The Role
Lead a unit to drive profitable growth, manage financial results (budgeting, billing, collections), oversee pipeline/CRM processes, recruit and develop producers, host regular communications and town halls, coordinate renewals and placement strategies, and ensure execution of sales and retention plans for middle and large-market clients.
Summary Generated by Built In
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.
Overview:
The Market Leader collaborates with division, growth, and practice leadership to drive profitable growth in alignment with the Company’s strategic vision. This role involves ensuring Unit performance expectations are met through regular communication with the leadership team and stakeholders, supporting growth and retention planning, and promoting team sales strategies. The Market Leader partners with Division Leaders, Finance, Practice Leaders, Placement and Service Leadership to achieve favorable financial results, focusing on profitability, cash flow, reporting, and controls. They drive accountability and implement Company processes for variance reporting, pipeline management, timely month-end billing, accounts receivable/collections, and expense management while also being accountable for budget creation. The Market Leader is responsible for clear and continuous communication of the Company’s vision and strategies, hosting at least quarterly or monthly Town Hall meetings, and preparing and providing requested updates on financial results, new business wins, client retention, and revenue variances, as well as other relevant topics. Additionally, the Market Leader develops and implements sales and client retention meetings (in accordance with any Company-outlined processes then in effect), individual Client Advisor and Service Leader review cadences, and is responsible for recruiting top talent to support the overall growth and success of the Unit.
Responsibilities:
Profitable Growth
Revenue / Expense Management
Colleague Development
Communication
Personal Growth Metrics
Compensation
We offer a base salary plus bonus as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $270,000 to $350,000. The base salary depends on experience, demonstrated performance, leadership track record, and overall qualifications.
Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, 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, World 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 World’s 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.
#LI-CM1
Overview:
The Market Leader collaborates with division, growth, and practice leadership to drive profitable growth in alignment with the Company’s strategic vision. This role involves ensuring Unit performance expectations are met through regular communication with the leadership team and stakeholders, supporting growth and retention planning, and promoting team sales strategies. The Market Leader partners with Division Leaders, Finance, Practice Leaders, Placement and Service Leadership to achieve favorable financial results, focusing on profitability, cash flow, reporting, and controls. They drive accountability and implement Company processes for variance reporting, pipeline management, timely month-end billing, accounts receivable/collections, and expense management while also being accountable for budget creation. The Market Leader is responsible for clear and continuous communication of the Company’s vision and strategies, hosting at least quarterly or monthly Town Hall meetings, and preparing and providing requested updates on financial results, new business wins, client retention, and revenue variances, as well as other relevant topics. Additionally, the Market Leader develops and implements sales and client retention meetings (in accordance with any Company-outlined processes then in effect), individual Client Advisor and Service Leader review cadences, and is responsible for recruiting top talent to support the overall growth and success of the Unit.
Responsibilities:
Profitable Growth
- Works closely with the Leadership team and key stakeholders to ensure delivery of performance expectations
- Supports Division Leaders, Division Growth Manager, & Division Service Leaders in growth planning
- Drives accountability for growth plan results & review cadence
- Coordinates and leads quarterly (or semi-annual, as appropriate), pre-renewal “huddle” meetings with all major stakeholders on substantive renewals and follows up with monthly check-in meetings
- Promotes placement strategies and provides ongoing support
- Promotes team sales maximizing cross sell opportunities
- Drives specialization and promotes Company resource utilization
- Gains in depth understanding of the objectives of each Practice
- Drives accountability of segmentation and scope of services
- Supports capacity planning tools
- Ensures client & carrier deliverables are in accordance with Company professional standards
- Direct involvement in Middle Market & Large client relationships
Revenue / Expense Management
- Partners with Division Leaders, Finance, Practice Leaders, and Service Leadership to achieve favorable financial results with respect to profitability, cash flow, reporting and controls
- Drives accountability and implementation of Company processes to support tactical execution of
- Variance reporting
- Pipeline management (including CRM utilization)
- Timely Month end billing
- Accounts receivable / collections
- Expense management
Colleague Development
- Identifies and develops Producer talent to drive profitable growth
- Partners with Division Growth Managers and Human Resources to develop skills and experience requirements and training for sales roles
- Establishes recruiting protocols and interview tools designed to attract and retain top talent
- Develops and implements succession planning
- Promotes Diversity and Inclusion and colleague mentorship programs
- Provides ongoing support & guidance to service & placement colleagues in collaboration with Division Service Leaders
- Participates in and promotes employee engagement surveys
Communication
- Continuous delivery of Company vision and strategies and provide updates as applicable to all colleagues within your office(s)
- Host all colleague Town Hall meetings monthly
- Financial results
- New business wins
- Service updates
- Carrier updates
- Company event updates
- Other
- Implementation of individual Producer review cadence
- Development and implementation of sales meetings
- Annual business planning
- Quarterly results review
- Fosters collaborative working environments by being physically present in the office for an average of 3 days a week
Personal Growth Metrics
- Develop personal growth calculator & goals and achieve new business sales goals in middle and large market
- Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer
- Establish and maintain a new business pipeline of qualified leads exceeding three times goal. Weekly, ensure all tracked pipeline information is current and reflects actual activity and stage in the sales process
- Establish and maintain a list of target accounts and spheres of influence, developing a strategy for the sales efforts required to penetrate opportunities
- Demonstrate proficiency at discovery process (sales due diligence) and conceptual presentation promoting the World value proposition while delivering specific solutions customized to each prospect
- Participate in management enhancement trainings at least twice a year
Compensation
We offer a base salary plus bonus as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $270,000 to $350,000. The base salary depends on experience, demonstrated performance, leadership track record, and overall qualifications.
Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, 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, World 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 World’s 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.
#LI-CM1
Skills Required
- Proven leadership driving profitable growth and accountability for unit performance
- Experience managing Middle Market and Large client relationships
- Financial management experience (budget creation, profitability, cash flow, month-end billing, accounts receivable/collections)
- Pipeline management and CRM utilization experience
- Recruiting, succession planning, and developing producer/sales talent
- Ability to implement and enforce company processes for variance reporting and expense management
- Strong communication skills; able to host monthly town halls and provide regular business updates
- Ability to be physically present in the office an average of three days per week
- Proven sales track record in new business for middle and large market and maintaining a qualified pipeline
World Insurance Associates LLC Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about World Insurance Associates LLC and has not been reviewed or approved by World Insurance Associates LLC.
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Healthcare Strength — Health coverage is often described as very good, with comprehensive medical, dental, and vision options plus add-ons. Feedback suggests plan breadth and options like HSA/FSA and EAP make the package feel robust.
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Retirement Support — A 401(k) with company match is included, and some roles specify immediate vesting. Feedback suggests the match is seen as competitive to average depending on team and role.
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Leave & Time Off Breadth — PTO is characterized as generous alongside standard paid time off. Feedback suggests time-off offerings are a relative plus even when workloads are demanding.
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The Company
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
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