Senior Account Executive, Team Lead - Middle and Large Group

World Insurance Associates LLC; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading financial services organization is seeking a Senior Account Executive, Team Lead to manage complex client strategies and services. This role involves developing strategic plans, negotiating with carriers, and mentoring team members. Ideal candidates will have a solid background in insurance and strong communication skills, with opportunities for hybrid work.

Qualifications

• Must hold a valid state life and health insurance license.
• Experience with large, complex clients required.
• Potentially acts as Team Lead for client service delivery colleagues.

Responsibilities

• Lead clients through the development of multiyear strategic plans.
• Provide expertise on benefit plan design and carrier negotiations.
• Manage vendor/carrier performance and address escalated service issues.

Skills

Plan design expertise

Carrier negotiations

Project management

Data analysis

Communication skills

Education

Bachelor’s degree preferred

Tools

Word

Excel

PowerPoint

Job description

Senior Account Executive, Team Lead - Middle and Large Group

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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, typically generating over $100k in annualized revenue. Clients are often self-funded, with 500+ enrolled employees.
• Creates multiple opportunities to engage and diagnose highly complex needs proactively, determining strategic direction to meet evolving client needs, and sells all of World’s services. Participates in industry events, conferences, and seminars, including speaking engagements on industry topics and best practices.
• Assigned book value is between $1.5M to $5M in EB revenue.

Primary Responsibilities

• Lead clients through the development of multiyear strategic plans, including industry-leading solutions and program recommendations.
• Provide expertise on benefit plan design strategy, rate analysis, RFP process, carrier negotiations, and contract reviews.
• Present financial performance reports, benchmarks, and stewardship insights with actionable recommendations.
• Develop and lead carrier and vendor implementation project plans.
• Oversee development of communication materials for OE/Benefits and manage BenAdmin Technology where applicable.
• Develop and execute annual service plans, lead client touchpoints, manage key initiatives, and track open items, including compliance tasks like 5500 filings, Medicare Part D disclosures, HIPAA, ERISA, and COBRA.
• Engage clients to educate on market trends, carrier/vendor solutions, and World capabilities beyond daily service.
• Manage vendor/carrier performance and address escalated service issues.
• Finalize and deliver stewardship reports and messaging.

Work Experience & Skills

• Expertise in plan design (e.g., VBD, RBP, PBM), underwriting, funding, and third-party products beyond traditional insurance.
• Experience in carrier negotiations with large, complex clients.
• Strong executive presence, polished communication, and influencing skills.
• Project management skills around renewals, carrier implementations, open enrollment, and vendor onboarding.
• Proficiency in Word, Excel, PowerPoint, data analysis, and visualization tools.
• Knowledge of EB large market/self-funded analytics tools and models.

People Management

• Potentially acts as Team Lead for client service delivery colleagues.
• Acts as a mentor, demonstrates leadership, and may participate in hiring, training, and performance evaluations.

Licenses & Education

• Must hold a valid state life and health insurance license.
• Bachelor’s degree preferred, or equivalent work experience.

Physical Demands

Office work primarily involves desk work with ergonomic equipment, occasional lifting of objects up to 10 pounds, and daily typing, grasping, and repetitive motions. Walking and standing are occasional.

EEO Statement

We celebrate diversity and are committed to equal employment opportunities for all applicants and employees, including accommodations for disabilities.

Additional Information

We do not accept unsolicited resumes from staffing agencies without a signed agreement. Resumes sent unsolicited will be considered company property.

Employment Details

• Hybrid work environment
• Senior level: Mid-Senior
• Full-time
• Business Development and Sales in the Insurance industry