World Insurance Associates, LLC.
The Senior Client Associate at World Investment Advisors provides support for wealth management and retirement plan clients by managing account operations, preparing reports, handling inquiries, and facilitating investment and financial planning activities. They work closely with clients and internal teams to ensure high-quality service, operational efficiency, and compliance in a collaborative environment.
Headquarters
Iselin, New Jersey, United States
Company Size
1001-5000 employees
Founded
2011
World Insurance Associates LLC is an independent insurance agency that provides personal and business insurance solutions. Its advisors leverage relationships with dozens of insurance markets to find cost‑effective, customized coverage for individuals and companies. The firm emphasizes "Relationships. Resources. Results." — offering tailored advice, policy placement, and ongoing advocacy to help clients manage risk and control costs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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20% below the average for this role
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