Employee Benefits Client Advisor

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 fastest-growing top 25 insurance brokers in the U.S. with over 2,500 employees in over 210 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.

Help clients experience a modern alternative to employee benefits

Together, our Employee Benefits team helps clients build a capital-efficient and employee-centric program designed to mitigate their unique exposures.

Using modern approaches, our highly technical team utilizes data and forensic underwriting to drive superior financial outcomes while helping clients attract, retain, and motivate talent.

We are growing rapidly and we are looking for future leaders.

To learn more about us, please visit https : / / eb.worldinsurance.com /

Our Client Advisors ...

• Are responsible for identifying, soliciting and closing new business for the company
• Generate an ongoing list of prospects
• Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients
• Have the ability to identify opportunities to bring all of World's solutions to our clients - beyond employee benefits (and enjoy the financial rewards of doing so)
• Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage
• Identify opportunities to round out accounts for existing clients
• Maintain client relationships and retention of accounts through agency’s renewal workflows.

Our Client Advisors also . . .

• Bring 3-5 years of experience working in an insurance brokerage or carrier
• Are personable and highly motivated to grow personal success
• Possess highly effective written and verbal communication and presentation skills
• Have excellent organization and follow-up skills
• Are consultative and brig a positive and resourceful approach to dealing with prospective clients and associates
• Leverage excellent listening skills with strong customer focus
• Are experienced using Employee Benefits and Sales software platforms such as BenefitPoint and HubSpot
• Work independently and enjoy a high degree of interaction with team members
• Contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Consistently demonstrate that they are self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Show strong attention to detail and a commitment to a high level of accuracy
• Multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Maintain a professional demeanor and positive attitude
30+ days ago