Job Description
Job Description
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 the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 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.
Position Summary
This position supports the Division Service Leader and Unit Leader with the implementation and monitoring of methods, process, measurements, controls and structure that drive profitable growth through operational effectiveness, efficiency & placement support.
This position also serves as the primary service contact for clients and is responsible for client satisfaction, including some strategic planning responsibilities. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.
Responsibilities
Strategy, Business, & Financial Support
- Develops relationships with leadership and key stakeholders ensuring the proper points of connection are consistently established
- Drives utilization of KPIs to measure and report results
- Supports communication planning and presents strategic vision while articulating benefits and listening to feedback
- Provides updates on operations performance and key initiatives during regular meeting cadence
- Ensures colleague objectives are cascaded
- Fosters a collaborative and accountable environment
- Management of new and replacement hire requests
- Ensures timely billing and cash collections
- Ensures key data elements are properly maintained
Client Experience
Oversees client experience delivery model to ensure it meets quality, timeliness, and consistency standardsUnit Leader & Producer collaborationEnsures client service teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standardsEstablishes and / or manages an internal new business and renewal planning cadenceDrives the development and implementation of consistent roles and responsibilities across all locations and functionsImplements the standard team structure designed to provide clients with dedicated lead and support colleaguesActs as liaison with the shared services team and works to build a one team culture across all functionsEnsures the delivery of Client Service Plans and adherence to the established scope of servicesEstablishes and drives a client at risk identification processColleague Development
Motivates, develops, and leads a high-performance teamDrives an evaluation review cadence of colleague competencies and skills to ensure alignment with the proper roles and responsibilitiesIdentifies colleague professional development opportunities and provides coaching, mentorship, and experiential stretch assignmentsSupports recruiting protocols and interview tools designed to attract and retain top talentEnsures all new and existing colleagues receive and attend training while reinforcing key messagesPromotes Diversity and Inclusion and colleague mentorshipLeads change management initiativesParticipates as a subject matter expert in the advancement and implementation of new processes and technologyPlacement Support
Remains current with industry developments regarding products and servicesMaintains knowledge of personnel changes at carriers and intermediaries, and ensures colleagues are informed in a timely manner to ensure the organization operates with ambitious initiative and innovationWorks closely with carrier’s underwriting staff, and intermediaries, to promote effective placement of commercial products and capabilitiesOversees placement process to ensure it meets quality, timeliness, and consistency standardsDrives connection with line of business and industry placement specialistsEnsures placement teams maintain a disciplined focus on established workflow, standard operating procedures, and professional excellence standardsLeads placement projectsEnsures placement timelines are included in client service plans and adherence to the established marketing protocolsAccount Executive
Manage a complex book of business comprised of clients with various lines of business with advanced program structuresResponsible for acting as the primary contact between clients and trading partners and retaining clients through customer service which includes open, timely, and clear communication channels with clients, producers, and internal partners.Development, oversight, and coordination of client strategy, placement, and service plansProvide technical expertise in analyzing client needs, coverage forms, quotations, and value-added servicesPrepare submissions to carriers including applications, loss analysis and other relevant information following World’s professional standards while coordinating with Placement Specialists and responding to questions during the placement processAnalyze quotations and coverage comparisons for proper coverages, terms and conditionsPrepare final client Proposals incorporating program recommendationsLead client meetings and provide strategic guidance in conjunction with or independently from the Producer. Occasional outside service visits may be requiredOversight of timely delivery of confirmation of coverage, policies, endorsements, and audits as applicableIdentify problems, summarize, and develop strategic solutions with the client by incorporating the company’s culture and values in our recommended strategic solutionsAs needed, prepare reports including yet not limited to open items, reporting forms, stewardship, etc.Provide daily consultation to clients including, guidance on submitting first reports of claims, contract review, policy changes, and available World products, services, and resourcesDirect work of Associate Account Managers and Shared ServicesMaintain a high degree of accuracy in agency management systems and adherence to workflows and professional standardsKnowledge, Skills and Abilities
7 years experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages with knowledge of both guaranteed cost and loss sensitive program designsMust hold state Property & Casualty insurance licenseMaintain effective relationships with clients, co-workers, and trading partners. Ability to work in a team environmentKeep informed regarding industry information, new product information, coverage and technology to continuously improve knowledge and performanceStrong written, oral, and interpersonal communication skillsStrong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be proficient in Excel, Word, and other MS Office productsStrong problem solving and critical thinking skillsAbility to carry out complex tasks with many concrete and abstract variablesAbility to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail.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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