World Insurance Associates LLC

Employee Benefits Underwriting & Financial Analyst - Middle & Large Group

World Insurance Associates LLC  •  $25k - $82k/yr  •  United States (Remote)  •  8 hours ago
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Job Description

 
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.

  
  • With some guidance and or direction, leads placement and analytics for less complex level funded, and self-funded clients (with 100 or more enrolled employees and/or generating more $25k in annualized revenue) or those fully insured clients over $100k. 

Primary Responsibilities 
  • Manages RFP preparation, carrier quote review, client proposal development and carrier negotiations.  
  • Communicates carrier specific strengths and weakness to clients throughout the renewal process. 
  • Builds and may deliver messaging around fully insured, level-funded and less complex self-funded financial dashboards.  
  • Develops fully insured renewal projections, and self-funded marketing and feasibility studies, with guidance from more senior colleagues  
  • Models’ various contribution strategies and articulate pros and cons of different approaches.  
  • Writes client facing Executives Summaries that include observations, recommendations and next steps for senior colleague to review. 
  • Builds and maintains positive carrier relationships. 
 
Work Experience   
Knowledge, Skills, and Abilities (Proficient) 
  • Knowledge / user of all WIA EB Analytics models and deliverables including Financial Dashboards, RFPs, forecasting models and contribution modeling. 
  • Knowledge of underwriting and analytics value proposition to prospects, clients and WIA colleagues.   
  • Performs professional level work that typically requires processing and interpreting, more complex, less clearly defined issues.  
  • Word, Excel and Power Point.  Can analyze data using advance formulas, create charts and graphs, and use templates and design elements effectively.  
 
People Management 
  • Individual contributor; may provide general guidance/direction to more junior staff informally. 
 
Professional Licenses/Certifications 
  • Must hold state life and health insurance license 
 
Education  
  • Bachelor's degree preferred, but equivalent work experience would be considered 

Compensation
This position is located in New York. The base salary for this position at the time of this posting may range from $66,200 to $82,400. 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, please visit https://www.worldinsurance.com/careers for more details.

Physical Demands 
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. 

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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World Insurance Associates LLC

About World Insurance Associates LLC

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions.

We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation.

With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Iselin, New Jersey
Year Founded
Unknown
Website
worldinsurance.com
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