- Overseeing a book of business between $2M-$3M with full responsibility for customer retention and satisfaction
- Managing 5-7 direct reports (Client Managers and Senior Client Managers)
- Managing to the service model, ensuring each client is receiving the appropriate deliverables for their market segment
- Ensuring client and policy data in WIAs internal systems are up to date and accurate
- Ability to coach and train junior level team members
- Developing and maintaining relationships with industry partners (insurance carriers, vendors, general agents)
- Partnering with WIA leadership to ensure goals and overall vision are being met
- Bachelors Degree
- Life, Health, and Accident License
- 7-10 years experience in benefits consulting
- Mentorship, development, training, or management experience
- Small Group Insurance Market experience
- Fluent in Word, Excel, and Powerpoint
- Experience with Captive solutions
- Specific insurance industry Team Lead experience
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Employee Benefits Small Business Unit Team Lead - Cherry Hill, United States - World Insurance Associates LLC
Description
World Insurance Associates, Inc., one of the top 3 fastest growing insurance companies in North America, has an exciting opportunity within our rapidly growing, market disrupting Employee Benefits Practice. To learn more about what World Insurance Associates has to offer, please visit our website
Due to the raid growth of our Small Business Unit, we are searching for an Employee Benefits Service Professional to lead a team of 5-7 direct reports for our Small Business Employee Benefits National Service Center.
Employee Benefits Small Business Unit Divisional Leader - Northeast (Cherry Hill, New Jersey)
The Divisional Leader role for our Small Business Unit (SBU) Service Center is a people management role with 5-7 direct reports. Ultimately, this role is responsible for service, growth strategy, and overall retention for a designated subset of WIAs SBU clients.
This role supports the WIA Employee Benefits practice in its delivery of WIAs service model, while providing coaching, training, and guidance to their team. The Team Lead is responsible for ensuring accuracy of client and policy data in WIAs systems, as well as, deliverables presented to clients.
As a Team Lead, you will partner with both internal and external stakeholders and serve as a point of escalation with clients, insurance carriers, and other vendors. Strong workflow management and book of business management skills are keys to success in this role.
Team Leads should have 7-10 years of experience in the benefits consulting and account management space and be familiar with the small group markets (and their requirements) in states of their assigned region. Team Leads should also be familiar with multiple funding arrangements, specifically, fully insured and level funded. Knowledge of captive arrangements is a plus.
Responsibilities Include:
Requirements:
Nice to Have
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.