Client Executive
OneDigital
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- responsible for developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining an assigned book of business
- works closely and in partnership with the marketing team to identify and cultivate leads
- work closely with client management and service teams to effectively and strategically service and retain clients
- Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings to meet quarterly and annual revenue goals
- Work closely and effectively with Marketing team to strategically nurture and cultivate prospects
- Work closely with account manager(s) to identify markets for solicitation of new business
- Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other thought leadership opportunities
- Educate prospects on business trends, compliance, products evolution, and company value proposition
- Manage sales pipeline and sales activities via Microsoft CRM
- Attend association events and meetings based on targeted verticals
- Establish vendor relationships and develop referral sources
- Foster and manage overall relationship with clients to ensure high client satisfaction and annual retention goals
- Create and oversee client wellness program strategies
- Review client team’s RFPs to ensure proper strategy is being executed
- Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment and post renewal follow-up
- Negotiate client contracts with carriers
- Remains fully knowledgeable on compliance issues governed by legislation and regulations impacting employer sponsored health and welfare plans
Requirements
- Must have excellent verbal and written communication skills, with the ability to influence and effectively interact with C-suite clients and prospective clients
- Must possess the ability to work with clients at a senior strategic level
- Strong leadership skills
- Must be self-motivated and disciplined
- Ability to thrive in fast-paced environment and meet or exceed annual sales and retention goals
- Must be highly skilled in use of Microsoft Office
- Experience with customer relationship management (CRM) software program, preferred
- Must be organized and detail-oriented, with the ability to meet deadlines and work well with others.
- Experience in broker agency or benefit administration firm, required
- 7+ years’ of sales and/or employee benefits experience, preferred; 5+ required
- Experience selling to C-Suite, strongly preferred
- Current life and health insurance license, required
- Bachelor’s Degree, preferred
- Must be up to date and knowledgeable on Health Care Reform and health and ancillary insurance products
- Must have a practical knowledge of quoting process and tools
- Must be proficient in Microsoft Excel and familiar with database applications
Benefits
- health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
- variable compensation
- commission
- annual bonus based on individual performance and/or the company’s performance
- health
- wellbeing
- retirement
- other financial benefits
- paid time off
- overtime pay for non-exempt employees
- reimbursement of job-related expenses per company policy
- employee perks and discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salesclient managementnegotiationcompliance knowledgequoting processemployee benefitsbusiness developmentpipeline managementlead generationstrategic planning
Soft skills
communicationleadershipself-motivationorganizationdetail-orientedinterpersonal skillsinfluencestrategic thinkingrelationship buildingtime management
Certifications
life insurance licensehealth insurance licenseBachelor's Degree