Senior Client Manager, Employee Benefits - Philadelphia, PA

World Insurance Mid-Large Market Client Manager

World Insurance is one of the fastest-growing insurance brokerage firms in the United States offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World now has over 2,200 employees in over 260 offices across North America. With a billion dollar investment and significant growth plans in the months ahead, there has never been a better time to join a great team that is changing the industry. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. This individual will play a key role in the overall management and growth of our mid-large market clients.

In addition to managing the day-to-day service on an assigned book of clients, this individual will bring middle / large market employee benefits client management experience to help implement new solutions with clients and prospects.

Key Responsibilities Include :

• Manage and support middle and large market clients, ensuring quality service delivery within established scope of work, workflow, standard operating producers, and professional excellence standard.
• Provide strong Employee Benefits technical expertise to clients and service team members through advanced knowledge of plan design alternatives, underwriting and funding concepts.
• Drive utilization and ensure accuracy of all agency management system information for marketing, benchmarking, policy, premium and commission detail, updates system with ongoing client activities.
• Participate in new business presentations for middle and large market clients promoting our value proposition, scope of services and product offerings to prospective clients / new client contracts.
• Participate in building strong client relationships for strong client retention and satisfaction from both a strategic and tactical client management perspective.
• Project manage the client service plan, collaborating with internal team members and external carrier partners to execute on scope of services, key initiatives, and project timelines; coordinate a smooth transition process for onboarding new clients.
• Deliver proactive day to day client service and consulting, collaborating with the team to resolve issues (eligibility, carrier coverage and claims issues, compliance; health care reform, HIPAA).
• Lead the delivery of enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate.
• Support the renewal process, including marketing activities, underwriting and renewal development, and negotiating on behalf of client and providing program recommendations.
• Educate clients on the regulatory and compliance environment within employee benefits.
• Maintain relationships with internal and external business partners and carriers.
• Oversee renewals and marketing efforts of clients, act as an advisor to teams in carrier selection, financial negotiations and client service planning and recommendation.

Qualifications :

Compensation :

This position is located in New Jersey. The base salary for this position at the time of this posting may range from $120,000 to $125,000. 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.

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.