Senior Client Service Manager – Employee Benefits
Summary
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Senior Client Service Manager – Employee Benefits, Small Business
Virginia Beach, Virginia
Our Employee Benefits Practice. is seeking an experienced Small Business Senior Client Services professional to join our growing team. This individual will have a proven track record of delivering a winning service experience to complex clients and help small businesses offer affordable and effective employee benefits.
Key responsibilities include:
- Manage client service on assigned book of clients, including onboarding new clients, and obtaining and maintaining current benefit plan summaries/documents, amendments, etc.
- Contribute to benefit plan coverage gap analysis, design, and cost savings strategies.
- Familiar with multiple types of funding arrangements, including fully insured, level funded, graded funded, and ASO.
- Participate in developing renewal strategy and coordinating policy marketing based on client needs, benefit plan coverage gap analysis and cost savings opportunities
- Coordinate policy marketing and participate in vendor procurement and negotiation, analyzing carrier options and summarizing and making recommendations to secure client decisions.
- Prepare for and facilitate client deliverables and materials (email, web-meetings and/or in person) as appropriate to achieve defined scope of services.
- Provide and coordinate open enrollment support and carrier implementations, including preparing benefits summary, coordinating vendor materials, and verifying policy information. Selectively participate in and/or conduct open enrollment meetings via web or in person.
- Build strong client relationships through efficient and proactive day to day client service, assisting with claims, billing, eligibility, enrollment, and coverage and compliance issues.
- Update agency management system and customer files in the document management system according to workflows and assuring accuracy for compliance.
- Participate in team meetings and contribute ideas to enhance workflows, leverage technology, assure quality service, streamline work and achieve operational targets.
- Guiding , mentoring, and being an escalated point of contact so junior team members to quickly address client needs.
Qualifications
- Minimum 5 – 8 years of small group employee benefits experience within the brokerage industry, with strong knowledge of all product lines and federal/state legislative and compliance requirements.
- Advanced knowledge of EB small group benefits and product offerings a specified region
- Ability to work independently and confidently
- Strong understanding of client service in small business, with experience deploying various technologies to streamline processes and bring efficiencies
- Strong organizational skills with the ability to successfully manage large volumes efficiently, coordinating workflows, resources and balancing multiple priorities simultaneously
- Strong verbal and written communication and presentation skills, with the ability to build rapport, influence and collaborate with others and build strong relationships
- Advanced skills in Excel, PPT and EB BenAdmin systems; BenefitPoint experience a plus.
- High attention to detail with strong problem solving and critical thinking skills
- Bachelor’s degree in a business-related program or equivalent education and/or experience in insurance
- Life/Health insurance license or the ability to obtain immediately required.
- Ability to travel regionally as needed (15-25%)
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.
World Insurance Associates LLC
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