World Insurance Associates, LLC.

Manage and support HR systems operations, data integrity, and escalated system issues to ensure accurate and stable HR processes. | Requires 2-5 years HRIS or HR systems experience, proficiency with UKG Pro and related HR platforms, strong data analysis and troubleshooting skills. | Position Summary We are seeking a detail-oriented and systems-driven HR Systems and Support Administrator to join our HR Operations & Technology team, reporting to the Director of HR Operations and Technology. This role serves as a critical link between HR Operations and HRIS, ensuring the accuracy, stability, and effective execution of system-driven HR processes. The ideal candidate will have strong HR systems experience (preferably UKG Pro), a passion for data quality, and the ability to troubleshoot and resolve complex system and workflow issues. This individual will own key cyclical HR processes and the configuration/administration of UKG Workforce Management (Dimensions), while serving as a Tier 2–3 escalation point for HR system support. Key Responsibilities HR Systems Operations & Process Ownership • Configure and maintain system settings in Payscale for compensation cycles, validate eligibility and compensation data, support HR and leadership during planning, and perform pre- and post-cycle audits to ensure accuracy and alignment with approved budgets. • Manage performance and goal planning cycles by owning system setup, form assignments, workflow routing, and timelines; monitor completion progress; troubleshoot issues; and ensure accurate data capture for performance ratings, goals, and downstream reporting. • Partner with Benefits and HR teams to configure enrollment workflows, validate plan setups, monitor employee elections, and troubleshoot system issues during the enrollment period to ensure a seamless employee experience. • Perform structured audits before, during, and after major HR cycles to validate data accuracy, identify discrepancies, and ensure system outputs align with business expectations and compliance requirements. HRIS Data Administration & Maintenance • Support mass updates and imports by executing bulk data changes using system tools or templates, validate input and output data, and ensure transactions are processed accurately without downstream impact to payroll, reporting, or integrations. • Monitor HRIS workflows for failures or delays, investigate root causes (e.g., configuration, data, or security issues), and implement corrective actions to restore proper system functionality. • Regularly review employee and organizational data to ensure completeness, accuracy, and consistency across core fields such as job data, reporting relationships, and status changes. • Investigate data inconsistencies by tracing transactions across systems, correcting records as needed, and implementing preventive measures to reduce recurrence. • Document audit findings, corrections made, and control processes to support internal controls, compliance reviews, and audit readiness. • Adhere to established HR data governance policies, including data security, role-based access, audit controls, and system of record principles. Tier 2–3 Systems Support • Act as the primary escalation contact for complex or unresolved HR system issues, ensuring timely investigation, resolution, and communication back to stakeholders. • Diagnose and resolve complex system issues related to data integrity, workflows, integrations, and user access, leveraging system knowledge and cross-functional collaboration. • Configure, administer and support UKG Dimensions (WFM), including troubleshooting timekeeping, scheduling, accruals, and pay rule issues, and ensuring alignment with payroll requirements. • Partner with internal teams and external vendors to coordinate issue resolution, escalate system defects, validate fixes, and ensure minimal disruption to HR operations. System Monitoring & Integration Support • Review inbound and outbound files (e.g., benefits carriers, payroll interfaces, vendor feeds) to ensure completeness, accuracy, and successful transmission. • Evaluate end-to-end HR processes within the system to ensure workflows, integrations, and automations are operating effectively and as designed. • Analyze patterns in system errors, data discrepancies, or support tickets to identify root causes and recommend long-term solutions to improve system stability. Documentation & Process Improvement • Develop, update, and maintain clear documentation for HR system processes, ensuring knowledge is standardized and accessible across the team. • Create and maintain standardized templates for data loads, audits, reporting, and process execution to improve accuracy and efficiency. • Participate in testing, validation, and rollout of system updates or enhancements, contributing to continuous improvement of HR systems and processes. Qualifications • Bachelor’s degree in Human Resources, Information Systems, Business, or a related field; or equivalent combination of education and experience • 2 – 5 years of experience in HRIS, HR systems administration, or HR operations within a multi-system environment • Hands-on experience with HR technology platforms, with strong preference for: • UKG Pro (Core HR and Payroll data structures), including employee lifecycle data, organizational hierarchy, and workflow management • UKG Workforce Management (Dimensions), including timekeeping, scheduling, accruals, and pay rule configuration and support • UKG People Assist or similar HR service delivery platform, including case management workflows and knowledgebase administration • Applicant Tracking Systems (e.g., Jobvite), including recruiting workflows, onboarding integration, and data validation across systems • Compensation tools (e.g., Payscale), including support for compensation planning and data validation • Demonstrated experience supporting HR system integrations and data flows, including troubleshooting errors, validating inbound/outbound files, and ensuring data consistency across systems (HRIS, WFM, ATS, and vendor platforms) • Strong proficiency in Microsoft Excel, including data reconciliation, validation, and analysis (e.g., pivot tables, lookups) • Proven ability to perform data audits, root cause analysis, and issue resolution, with a strong focus on data integrity, accuracy, and compliance • Experience troubleshooting complex system and workflow issues, including escalated Tier 2–3 support cases across HR systems • Solid understanding of end-to-end HR processes (recruiting through onboarding, core HR, payroll, and benefits) and how data flows across systems • Strong attention to detail, organizational skills, and ability to manage multiple priorities, particularly during high-impact cyclical events (e.g., compensation cycles, open enrollment) • Effective communication and collaboration skills, with the ability to partner across HR, Payroll, IT, and external vendors to resolve issues and improve processes 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 The base salary ranges from $70,000 to $90,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers. #LI-GP1 #LI-Remote RqYSEV0S2J

This position will provide support and manage employee benefits for clients, focusing on various insurance products. Responsibilities include preparing RFPs, performing financial analysis, and creating financial reporting packages. | A Bachelor’s Degree or equivalent experience is required along with 3+ years of underwriting experience. Strong communication skills and the ability to manage multiple projects are essential. | Summary Paul Global Benefits (PGB) is now a part of World Insurance Associates. 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 the fastest-growing insurance brokers in the U.S. with over 2,200 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. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview This position will provide support and manage employee benefits for clients, with a focus on: Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits. Essential Duties and Responsibilities Responsible for the preparation of the RFPs and the analyzation of the marketing results Designing, distributing, and evaluating responses to surveys and RFPs Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models The ability to 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 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 Qualifications Bachelor’s Degree or the recognized equivalent in education and experience, required 3+ years of underwriting experience Strong communication skills and ability to translate complex financial concepts into customer friendly format Proven ability to manage multiple projects simultaneously and produce quality deliverables on time Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook) Able to work independently and enjoy a high degree of interaction with team members Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives Self-motivated and driven Maintain a sense of urgency and ability to work with and meet deadlines Demonstrates effective problem-solving abilities Demonstrates excellent time management and prioritization skills Attention to detail and commitment to a high level of accuracy The ability to use discretion surrounding sensitive information Ability to maintain a professional demeanor and positive attitude Compensation: This position is located in New York State. The base salary for this position at the time of this posting may range from $65,000 to $85,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details. 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. #LI-MA1 #LI-REMOTE

Lead a team managing insurance carrier code transfers, coordinate with carriers and internal teams, and drive continuous process improvements. | Requires leadership experience, insurance industry knowledge, proficiency with SharePoint and Microsoft Office, and strong organizational and multitasking skills. | About Us World Insurance Associates is a unique insurance and professional services organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is the second fastest-growing insurance broker in the U.S. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Click here to learn more about World About the Role As a key part of World’s Corporate Operations, the Carrier Administration Team works closely with all World Insurance branches and our insurance carriers to ensure seamless access to accurate carrier codes. Our P&C Carrier Administration Team Lead will be responsible for, but not limited to, the following: Strategy • Model industry best practices with an in-depth understanding of each carrier’s contract transfer requirements • Identify internal and external resources required to fulfill business objectives • Leverage feedback from both our insurance carriers as well as our colleagues • Evaluate KPIs to continuously assess performance and future opportunities Leadership and Management • Provide oversight and leadership for team of Carrier Administration Specialists • Use key stakeholder feedback to set and monitor team performance • Act as the escalation contact for the team, handling pressing or complex carrier situations • Model World’s culture while leading collaborative teams committed to service excellence Project Management • Drive the successful completion of all key deliverables related to carrier administration and integration for new businesses acquired by World • Continuous interaction with carrier representatives and vendors to ensure completion of carrier code transfers • Validate, administer, and maintain insurance producer appointments as required by each carrier • Complete all submissions to insurance carriers per each carrier’s requirements • Integrate carrier book of business transfers for newly acquired agencies agents/agencies accurately in a timely manner • Continuously monitor and respond to emails and tickets submitted to the team’s inbox from World employees and carrier partners • Coordinate with carrier placement leadership to approve and administer new carrier appointment requests • Collaborate with the licensing and the carrier credentials teams with the goal of seamlessly integrating new acquisitions and supporting existing World colleagues with their carrier needs • Update the carrier integration database • Perform other special projects and tasks as assigned Continuous Improvement • Consistently demonstrate a genuine passion for continuous improvement of processes and both individual and team performance • Analyze current workflows and formulate / present ideas for improvement • Take ownership of the delivery of change management initiatives Required Knowledge, Skills and Abilities Successful candidates for this role - • are highly organized, collaborative team players with strong attention to detail • are able to simultaneously balance multiple commitments and competing deliverables • are self-motivated and driven with a sense of urgency and ability to balance and meet competing deliverables • have the ability to multitask, prioritize, and use discretion when handling sensitive information • are creative problem-solvers and avid learners seeking to drive continuous improvement • are proficient in the use of SharePoint and Microsoft Office (Word, Excel, PowerPoint, and Teams) • thrive in a rapidly growing, continuously evolving environment • are looking for an opportunity to join a high growth company • possess leadership experience – this is a plus, and insurance experience is strongly preferred 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. #LI-GP1 #LI-REMOTE

Provide client communication and support, manage administrative tasks including scheduling and data management, assist advisors and clients with forms and applications, and maintain office operations. | Requires 2+ years of service-oriented experience, strong organizational and communication skills, ability to multitask and work independently, and proficiency with MS Office Suite. | Position Overview The Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms. Primary Responsibilities The Account Manager can expect to focus their work in the following areas: • Client Communication • Greet clients and guests in a professional, friendly and hospitable manner • Answer telephones and direct callers to appropriate member of the firm • Respond to client emails in a professional manner • Attend client meetings in a technical, supporting, and learning role • Client relationship development, including ongoing and regular client contact and communications • Client Preparation • Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management – within a financial planning context. • Assist advisors and clients in completing application, enrollment and other forms as needed • Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification • Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments. • Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM. • Prepare and mail forms and applications to clients as needed • Forward investment checks and enrollment/application forms to necessary broker • Administrative Tasks • Daily Downloads (Pershing, DST Fan Mail) • Review alerts from custodians • May buy and sell investments for clients at the advisor’s discretion • Maintain electronic filing system, clear folders at the COB each day • Administer and coordinate client billing process • Consistently review accounts for compliance requirements • Schedule client meetings with appropriate advisor • Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex) • Scanning, filing, faxing and collating • Place appropriate postage on outgoing mail and send via appropriate boxes • Other • Open and close the office (locking doors, turning off lights) • Maintain kitchen area, stock refreshments and refrigerator • Attend team meetings, Investment Committee Meetings and other meetings as necessary • In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees • Complete special projects as needed Required Qualifications • Self-confidence, personal integrity and an understanding of fiduciary responsibility • A team player, with strong leadership skills and ability to multi-task and manage time effectively • Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes • 2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience • Ability to work independently on assigned tasks as well as to accept direction on given assignments • Excellent verbal and written communication skills, and exceptional interpersonal communication skills • Sound organizational skills and strong personal computer skills (MS Office Suite) Compensation Pay/benefits are competitive based on industry standards. • Salary will be based on experience and industry benchmarks. • Eligibility for Individual Performance as well as Firm-wide Incentive Bonuses Perks & Benefits • 401(k) with Employer Match • Health Insurance (with HSA option) • Dental Insurance • Vision Insurance • Life Insurance • Paid Time Off Policy • Flexible Spending Account (FSA) • Healthy Work/Life Balance • Maternity/Paternity Leave Policy About World Investment Advisors World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $76B assets1 across 65 offices and 310 team members. Stimulating Environment At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World Investment Advisors? • Great company culture with an awesome team-oriented atmosphere! • Professional growth opportunities • Friendly and collaborative work environment World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1As of 12/31/2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

Provide client communication and support, manage client data and documentation, assist advisors with forms and applications, perform administrative tasks including billing and filing, and support client meetings and portfolio management activities. | Requires 2+ years of service-oriented experience, strong communication and organizational skills, ability to multitask and work independently, proficiency with MS Office, and a team-oriented mindset. | Position Objective The Temporary Account Manager is responsible for providing general office support and a variety of client support and other related tasks. The Account Manager will be responsible for collecting, organizing, and analyzing client data as well as other administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information in CRM and completing applications and forms. Primary Responsibilities The Temporary Account Manager can expect to focus their work in the following areas: • Client Communication • Greet clients and guests in a professional, friendly and hospitable manner • Answer telephones and direct callers to appropriate member of the firm • Respond to client emails in a professional manner • Attend client meetings in a technical, supporting, and learning role • Client relationship development, including ongoing and regular client contact and communications • Client Preparation • Client support including performing a wide range of activities, such as data gathering and analysis, development of recommendations, implementation, and ongoing portfolio management – within a financial planning context. • Assist advisors and clients in completing application, enrollment and other forms as needed • Client service, including planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and new opportunity identification • Data gathering from clients for initial meeting, engagement meeting and ongoing management meetings. Prepare necessary documentation and agendas one week in advance of appointments. • Manage the follow-up process including action items, next contact date, follow up letter, update and maintain CRM. • Prepare and mail forms and applications to clients as needed • Forward investment checks and enrollment/application forms to necessary broker • Administrative Tasks • Daily Downloads (Pershing, DST Fan Mail) • Review alerts from custodians • May buy and sell investments for clients at the advisor’s discretion • Maintain electronic filing system, clear folders at the COB each day • Administer and coordinate client billing process • Consistently review accounts for compliance requirements • Schedule client meetings with appropriate advisor • Coordinate the pick-up and delivery of express mail services (UPS, Fed Ex) • Scanning, filing, faxing and collating • Place appropriate postage on outgoing mail and send via appropriate boxes • Other • Open and close the office (locking doors, turning off lights) • Maintain kitchen area, stock refreshments and refrigerator • Attend team meetings, Investment Committee Meetings and other meetings as necessary • In addition to participation in the Financial Planning and Investment Committee meetings the CRA may participate in developing investment and financial planning strategies for the committees • Complete special projects as needed Required Qualifications • Self-confidence, personal integrity and an understanding of fiduciary responsibility • A team player, with strong leadership skills and ability to multi-task and manage time effectively • Ability to think through issues and problems from the client's perspective and offer solutions, willing to take responsibility for task completion, and seeks out ways to improve processes • 2 years of relevant service-oriented experience and/or training, or equivalent combination of education and experience • Ability to work independently on assigned tasks as well as to accept direction on given assignments • Excellent verbal and written communication skills, and exceptional interpersonal communication skills • Sound organizational skills and strong personal computer skills (MS Office Suite) About World Investment Advisors World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors. Collectively, WIA supports $76B assets1 across 65 offices and 310 team members. Stimulating Environment At World Investment Advisors we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants. Team-Oriented Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities. Why World Investment Advisors? • Great company culture with an awesome team-oriented atmosphere! • Professional growth opportunities • Friendly and collaborative work environment World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Pensionmark is committed to equality and deeply believes in diversity, sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different. 1As of 12/31/2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

Manage a high volume book of personal lines insurance business, handle renewals, claims, billing, and maintain client relationships. | 3-7 years of personal lines account management experience, Property & Casualty License, valid driver’s license, strong administrative and communication skills. | 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 the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 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. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities 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 Qualifications Bachelor’s degree or equivalent work experience, preferred 3-7 years minimum Personal Lines Account Management experience required Property & Casualty License required Valid driver’s license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. 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. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $55,000- $56,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details. 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. #LI-KS1

Manage and lead client service for a book of small business clients, oversee renewals, mentor a small team, ensure compliance and operational efficiency. | 4-6 years of small group employee benefits brokerage experience, state life and health insurance license, strong client service and organizational skills, proficiency in Excel and benefit administration systems. | 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 • Our employee benefits practice is seeking an experienced Small Business Client Service professional to join our growing team. This individual will have a proven track record of independently leading client service to help small businesses offer affordable and effective employee benefits. This individual will lead all client manager activities and act autonomously on most decisions without guidance or direction AND deliver renewal messaging for most clients within book of business. Primary Responsibilities • Manage client service on assigned book of clients, including onboarding new clients and maintaining and advising clients on current and recommend plan options. • Provide strong insurance technical expertise to both clients and team, including knowledge of multiple types of funding arrangements and carrier and market offerings. • In addition to leading client service for assigned book, this individual will lead a small team of employees, mentoring and guiding them on client service best practices and managing performance for strong retention and adherence to workflows and data standards. • Maintain quality control of team renewal expirations to avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner and leveraging external vendors and partners. • Monitor adherence to service standards through Key Performance Indicator (KPI) reporting. • Update and maintain client documentation and policy level detail in agency management system according to workflows and assuring accuracy for compliance. Perform periodic quality audits, when necessary. • Partner with DSL in support of company operational objectives.  Participate in team meetings and contribute ideas to enhance operational efficiencies to achieve targets. • Assist with interviewing, hiring, training, and development of assigned team as designated by the DSL. Qualifications • Minimum 4-6 years of small group employee benefits experience within the brokerage industry, with strong knowledge of all product lines and federal/state legislative and compliance requirements. • Advanced knowledge of EB small group benefits and product offerings a specified region • Ability to work independently and confidently • Strong understanding of client service in small business, with experience deploying various technologies to streamline processes and bring efficiencies • Strong organizational skills with the ability to successfully manage large volumes efficiently, coordinating workflows, resources and balancing multiple priorities simultaneously • Strong verbal and written communication and presentation skills, with the ability to build rapport, influence and collaborate with others and build strong relationships • Proficient skills in Excel, PPT and EB BenAdmin systems; BenefitPoint experience a plus. • High attention to detail with strong problem solving and critical thinking skills Professional Licenses/Certifications and Education • Must hold state life and health insurance license • 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. Position Summary This position is located in Seattle, Washington. The base salary for this position at the time of this posting may range from $100,000 to $120,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details. 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. #LI-GP1 #LI-HYBRID

Identify, prospect, cultivate, and close new commercial clients for employee benefits and related insurance and financial services. | 3-5+ years insurance brokerage or carrier experience, proficiency with sales and employee benefits software, strong client focus, consultative sales skills, and ability to work independently. | 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 Overview Employee Benefits Sales Producer – Employee Benefits Client Advisor World’s Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World’s unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential. 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 Employee Benefits business • Utilize cold calls, prospecting emails, mail, professional associations, and networking to identify, contact, cultivate and close new business opportunities • 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 • Drive account retention and maintain client relationships through renewal workflows. Our Employee Benefits Client Advisors . . . • . . .Bring 3-5 years+ of experience working in an insurance brokerage or carrier • . . .Are personable and highly motivated to grow personal success • . . . Leverage excellent listening skills and consistently demonstrate a strong customer focus as well as a sustained sense of urgency and ability to meet deadlines • . . . Are consultative and bring a positive and resourceful approach to dealing with prospective clients and associates • . . . Have experience with Employee Benefits and Sales software platforms such as BenefitPoint and sales CRM’s like 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 effective written and verbal communication skills • . . . Possess a strong attention to detail and the ability to solve problems with minimal assistance • . . . Demonstrate the highest levels of discretion surrounding sensitive information Compensation As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $80,000 to $200,000+, depending upon your level of experience. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range. Equal Employment Workforce and Workplace World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World’s employees and World’s work environments to flourish. World is honored to be an equal opportunity workplace, 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, World 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 World’s 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.

Develop and execute strategic employee benefits communications, consult with clients, manage projects, and track engagement metrics. | At least 1 year insurance brokerage experience, employee benefits communications expertise, strong writing and client consulting skills, and proficiency with Microsoft Office. | Divisional Employee Benefits Communications, Senior Consultant Remote Position Summary The EB Divisional Communications Senior Consultant plays a key role in developing and executing strategic employee benefits communications that are easy to understand and inspire engagement. This position blends client consulting, project management, and content development to deliver high-impact communications across multiple channels. You’ll work directly with HR teams and C-suite leaders, as well as internal sales and service team members, to assess client needs, define messaging strategy, and create materials that connect. From open enrollment to ongoing education, you’ll track engagement metrics and continuously refine approaches to increase awareness, utilization, and employee understanding. Required Qualifications We are looking for someone who: • Has at least 1 year of experience working at an insurance brokerage firm. • Knows how to design best-in-class employee communications and manage projects from concept to completion. • Has experience in employee benefits, particularly open enrollment communications. • Writes clearly, confidently, and can simplify complex benefit topics into engaging, accurate content. • Feels confident consulting with clients and recommending the best channels to reach employees. • Is comfortable juggling multiple deliverables and stays calm and adaptable during busy seasons. • Has supported new business development by drafting proposals or presenting to prospects. • Presents comfortably in both small and large settings, including webinars and events like SHRM. • Highly proficient designing and setting up templates in PowerPoint and developing attractive and engaging Outlook emails. • Has strong working knowledge of Microsoft Office, including Excel, Word, and Acrobat. • Thrives in a fast-paced, primarily virtual environment and enjoys collaborating with a fun, supportive, high-performing team. Desired Qualifications • Familiarity with Adobe Creative Suite: InDesign, Photoshop, Illustrator, and Acrobat. • Experience creating benefits microsites or landing pages. What else to know about the role • Occasional travel required (10–15%). • Writing and design samples will be required during the interview process. Compensation This is a remote position with a competitive benefits package. The base salary ranges from $110,000 to $125,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: https://www.worldinsurance.com/careers 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. #LI-MA1 #LI-REMOTE Powered by JazzHR 7X4PK08wfN