World Insurance Associates LLC

Client Partner

• Independently serves as the primary service contact for commercial clients
• Evaluates exposures, obtains quotes, review, negotiate and finalize quotes
• Obtains information from clients and analyzes risk
• Creates solutions and recommendations for strategy meetings
• Reviews binding documents for accuracy
• Set up and maintain accurate account details, contacts, and policy information
• Process renewals, endorsements, cancellations, and proofs of insurance
• Create activities in EPIC and assign to applicable team member

Senior Client Manager, Commercial Lines

Human Resources

• Configure and maintain system settings in Payscale
• Manage performance and goal planning cycles
• Partner with Benefits and HR teams to configure enrollment workflows
• Perform structured audits before, during, and after major HR cycles
• Support mass updates and imports
• Monitor HRIS workflows for failures or delays
• Regularly review employee and organizational data
• Investigate data inconsistencies by tracing transactions across systems
• Document audit findings, corrections made, and control processes
• Act as the primary escalation contact for complex or unresolved HR system issues
• Diagnose and resolve complex system issues
• Configure, administer and support UKG Dimensions (WFM)
• Review inbound and outbound files
• Evaluate end-to-end HR processes within the system
• Develop, update, and maintain clear documentation for HR system processes
• Create and maintain standardized templates for data loads, audits, reporting, and process execution
• Participate in testing, validation, and rollout of system updates or enhancements

HR Systems and Support Administrator

Manager

• Supports the Division Service Leader and Unit Leaders with the implementation and monitoring of methods, process, measurements, controls and structure that drive profitable growth
• Oversees the client experience delivery model to ensure it meets quality, timeliness and consistency standards
• Develops relationships with leadership and key stakeholders ensuring proper points of connection are consistently established

Commercial Lines Market Service Manager

Compliance

• Review and approve new investment accounts
• Review and approve advertising and marketing materials as necessary
• Review email and correspondence as necessary
• Conduct branch examinations as assigned
• Provide support, education, and guidance to Financial Representatives and their staff as it relates to business processes, firm policies and procedures, industry rules, and other general inquiries.
• Support the Broker-dealer and RIA Chief Compliance Officers on projects as assigned.
• Assist management and other compliance personnel with the completion of various projects and testing.
• Other duties as assigned.

Securities Compliance Principal

Account Manager

• Create and deliver WIA service plan
• Prepare for and participate in strategy meeting
• Reviews exposures against coverages and performs gap analysis
• Collaborates on mid-market placements

Commercial Lines Account Manager – Local Service Manager

Producer

• Prepare statements and communications for unit leader and producer bonuses in accordance with employment agreement terms
• Review of new acquisition employment agreements for tracking unit leader and producer bonuses
• Prepare statements and communications for acquisition bonuses in accordance with asset purchase agreement terms
• Review of new acquisition asset purchase agreements for tracking acquisition bonuses
• Setup of employee profiles in agency management systems with default commission rates in accordance with employment agreements
• Preparation of monthly journal entries related to accrued bonuses and bonus payments
• Reconciliation of unit leader and producer bonus general ledger accounts
• Coordination with IT and agency management system specialists to ensure producers are properly coded to accounts at prior and post conversion into World agency management systems
• Provide payroll or accounts payable with payment information related to producer, unit leader, or acquisition bonuses on timely basis
• Prepare monthly producer draw reconciliations and related journal entries. Update tracking schedule for producers in draw deficit, to be presented to management.
• Ad hoc projects as assigned by management
• Maintain and update monthly schedule of all variable compensation employees and coordinate changes with payroll, HR, and other relevant departments
• Coordinate addition of new brokers in our agency management systems with operations, legal, and regulatory affairs

Analyst, Producer Commissions – Incentive Payables

• Create and deliver WIA service plan
• Prepare for and participate in strategy meeting
• Reviews exposures against coverages and performs gap analysis
• Collaborates on mid-market placements and works with Subject Matter Experts to ensure smooth and efficient placement processes, offering insights and recommendations.
• Review, finalize and participate proposal meeting
• Document clients order to bind and review binder for accuracy
• Participates in post renewal meeting
• Participates in stewardship planning and delivery for large clients
• Oversight of confirmation of coverage, policies, endorsements, and audits as applicable

Commercial Lines Account Manager

Controller

• Manage all accounting processes from implementation and reviews.
• Oversight of A/P cycle completeness, ensuring timely payments to vendors, assisting in vendor dispute resolution when escalated, and ensuring the overall relationship with vendors are in good standing.
• Oversight of 1099 preparation at year-end.
• Verification of A/R cycle completeness, ensuring timely completion and submittal of invoices, regular payment collection, and that overall relationship with clients’ customers remains in good standing.
• Management of cash balances, ensuring cash on hand is appropriate for upcoming financial commitments (i.e. A/P, payroll, etc.) and anticipating short- and long-term cash needs.
• Prepares reports which summarize and forecast company business activity and financial position based on past, present, and expected operations.
• Directs preparation of budgets and reviews budget proposals.
• Provides management with reviews of the organization's financial status and progress in its various initiatives.
• Coordinates information for audits of company's accounts, drafting audit schedules, and financial statements.
• Prepares and/or reviews reports required by regulatory agencies, tax returns, etc.
• Analyzing financial data including reviewing and correcting potential errors in the entries into the company’s software platform, to ensure the accuracy of financial reports.
• Ensuring team compliance with GAAP, internal control processes, and segregation of duties.
• Other projects and tasks as assigned.

Controller, Financial Services

• Manage all accounting processes from implementation and reviews.
• Oversight of A/P cycle completeness, ensuring timely payments to vendors.
• Assurance of client relationships and timely completion of invoices.
• Management of cash balances, ensuring appropriate availability for financial commitments.
• Prepares reports summarizing and forecasting business activity and financial position.
• Directs preparation of budgets and reviews budget proposals.
• Coordinates information for audits, drafting audit schedules and financial statements.
• Prepares and/or reviews reports required by regulatory agencies, tax returns, etc.
• Analyzing financial data for accuracy and correctness in software platform entries.
• Ensures team compliance with GAAP, internal control processes, and segregation of duties.
• Other projects and tasks as assigned.

Copywriter

• Develop thought leadership pieces that position the company as an industry expert and trusted voice.
• Research and write long‑form content such as whitepapers, articles, reports, and industry insights.
• Conduct interviews with internal experts to gather information and strengthen content depth.
• Support the Director of Marketing and Communications in developing long‑form content, industry‑focused materials, and internal communications.
• Draft copy for newsletters, announcements, presentations, and other communication channels.
• Prepare Requests for Proposals (RFPs) for Property & Casualty (P&C) and Employee Benefits (EB).
• Ensure all written content aligns with brand voice, tone, and messaging guidelines.
• Edit and proofread materials for clarity, accuracy, grammar, and consistency.
• Maintain editorial standards and contribute to the development of style guidelines.
• Stay informed on industry trends, competitor messaging, and emerging topics.
• Use insights to craft relevant, timely, and authoritative content that supports business objectives.
• Monitor industry publications and market developments to identify new content opportunities.

Brand Editorial Copywriter

Financial Planning and Analysis

• 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.