World Insurance Associates LLC

• Independently serves as the primary service contact for commercial clients • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes • Obtains information from clients and analyzes risk • Creates solutions and recommendations for strategy meetings • Reviews binding documents for accuracy • Set up and maintain accurate account details, contacts, and policy information • Process renewals, endorsements, cancellations, and proofs of insurance • Create activities in EPIC and assign to applicable team member

• Leads client service for middle and large accounts. • Prepares for and participates in strategy meetings. • Reviews exposures against coverages and performs gap analysis. • Collaborates on mid-market placements and ensures smooth placement processes. • Summarizes loss history and current programs.

• Configure and maintain system settings in Payscale • Manage performance and goal planning cycles • Partner with Benefits and HR teams to configure enrollment workflows • Perform structured audits before, during, and after major HR cycles • Support mass updates and imports • Monitor HRIS workflows for failures or delays • Regularly review employee and organizational data • Investigate data inconsistencies by tracing transactions across systems • Document audit findings, corrections made, and control processes • Act as the primary escalation contact for complex or unresolved HR system issues • Diagnose and resolve complex system issues • Configure, administer and support UKG Dimensions (WFM) • Review inbound and outbound files • Evaluate end-to-end HR processes within the system • Develop, update, and maintain clear documentation for HR system processes • Create and maintain standardized templates for data loads, audits, reporting, and process execution • Participate in testing, validation, and rollout of system updates or enhancements

• Supports the Division Service Leader and Unit Leaders with the implementation and monitoring of methods, process, measurements, controls and structure that drive profitable growth • Oversees the client experience delivery model to ensure it meets quality, timeliness and consistency standards • Develops relationships with leadership and key stakeholders ensuring proper points of connection are consistently established

• Review and approve new investment accounts • Review and approve advertising and marketing materials as necessary • Review email and correspondence as necessary • Conduct branch examinations as assigned • Provide support, education, and guidance to Financial Representatives and their staff as it relates to business processes, firm policies and procedures, industry rules, and other general inquiries. • Support the Broker-dealer and RIA Chief Compliance Officers on projects as assigned. • Assist management and other compliance personnel with the completion of various projects and testing. • Other duties as assigned.

• Create and deliver WIA service plan • Prepare for and participate in strategy meeting • Reviews exposures against coverages and performs gap analysis • Collaborates on mid-market placements

• Manage all accounting processes from implementation and reviews. • Oversight of A/P cycle completeness, ensuring timely payments to vendors, assisting in vendor dispute resolution when escalated, and ensuring the overall relationship with vendors are in good standing. • Oversight of 1099 preparation at year-end. • Verification of A/R cycle completeness, ensuring timely completion and submittal of invoices, regular payment collection, and that overall relationship with clients’ customers remains in good standing. • Management of cash balances, ensuring cash on hand is appropriate for upcoming financial commitments (i.e. A/P, payroll, etc.) and anticipating short- and long-term cash needs. • Prepares reports which summarize and forecast company business activity and financial position based on past, present, and expected operations. • Directs preparation of budgets and reviews budget proposals. • Provides management with reviews of the organization's financial status and progress in its various initiatives. • Coordinates information for audits of company's accounts, drafting audit schedules, and financial statements. • Prepares and/or reviews reports required by regulatory agencies, tax returns, etc. • Analyzing financial data including reviewing and correcting potential errors in the entries into the company’s software platform, to ensure the accuracy of financial reports. • Ensuring team compliance with GAAP, internal control processes, and segregation of duties. • Other projects and tasks as assigned.

Title: Safety Specialist - Upstate NY Location: USA-New York Work Type: Remote, Full Time Job Description: 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. Requirements: - Knowledge of OSHA 1926 and 1910 (all sub parts) required. - Ideal candidate should hold certificates and be able to conduct forklift safety training, aerial lift, and boom safety training. - OSHA certified trainer and possessing a NYS CR-59 certification, however, may achieve certification during employment. - Self-motivated and proactive in identifying problems and developing recommended solutions - High degree of business acumen and ability to clearly communicate with all levels of management in a dynamic work environment - Ability to work independently as well as ability to work collaboratively in a team setting - Ability to travel 50-75% within New York State Job Description: - This is a remote position requiring 50-75% travel to clients conducting safety inspections of worksites and facilities in Upstate New York. Areas include Albany, Syracuse, Rochester, Buffalo, and Binghamton. - Candidate should be able to identify workplace hazards and submit recommendations for compliance. - Candidate is also expected to write safety programs and assist in implementation - Hold safety classes with client employees when indicated - Create safety manuals. Also, site-specific manuals when required - Discuss safety protocol with GC’s when required. - Interact with governmental agencies when mitigation is required. Compensation This position is located in New York. The base salary for this position at the time of this posting may range from $100,000 to $110,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, certifications, 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

• Manages RFP preparation, carrier quote review, client proposal development and carrier negotiations. • Communicates carrier specific strengths and weakness to clients throughout the renewal process. • Builds and may deliver messaging around fully insured, level-funded and less complex self-funded financial dashboards. • Develops fully insured renewal projections, and self-funded marketing and feasibility studies, with guidance from more senior colleagues. • Models’ various contribution strategies and articulate pros and cons of different approaches. • Writes client facing Executives Summaries that include observations, recommendations and next steps for senior colleague to review. • Builds and maintains positive carrier relationships.

• Prepare statements and communications for unit leader and producer bonuses in accordance with employment agreement terms • Review of new acquisition employment agreements for tracking unit leader and producer bonuses • Prepare statements and communications for acquisition bonuses in accordance with asset purchase agreement terms • Review of new acquisition asset purchase agreements for tracking acquisition bonuses • Setup of employee profiles in agency management systems with default commission rates in accordance with employment agreements • Preparation of monthly journal entries related to accrued bonuses and bonus payments • Reconciliation of unit leader and producer bonus general ledger accounts • Coordination with IT and agency management system specialists to ensure producers are properly coded to accounts at prior and post conversion into World agency management systems • Provide payroll or accounts payable with payment information related to producer, unit leader, or acquisition bonuses on timely basis • Prepare monthly producer draw reconciliations and related journal entries. Update tracking schedule for producers in draw deficit, to be presented to management. • Ad hoc projects as assigned by management • Maintain and update monthly schedule of all variable compensation employees and coordinate changes with payroll, HR, and other relevant departments • Coordinate addition of new brokers in our agency management systems with operations, legal, and regulatory affairs