
1001 - 5000 employees
Founded 2012
💸 Finance
⚕️ Healthcare Insurance
🚗 Transport
Finance • Healthcare Insurance • Transport
World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.
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1001 - 5000 employees
Founded 2012
💸 Finance
⚕️ Healthcare Insurance
🚗 Transport
Finance • Healthcare Insurance • Transport
World Insurance Associates LLC is a comprehensive insurance agency offering both business and personal insurance products. They provide a wide range of services, including commercial insurance, personal insurance such as auto, home, and life insurance, as well as benefits and HR financial services like retirement and estate planning. The company serves various industries including construction, healthcare, hospitality, and transportation, ensuring tailored solutions for each sector. With a focus on personalized customer service, World Insurance Associates prioritizes protecting people and businesses with premium products and extensive industry knowledge. They also offer expert guidance, making it easier for clients to manage and protect their assets effectively.
• Design and launch a sustainable, advisor-enabled WIA Wealth Marketing Program — one built for scalability from day one, with resources advisors can activate themselves. • Serve as the primary administrator and strategic operator of the WIA MarTech stack, including: Seismic, HubSpot, Yext, Asana, FMG Suite. • Build a comprehensive content asset database — a master tracking system covering all WIA marketing materials across audiences. • Support the VP in managing the WIA MarCom department budget — own the tracking layer, including line-item monitoring, recurring vendor charges, and budget-vs.-actual reporting. • Own the department’s project management infrastructure: build, maintain, and optimize team workflows, project templates, and intake processes. • Partner closely with the Product Marketer on campaign workflow management and metrics tracking for department metrics.
• 5+ years of experience in marketing operations, program management, a hybrid marketing consultant / project or program management role • Deep experience with project management tools: MS Planner, Asana, or Wrike • Hands-on experience with marketing technology platforms, including sales enablement tools (Seismic a strong plus), marketing automation (HubSpot), and advisor marketing platforms (FMG Suite a plus) • Strong systems thinker with the ability to design scalable processes and infrastructure from scratch • Demonstrated ability to build programs, documentation, and workflows in ambiguous, high-growth environments • Experience with advisor marketing, financial services marketing, or wealth management marketing strongly preferred • Comfort operating in a “build mode” with clarity but not always certainty and not just managing existing systems, but creating them • Budget tracking experience; comfort with Excel/Google Sheets for financial management and reporting • Excellent cross-functional communication skills: able to manage up, laterally, and across business lines.
• 401(k) with Employer Match • Health Insurance (with HSA option) • Dental Insurance • Vision Insurance • Life Insurance • Generous Time Off Policy • Paid Mental Health Days • Flexible Spending Account (FSA) • Maternity/Paternity Leave Policy • Healthy Work/Life Balance
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