Project Specialist

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World Insurance Associates LLC

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Serve as the primary client-facing point of contact during onboarding and implementation • Build strong client relationships and manage expectations throughout the onboarding process • Lead client meetings, including delivering onboarding presentations, and guiding clients through implementation steps • Develop and maintain project plans, timelines, and task tracking • Coordinate internal and external stakeholders to ensure timely completion of onboarding milestones • Communicate status updates, risks, and next steps clearly and proactively • Ensure consistent, high-quality client experience across all onboarding engagements • Identify and mitigate risks to keep implementations on track • Support continuous improvement of onboarding processes and client experience • Learn UKG Ready payroll and tax configuration to support implementation activities • Assist with system setup, data validation, and testing when needed • Support migration of historical payroll data and ensure accuracy • Provide client training support and reinforce best practices • Stay informed on system updates and payroll-related changes

🎯 Requirements

• 3+ years in a client-facing role supporting customers or external clients • Strong communication skills with the ability to build trust and manage expectations • Proven ability to handle client questions, issues, and escalations professionally • 1+ years of experience in project management, preferably in payroll, HRIS, or HCM implementations. • Strong understanding of implementation processes and client onboarding best practices. • Demonstrated ability to manage multiple priorities, timelines, and deliverables • Strong organizational skills with attention to detail and follow-through • Experience coordinating projects, onboarding workflows, or operational processes • Exposure to payroll systems, HRIS, or HCM platforms • UKG Ready experience is a plus but not required • PMP or similar project management certification is a plus. • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with project management tools preferred.

🏖️ Benefits

• Health insurance • Professional development opportunities