
Finance • Healthcare Insurance • HR Tech
WD & Associates, Inc. is a comprehensive insurance agency established in 1992 by William Delmage with headquarters in East Providence, Rhode Island. The company offers a broad range of services including employee benefits, property and casualty insurance, individual life and disability insurance, retirement planning services, and HR assistance. They specialize in providing real insurance solutions tailored to the needs and budgets of both businesses and individuals. The firm is noted for its personalized concierge services and strategic alignment to help employers become an employer of choice while maintaining compliance with federal and state guidelines. With a strong presence in Rhode Island and New Jersey, it is one of New England's premier health care consulting firms.
11 - 50 employees
💸 Finance
⚕️ Healthcare Insurance
👥 HR Tech
October 10
🏄 California – Remote
+11 more states
💵 $75k - $82k / year
⏰ Full Time
🟠 Senior
🔴 Lead
🧑💼 Account Executive

Finance • Healthcare Insurance • HR Tech
WD & Associates, Inc. is a comprehensive insurance agency established in 1992 by William Delmage with headquarters in East Providence, Rhode Island. The company offers a broad range of services including employee benefits, property and casualty insurance, individual life and disability insurance, retirement planning services, and HR assistance. They specialize in providing real insurance solutions tailored to the needs and budgets of both businesses and individuals. The firm is noted for its personalized concierge services and strategic alignment to help employers become an employer of choice while maintaining compliance with federal and state guidelines. With a strong presence in Rhode Island and New Jersey, it is one of New England's premier health care consulting firms.
11 - 50 employees
💸 Finance
⚕️ Healthcare Insurance
👥 HR Tech
• Provide strategic oversight for direct marketing fundraising programs for a portfolio of nonprofit organization clients • Serve as a client relationship manager and work within a team to deliver direct marketing fundraising programs • Draft client annual plans with Account Lead support • Ensure client’s Tableau reporting is accurate and up to date • Interpret and present program and project results • Oversee client’s annual expenses • Oversee production management and creative process for projects • Prepare and present strategy decks with oversight from Account Lead • Oversee execution of year-long direct marketing schedules • Direct and guide copywriters and designers to ensure creative alignment with overall project and program strategy • Manage account and production team service delivery to the client, ensuring satisfaction • Serve as liaison with client contacts, identifying opportunities to expand client work/scope
• A minimum of 7 years’ experience in nonprofit fundraising and/or advocacy; direct marketing, including telemarketing, online and/or grassroots organizing • Proficiency working on multiple projects simultaneously • Working knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) • Demonstrated effective use of digital tools to manage internal and external workflow and communication (including email, chat, zoom, and online workflow tool) • Production knowledge • Experience with nonprofit fundraising and/or advocacy
• Participation in our Employee Stock Ownership Program (ESOP) • Employer-sponsored and paid core benefits: Health (multiple carrier options), Dental, Life Insurance, Short and Long-Term Disability, Employee Assistance Program (EAP), employer-matching FSA dollars • 35% employer share of cost for dependent health insurance • Additional optional benefits with employee share of cost: Vision, Medical & Dependent Care FSA, Commuter benefits, Pet Care Plan • 401(k) with automatic employer-sponsored contributions equal to 3% • Equalized profit sharing • Paid Time Off, including: 13 company holidays, Vacation time – starting at 15 days per year, Sick Leave – 1 day per month, Personal time – 3 days per year, Paid Parental Leave – 8 weeks, Volunteer Leave – 3 days per year • Philanthropic Fund with corporate match for employee charitable contributions, and other opportunities for staff-directed corporate donations • Access to industry conferences & professional development opportunities • A remote-first work environment
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