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Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Lead the global obligations management function: design and maintain a centralized obligations register, map legal and partner mandates to controls, manage RFI knowledge base and audit register, ensure traceability and remediation, partner with regional legal/compliance/audit teams, and scale the team and GRC tooling to replace manual trackers.
Company Overview
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Overview
World Insurance Associates is seeking a CRM Specialist who is passionate about empowering people through technology. In this role, you are responsible for supporting our CRM strategy and working closely with business stakeholders to drive field education and utilization for our CRM tool. This position will also work closely with sales enablement to utilize Hub Spot data in day-to-day operations.
Core Responsibilities
Qualifications & Skills
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.
Compensation
This position is located in New York city. The base salary for this position at the time of this posting may range from $70,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.
#LI-GP1
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Overview
World Insurance Associates is seeking a CRM Specialist who is passionate about empowering people through technology. In this role, you are responsible for supporting our CRM strategy and working closely with business stakeholders to drive field education and utilization for our CRM tool. This position will also work closely with sales enablement to utilize Hub Spot data in day-to-day operations.
Core Responsibilities
- System Administration: Maintain and optimize our CRM environment (HubSpot), including managing user permissions, custom objects, and data architecture.
- Data Integrity: Perform regular data cleansing, deduplication, and auditing to ensure a "single source of truth" for all departments.
- Reporting & Insights: Design and maintain dashboards that track KPIs such as conversion rates, pipeline velocity, and customer lifetime value.
- Sales Team Training & Education:
- Design and deliver comprehensive onboarding programs for new sales hires to ensure immediate productivity.
- Host regular "Office Hours" and workshops to teach advanced HubSpot features, such as sequences, snippets, and meeting tools.
- Develop a library of "How-To" documentation, SOPs, and video tutorials tailored to our specific sales process.
- Direct Sales Support:
- Act as the "first responder" for sales team technical issues, troubleshooting deal pipeline errors or automation glitches.
- Partner with Sales Managers to build custom views, filtered lists, and dashboards that help reps prioritize their daily outreach.
- Identify "frictional" points in the sales cycle and implement CRM-based solutions to reduce manual data entry for reps.
Qualifications & Skills
- Education: Bachelor’s Degree required
- Experience: Minimum of 2 years of professional experience in CRM administration or data analysis.
- Technical Proficiency:
- Strong experience with HubSpot is highly preferred.
- Advanced proficiency in Microsoft Excel (Pivot Tables, VLOOKUPs, etc.).
- Experience with data visualization tools (Tableau, PowerBI) is a plus.
- Industry Knowledge: Experience in Insurance or Financial Services is helpful but not mandatory.
- Communication: Ability to translate complex data findings into clear, actionable recommendations for non-technical stakeholders.
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.
Compensation
This position is located in New York city. The base salary for this position at the time of this posting may range from $70,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.
#LI-GP1
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Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
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