and evaluation of others.

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.

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.

If you thrive in a fun, fast-paced environment, then World may be the place for your next career move. At World, your ideas are welcomed, and your personal growth potential is unlimited. Our entrepreneurial culture fosters innovation, collaboration, and ownership of your work. Join a winning team of like-minded people that enjoy a rewarding career.