World Insurance Associates LLC

Human Resources

• Lead UKG Ready implementations for HR and employee benefits administration, covering comprehensive configuration, rigorous testing, and seamless go-live support.
• Gather detailed requirements from clients, brokers, and third-party vendors to ensure successful system implementation.
• Administer employee benefits programs, including managing enrollments, processing changes, and ensuring compliance.
• Troubleshoot and resolve EDI (Electronic Data Interchange) issues related to benefits, payroll, and vendor integrations.
• Provide effective user training and ongoing support for HR systems and processes.
• Maintain accurate documentation and ensure robust data integrity across all HR platforms.
• Resolve technology issues concerning benefits administration, coordinating efficiently with insurance carriers and vendors.
• Project manages EDI connection setups for both new implementations and ongoing renewals with all relevant stakeholders.
• Plan and support all system renewals and updates for client benefits administration technology.

Benefits & HR System Specialist – UKG Ready Focus

Learning and Development

• Responsible for the training and development of new employees and newly acquired agency team members
• Delivering process and technology training using customized learning tools and programs
• Engage with stakeholders on scheduling, planning, and ensuring training efforts are successful
• Facilitate training sessions that are effective and aligned to strategic goals and initiatives
• Participation in the development of training materials
• Collaborate with key stakeholders to determine training schedules
• Participate in the creation and continuous improvement of quick reference guides and standard operating procedures
• Provide training programs that are aligned to process documentation
• Deliver training support and participate as a subject matter expert in user acceptance testing for software upgrades
• Collaborate with the Data Governance team to ensure data integrity
• Maintain a complete view of current and future training initiatives
• Provide weekly progress reports and needs assessments
• Drive a culture of continuous improvement

Training Specialist

• Lead HR strategy and execution across all phases of mergers and acquisitions
• Serve as the primary HR liaison for deal teams
• Develop and implement HR integration plans
• Conduct due diligence to assess HR risks
• Partner with Legal, Finance, and business leaders
• Oversee employee communications and engagement strategies
• Manage cross-functional HR workstreams
• Identify and mitigate risks related to workforce planning
• Track and report on integration milestones
• Foster a culture of collaboration and continuous improvement

HR Mergers & Acquisitions Manager

• Configure and maintain system settings, security, and workflows to align with organizational needs.
• Conduct training sessions for HR and end-users on all UKG modules, ensuring effective system utilization.
• Monitor all HR System related support inquiries and provide ongoing support to users, troubleshoot issues, and address inquiries related to system functionality.
• Document, streamline, and automate HR policies, processes, and procedures.
• Support application enhancements and upgrades through development and execution of test scripts, documentation of test results and escalation of issues as required.
• Collaborate daily with HR, IT and internal customers to identify, troubleshoot and resolve issues and support requests for HR related systems.
• Research and resolve HR system glitches, unanticipated results, or process faults; perform scheduled activities; propose solutions or alternative approaches to satisfy requirements.
• Assist in the review, testing and implementation of HR system upgrades, patches, and integrations; provide Administrator Access support to all HR systems.
• Ensure that system configurations and processes align with compliance requirements.
• Exhibit exemplary customer service to internal teams and stakeholders.
• Recommend process/customer service improvements, innovative solutions, and policy change suggestions.
• Proactively review and act on workflow items that fail to complete.
• Understand complexity of workflow configuration and identify enhancement opportunities.
• Contribute to projects involving HR processes, HR systems and/or HR data to ensure collaborative and timely delivery of agreed upon deliverables.
• Analyze current HR processes and systems and make recommendations for process improvements and improved user experience through automation.
• Assist in the translation of business requirements, including legislative compliance and reporting requirements, into sustainable functional application solutions in partnership with Stakeholders.
• Monitor vendor interfaces including integration processing, error monitoring, issue identification and resolution.

HRIS Analyst

Financial Planning and Analysis

• Provide strategic financial leadership and oversight to drive the financial health and performance of the organization.
• Develop and implement financial strategies, manage budgeting and forecasting processes.
• Ensure compliance with regulatory standards, and deliver data-driven insights to support executive decision-making.
• Play a key part in optimizing capital structure, enhancing profitability, and supporting sustainable growth.

Director of Finance, Financial Services

Data Analyst

• Design, maintain, and debug data pipelines to aggregate and normalize financial and operational data from Microsoft Fabric.
• Design, maintain, and debug data integrations with third party partners/vendors.
• Identify new data sources that would be useful for data analytics.
• Build and maintain custom dashboards and reporting tools to monitor key metrics such as AUM growth, advisor productivity, fee revenue, and client retention.
• Conduct deep-dive analyses on asset flows, pricing models, and advisor compensation structures.
• Collaborate with finance to support forecasting, budgeting, and reporting with clean, reliable data.
• Develop and maintain SQL queries, Python scripts, and BI dashboards to automate recurring reporting and analytics tasks.
• Ensure data integrity across systems and proactively identify discrepancies or anomalies.
• Translate business questions into analytical frameworks and deliver actionable insights.

Account Executive

• identify, prospect, and cultivate new business, with a focus on commercial accounts
• engage in all sales and marketing tactics to move prospects through your funnel to closing
• track all sales activities in HubSpot and leverage HubSpot to its fullest potential
• utilize World's broad platform to bring risk management solutions to individuals and business owners

Sales Executive – Private Equity

Analyst

• Submitting timely and accurate payments to insurance carriers
• Assisting in the review and resolution of billing discrepancies, unpaid items, and reconciliation problems
• Communicating effectively with carriers and internal contacts
• Maintaining payment documentation and exception reporting
• Collaborating with other members of the Carrier Payables team and the Agency Bill Manager on accounting processes and procedures
• Verifying invoicing against carrier documents and initiating resolution of any differences
• Preparing, reconciling and initiating timely payment of selected company payables
• Ensuring timely collection and recording of return premium from the carriers
• Building relationships with carrier representatives and internal stakeholders
• Assisting in providing documentation for carrier audits and acting as a resource during audits
• Researching and responding to all carrier questions upon request

Analyst, Premium Payables

Client Partner

• Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
• Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
• Handling renewals, service requests, claims, billing and new policies
• Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
• Review all applications, policies, endorsements and audits for accuracy
• Complete loss/claim analysis and summaries
• Coordinate expiration list with department manager to obtain renewal business information

Senior Client Manager – Personal Lines

• Provide support and manage employee benefits for clients, focusing on Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits
• Responsible for the preparation of RFPs and the analyzation of the marketing results
• Designing, distributing, and evaluating responses to surveys and RFPs
• Perform financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models
• Create benchmark data and trend analysis for clients
• Work independently and make sound underwriting decisions based on financial results
• Proactive financial monitoring and review for assigned cases
• Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
• Create weekly, monthly and quarterly financial statements and/or projections
• Assist in quarterly presentation to clients on financial performance of insurance programs
• Conduct New Business Financial Evaluations as needed by sales team
• Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
• Process all necessary paperwork by adhering to the department workflow and procedures

Employee Benefits Underwriter/Financial Analyst

• Assist with allocation of purchase prices for newly acquired entities and determine fair values, including contingent consideration, while maintaining associated schedules.
• Read and interpret asset and equity purchase agreements, along with associated closing statements and wiring instructions for ASC 805 business combination recording.
• Review new and amended debt agreements to record transactions according to GAAP and estimate monthly principal/interest payments.
• Assist quarterly with ASC 606 revenue recognition true-ups and fair value measurement of contingent consideration, including fair value modeling.
• Collaborate with external consultants on hedge accounting documentation and journal entries under ASC 815 and accounting for stock incentive plans under ASC 718.
• Use NetSuite to prepare and record complex intercompany journal entries across multiple subsidiaries.
• Assist with the annual audit by maintaining the Prepared by Client listing and preparing required schedules and rollforwards.
• Prepare and review financial statement disclosures in accordance with GAAP.
• Work on monthly reporting deliverables to senior management and the Board.
• Utilize NetSuite to translate complex legal agreements into GAAP-compliant journal entries and record complex intercompany entries.
• Join Technical Accounting team to handle business combinations, earnouts, hedge accounting, equity and incentive plan accounting, and revenue recognition.

Senior Accountant, Financial Reporting

Account Manager

• Support the Account Executive with responsibilities related to client management and retention
• Effectively manage a high volume book of Personal Lines Insurance business, ensuring tasks are completed accurately and on-time
• Grow client loyalty by building positive relationships and providing advocacy, excellent service, and professional communication
• Handle renewals, service requests, claims, billing and new policies
• Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
• Review all applications, policies, endorsements and audits for accuracy
• Complete loss/claim analysis and summaries
• Coordinate expiration list with department manager to obtain renewal business information

Personal Lines Account Manager

Implementation Specialist

• Lead the implementation of UKG Ready HR modules, including employee onboarding workflows, applicant tracking systems (ATS), and performance management tools
• Conduct requirements gathering, process design, system configuration, testing, training, and go-live support
• Serve as the primary liaison between clients and internal teams to ensure services align with WPHR’s scope and client needs
• Build and test HR technology configurations in UKG Ready and utilize import files and data tools
• Maintain and update company templates for client setup
• Create detailed documentation, instructions, and tip sheets for internal and client use
• Train clients on HR modules and provide ongoing system support
• Stay current on UKG Ready updates and industry trends
• Collaborate with sales and third-party vendors; assist in pre-sales demos and project scoping as needed
• Perform other related duties as assigned

Implementation Specialist, HR

• Implementation of Workforce Management for new clients.
• Provide ongoing technical and administrative support in payroll, accruals, and time and labor and includes problem resolution, customer service, communications, training, etc.
• Update and maintain company templates for creating new clients.
• Build and process accrual policies.
• Build and test TLM Technology in UKG Ready.
• Assist with setup, implementation, and support of TLM Hardware.
• Stay updated on system changes and industry trends to keep up to date with knowledge of products and processes for clients.
• Create detailed instructions and custom tip sheets to assist internal staff and clients with technical aspects of UKG Ready.
• Train clients in TLM as well as system maintenance.
• May be involved in pre-sales product demonstrations when needed or aid with scoping projects.
• Performs other related duties as required.

Implementation Specialist, TLM

World Insurance Employee Benefits Practice providing Payroll and HR solutions via World Payroll and HR team.
Lead UKG Ready implementations, gather requirements, administer employee benefits programs, troubleshoot EDI issues, provide user training, maintain documentation, and manage EDI setups and renewals.