Employee Benefits Client Advisor
2 months ago
Job Summary
World Insurance Associates, LLC. is a leading insurance organization offering top-notch products and services from major providers, combined with attentive service from local agents. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Key Responsibilities
- Identify and solicit new business opportunities for the company.
- Develop and maintain a list of prospects.
- Utilize professional associations, networking, and other business development strategies to contact prospective clients.
- Identify opportunities to bring all of World's solutions to our clients, beyond employee benefits.
- Assess client exposures, make recommendations, and create custom programs to eliminate gaps in coverage.
- Maintain client relationships and retention of accounts through agency's renewal workflows.
Requirements
- 3-5 years of experience working in an insurance brokerage or carrier.
- Personable and highly motivated individual with excellent listening skills and strong customer focus.
- Consultative approach to dealing with prospective clients and associates.
- Experience using Employee Benefits and Sales software platforms such as BenefitPoint and HubSpot.
- Ability to work independently and interact with team members.
- Contribute to a collaborative environment by demonstrating teamwork, high motivation, positive behavior, and effort to achieve goals and objectives.
- Self-motivated, driven, and able to work with and meet deadlines.
- Effective written and verbal communication skills, including active listening, attention to detail, and problem-solving.
- Excellent time management, organization, and prioritization skills.
- Discretion surrounding sensitive information.
- Professional demeanor and positive attitude.
Equal Employment Opportunity
World Insurance Associates, LLC. is an equal opportunity workplace. We celebrate and support our differences, knowing that employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.
-
Client Manager, Employee Benefits Specialist
2 weeks ago
Virginia Beach, Virginia, United States World Insurance Associates LLC Full timeJob Title: Client Manager, Employee BenefitsWorld Insurance Associates LLC is seeking an experienced Client Manager, Employee Benefits to join our team. This individual will have a proven track record of delivering exceptional service to small businesses, helping them offer affordable and effective employee benefits.Key Responsibilities:Manage client service...
-
Client Manager, Employee Benefits Specialist
1 month ago
Virginia Beach, Virginia, United States World Insurance Associates LLC Full timeJob SummaryWorld Insurance Associates LLC is seeking an experienced Client Manager to join our team. This individual will have a proven track record of delivering exceptional client service to help small businesses offer affordable and effective employee benefits.Key Responsibilities:This individual will work independently and/or collaboratively with...
-
Strategic Client Executive, Employee Health
4 weeks ago
Virginia Beach, Virginia, United States US012 Marsh & McLennan Agency LLC Full timeAbout the RoleWe are seeking a highly skilled Strategic Client Executive, Employee Health & Benefits to join our team at US012 Marsh & McLennan Agency LLC. As a key member of our Employee Health & Benefits team, you will play a critical role in delivering exceptional service and driving success for our clients.Key ResponsibilitiesManage relationships with...
-
Tax Advisor
1 month ago
Virginia Beach, Virginia, United States H&R Block Full timeAbout the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will play a critical role in providing tax preparation, tax audit support, and tax planning services to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized...
-
Insurance Benefits Advisor Virginia Beach
6 days ago
Virginia Beach, Virginia, United States HMG Careers Full timeAbout the job Insurance Customer Service and Sales Virginia BeachWe are a rapidly growing company actively searching for dedicated and driven individuals to join us as life insurance benefits advisors. Our team provides outstanding customer service and support to our client base, working remotely to serve clients and offer valuable advice and protection to...
-
Tax Advisor
4 weeks ago
Virginia Beach, Virginia, United States H&R Block Full timeJob Title: Associate Client Advisor - Small BusinessAt H&R Block, we're seeking a highly skilled Associate Client Advisor to join our team. As a key member of our small business team, you'll play a critical role in providing expert financial and tax advice to our clients.Key Responsibilities:Prepare and submit tax statements, financial reports, and BAS...
-
Tax Advisor
2 weeks ago
Virginia Beach, Virginia, United States H&R Block Full timeJob Title: Associate Client Advisor-Small Bus & TaxWe are seeking a highly skilled and experienced Associate Client Advisor-Small Bus & Tax to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert tax advice and financial planning services to our small business clients.Key Responsibilities:Prepare and submit...
-
Tax Advisor
2 weeks ago
Virginia Beach, Virginia, United States H&R Block Full timeJob Title:Associate Client Advisor-Small Bus & TaxAbout the Role:We are seeking a highly skilled and experienced Associate Client Advisor-Small Bus & Tax to join our team at H&R Block. As a key member of our team, you will be responsible for providing expert tax advice and financial planning services to our clients.Key Responsibilities:Prepare and submit tax...
-
Client Services Associate
4 weeks ago
Virginia Beach, Virginia, United States Fulton Bank Full timeAbout the RoleFulton Bank is seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our financial operations team, you will be responsible for providing exceptional support to our Financial Advisors and their clients.Key ResponsibilitiesProvide daily administrative support to assigned Financial Advisors,...
-
Senior Financial Advisor
1 month ago
Virginia Beach, Virginia, United States Farther LLC Full timeSenior Financial Advisor OpportunityFarther LLC is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology...
-
US Experienced Financial Advisor
7 days ago
Virginia Beach, Virginia, United States Edward Jones Full timeJob OverviewWe're seeking a skilled Financial Advisor to join our team at Edward Jones. As a financial advisor, you'll have the opportunity to develop and grow your own practice, supported by a team of experienced professionals.With over 100 years of history, Edward Jones is a leading financial services firm with a strong reputation for providing exceptional...
-
Client Services Associate
1 month ago
Virginia Beach, Virginia, United States Fulton Bank Full timeAbout the RoleFulton Bank is seeking a highly skilled and detail-oriented Client Services Associate to join our team. As a key member of our Financial Services department, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations and exceptional customer experiences.Key ResponsibilitiesProvide...
-
Senior Financial Advisor
2 weeks ago
Virginia Beach, Virginia, United States The Piedmont Group Full timeJob OpportunityWe are seeking a licensed financial advisor to join our team at The Piedmont Group. As a local financial services firm, we offer a unique opportunity for a licensed financial advisor to work with a $28 million book of clients and gain mentorship from top advisors.This role has full benefits, including medical, dental, 401k, Profit sharing, and...
-
Senior Financial Advisor
1 month ago
Virginia Beach, Virginia, United States Farther LLC Full timeCompany OverviewFarther LLC is a rapidly growing Registered Investment Advisor (RIA) that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Our founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and...
-
Client Service Associate
4 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key Responsibilities:Client Support...
-
Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key Responsibilities:Client Support...
-
Client Service Associate
4 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key...
-
Client Service Associate
3 weeks ago
Virginia Beach, Virginia, United States Alera Group Full timeClient Service AssociateAre you passionate about helping others secure their financial future? We're seeking a skilled Client Service Associate to join our dynamic Retirement Plan Consulting team at Alera Group. As a key member of our team, you'll play a vital role in delivering exceptional service to our clients and their employees.Key...
-
Financial Advisor
4 weeks ago
Virginia Beach, Virginia, United States Truist Financial Full timeJob SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Truist Investment Services in Virginia Beach, VA. As a Financial Advisor, you will be responsible for providing personalized investment advice and solutions to clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDeliver customized...
-
Client Service Associate
4 weeks ago
Virginia Beach, Virginia, United States Alera Group, Inc. Full timeOverviewWe are seeking a highly motivated and detail-oriented Client Service Associate to join our dynamic Retirement Plan Consulting team. As a key member of our team, you will play a critical role in providing exceptional service to our clients and their employees, helping them secure their financial future.ResponsibilitiesClient Support Excellence:...