Employee Benefits Senior Client Associate

Description

Company Overview 

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. 

Position Summary  

• Works independently in a support role by following well-established workflows and procedures on routine work.  

• Has substantial understanding of the job and applies company policies and producers to complete, with little guidance or direction. 

• Problems and issues faced are generally routine and solutions clearly prescribed. 

Primary Responsibilities 

• Take and resolve calls/emails from clients and or members, related to claims, billing, EOB and coverages (including escalated and or complex)  

• Audit changes in employment status against eligibility criteria, using both SAP and online benefit enrollment platforms.

• Create activities and attach applicable documents within BenefitPoint, ensuring current and accurate data. 

Other duties, as applicable  

• Coordinate premium collection for employees with insufficient pay to deduct monthly premiums.

• Conduct regular new hire benefits presentations via Zoom.

• Collaborate with carriers, client managers, and internal subject-matter experts to gather needed details.

Work Experience  

• Excellent verbal and written communication skills with the ability to communicate coverage questions to members.

• 1+ years of experience working in employee benefits or human resources fields.

• Demonstration of regular and thorough documentation.

• Ability to work from 8:00 am - 5:00 pm PST.

• Intermediate to advanced Excel skills including sorting, filtering, formulas, and data analysis capabilities.   

Professional Licenses/Certifications 

• Licensed or obtaining state life and health insurance license 

Education  

• Associate or bachelor's degree preferred, but equivalent work experience would be considered 

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. 

Compensation
This is a Washington based position with a competitive benefits package. The base salary ranges from $51,000 to $63,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.