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, service, and renewal messaging primarily for large market accounts.
Creates multiple opportunities to engage and diagnose complex needs proactively and determines strategic direction to meet the customer's evolving needs and selling all of World.
Primary Responsibilities
Create and deliver WIA service plan
Prepare for and facilitate internal and external strategy meeting
Reviews exposures against coverages and performs gap analysis
Consults with the Placement team, providing advanced industry knowledge resulting in positive outcomes for clients
Review, finalize and facilitate proposal meeting
Document clients order to bind and review binder for accuracy
Facilitates post renewal meeting
Leads stewardship planning and delivery
Oversight of confirmation of coverage, policies, endorsements, and audits as applicable
Reviews contracts for adequate coverage
Review and deliver loss runs summary
Position Specific Skills/Qualifications
Work Experience
Required
5+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designs
Professional Licenses/Certifications
Required
Must hold state Property & Casualty Insurance License
Essential Skills/Competencies
Has a deep and thorough understanding of client requirements, competitive markets, industry trends and is recognized internally and externally as a subject matter expert.
Able to act as a mentor or coach to junior staff
Understands technology platforms quickly and is proficient in Excel (formulas, charts and tables).
Hands on personal approach to customer service. Easily gains trust and support of peers. Able to work in a team environment.
Strong written, oral, and interpersonal communication skills. Work output is consistent and accurate. Able to work ahead of schedule. Highly detailed and organized. Able to apply these skills in a fast-paced environment.
Strong problem solving, critical thinking and multi-tasking skills. Able to provide resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Solves complex problems by taking a new perspective.
Able to develop short- and long-term strategies that have a high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
Education
Required
High school diploma or equivalent
Physical Demands & Working Conditions
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.
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Top Skills
What We Do
World Insurance Associates is a unique insurance organization offering top products and services from all major carriers, combined with personal service from local professionals.
We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial planning, retirement planning, and human capital management solutions.
Our advisors are experts in their field, and we cater to specialized industries such as transportation, last mile delivery, hospitality, medical, healthcare, self-storage facilities, sports clubs, technology, hedge funds, startups, nonprofits, education, public entity, food and beverage, retail, construction, and manufacturing.
Serving more than 200,000 clients, we have offices around the country, so you get attentive service from a local professional who personally knows you and your business and who will work with you to solve your insurance, risk, and HR management challenges.
This means you never have to compromise again when it comes to managing and protecting your most important assets—your people and your business
