Job description
Summary
Paul Global Benefits (PGB) is now a part of World Insurance Associates. 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 placement and analytics for less complex level funded, and self-funded clients (with 100 or more enrolled employees and/or generating more $25k in annualized revenue) or those fully insured clients over $100k.
Primary Responsibilities
Manages RFP preparation, carrier quote review, client proposal development and carrier negotiations.
Communicates carrier specific strengths and weakness to clients throughout the renewal process.
Builds and may deliver messaging around fully insured, level-funded and less complex self-funded financial dashboards.
Develops fully insured renewal projections, and self-funded marketing and feasibility studies, with guidance from more senior colleagues
Models’ various contribution strategies and articulate pros and cons of different approaches.
Writes client facing Executives Summaries that include observations, recommendations and next steps for senior colleague to review.
Builds and maintains positive carrier relationships.
Work Experience
Knowledge, Skills, and Abilities (Proficient)
Knowledge / user of all WIA EB Analytics models and deliverables including Financial Dashboards, RFPs, forecasting models and contribution modeling.
Knowledge of underwriting and analytics value proposition to prospects, clients and WIA colleagues.
Performs professional level work that typically requires processing and interpreting, more complex, less clearly defined issues.
Word, Excel and Power Point. Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively.
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
Compensation:
This position is located in New York State. The base salary for this position at the time of this posting may range from $70,000 to $75,000. 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 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.
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