Senior Account Executive, Team Lead - Middle and Large Group

World Insurance Associates LLC; Philadelphia (Philadelphia County); Hybrid; USD 100,000 - 130,000; Full time

Job summary

A leading insurance broker seeks a Senior Account Executive, Team Lead to manage complex clients and develop strategic plans in a dynamic team. This full-time role involves leadership in benefit plan design, client relationship management, and project implementation, driving excellence in service delivery for significant accounts.

Qualifications

• Experience in managing complex client services and benefits.
• Knowledge of underwriting and funding concepts.
• Proficiency in presenting and communicating effectively.

Responsibilities

• Lead the development of multiyear strategic plans for clients.
• Manage vendor performance and resolve service issues.
• Develop and implement carrier and vendor project plans.

Skills

Plan design

Carrier negotiations

Project planning

Communication skills

Education

Bachelor's degree

State life and health insurance license

Tools

Word

Excel

PowerPoint

Job description

Senior Account Executive, Team Lead - Middle and Large Group

Senior Account Executive, Team Lead - Middle and Large Group

1 day ago Be among the first 25 applicants

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.

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.

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.

- Hybrid

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Insurance

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