World Insurance Associates LLC

• Serve as a primary Service & Support contact for World’s Alternative Investments platform • Manage advisor onboarding and access requests • Support advisor product training and compliance workflows • Triage, route, and process alternative investments-related requests from advisors • Coordinate operational workflows tied to the platform • Maintain accurate logs, lists, and records for available alternative investment products • Develop and maintain advisor-facing resources such as FAQs, training references, key contacts, and process guides • Assess issues and implement solutions in conjunction with Investment Team members • Review and respond to investment team service requests for both WorldMAP and the World Alternatives Investments Platform

• Collaborate with third-party vendors to complete required steps for extracting data from multiple source systems • Analyze legacy systems to understand data structures, relationships, and business rules • Translate legacy data into target system formats, including field-level mappings, source to destination code mapping, default values, and conditional logic • Communicate and collaborate with business owners and internal teams to improve data quality and resolve data issues prior to conversion • Lead and manage all data conversion-related meetings and calls • Work closely with the system vendor to identify, analyze, and resolve data discrepancies • Validate migrated data to ensure accuracy, completeness, and reconciliation with source systems • Perform data testing and validation for each sample delivery • Provide post-migration support and assist with data-related issues following go-live • Adhere to defined process timelines and milestones while managing data conversion activities across multiple concurrent projects

• Turn campaign priorities into clear timelines, deliverables, and launch plans, while coordinating stakeholders, approvals, and dependencies to keep projects moving • Partner with the editorial content writer, email specialist, and internal stakeholders to ensure campaigns are built, routed, and launched accurately and on time • Execute digital marketing campaigns across email, landing pages, nurture programs, web content, and other digital channels • Build and adapt campaign assets in tools such as Canva, Stripo, and HubSpot as part of campaign execution across digital channels • Manage campaign setup, segmentation, QA, and deployment within marketing platforms and workflows • Execute testing across messaging, subject lines, calls to action, layout, audience targeting, and campaign flow, and recommend practical improvements based on performance • Ensure campaign execution aligns with audience needs, business goals, and brand standards • Identify and address process gaps or bottlenecks that could delay launches or reduce campaign effectiveness

• Oversee the development, execution, and management of content strategies to attract and increase engagement, build brand loyalty and generate leads for client advisors through content creation, social media, and email marketing. • Curate content for landing pages, blogs, email marketing campaigns and other messaging opportunities, like podcasts or videos. • Conduct stakeholder interviews to understand the nuances of various audience sectors and generate content. • Understand and use client data to create effective messaging that demonstrates value. • Unlock opportunities to expand client advisors' strategy. • Lead strategy and content development for various mediums, including website, social media, and email marketing. • Draft, edit and review a range of written communications and content with accuracy, based on direction from clients and supervisors. • Learn client industries, keep a pulse on market trends and competitor landscape, and share insights with teams. • Work effectively with internal teams to develop recommendations, facilitate project requests, strategize and measure program success, and drive integrated campaigns forward. • Generate proactive, new ideas and opportunities to support client objectives and storytelling. • Provide research and client counsel, in alignment with strategic plans and programs. • Track and report on campaign results. • Develop and/or conduct content workshops, webinars or lunch and learns as appropriate. • Support World events/conferences as appropriate.

• This is a remote position requiring 50-75% travel to clients conducting safety inspections of worksites and facilities in Southern New Hampshire, Central and Eastern Massachusetts, and Northern Rhode Island. • 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.

• Independently leads client service including ALL primary activities listed below. • Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. • Uses judgment on more manual renewals to execute on service plan. • Has deep understanding of markets to make informed recommendations to clients. • Evaluates exposures and renewal quote. • Review upcoming renewals and determine which accounts warrant remarket. • Make coverage recommendations. • Utilize comparative rater tool to obtain quotes. • Transact agency billing (where applicable). • Obtain signed binding and notifies carriers. • Reviews binding documents for accuracy. • Responsible for rounding out accounts and “Selling all of World”. • Setup and maintain accurate account details, contacts, and policy information in EPIC. • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance. • Attach, organize, and name documents in EPIC. • Initiate endorsements, proofs of insurance and invoices. • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. • Create activities in EPIC and assign to applicable team member. • May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc.

• 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

• Will be part of the current WIA Information Technology team and will work closely with other team members with ongoing projects and day-to-day tasks. • Will provide first tier support to the WIA network via email or phone by helping users with issues by researching problems, troubleshooting, and reaching out to tech support entities/vendors when necessary. • Will assist as system administrator and user set-up within the different platforms used at WIA. • Some of those systems include but not limited to: Salesforce, Microsoft 365, HubSpot, Conga Fast Forms, NetDocuments, NetSuite. • Will assist with ongoing maintenance of CRM and other systems and will notify users of outages or issues. • Assist with data imports into our Salesforce platform and help with data cleanup. • Be part of general Technology Department administration, meetings, and projects.

• Serve as the primary service contact for a book of select commercial clients • Responsible for client satisfaction and strategic planning • Contact with incumbent carrier to adjust for change in exposures • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations. • Determines markets within Core Carrier Strategy • Creates complete carrier submission and submits • Obtains signed binding and notifies carriers • Reviews binding documents for accuracy • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers.

• Ensuring the accurate and timely processing of direct bill statements and deposits. • Working closely with account teams and service leaders. • Assisting in the review and resolution of transaction discrepancies and reconciliation problems. • Communicating effectively with carriers and internal contacts to align with company guidelines and contract requirements. • Maintaining payment and reconciliation documentation. • Collaborating with other members of the Direct Bill team and the Direct Bill Manager.