OneDigital

Client Executive

OneDigital

full-time

Posted on:

Location Type: Hybrid

Location: California • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining an assigned book of business.
  • Communicating multi-year strategy to clients.
  • Working closely and in partnership with the marketing team to identify and cultivate leads.
  • Managing sales pipeline and sales activities via Microsoft CRM.
  • Attending association events and meetings based on targeted verticals.
  • Establishing vendor relationships and developing referral sources.
  • Fostering and managing overall relationship with clients to ensure high client satisfaction and annual retention goals.
  • Overseeing overall service delivery and work closely with internal service teams regarding clients’ pre-renewal strategy, renewal, open enrollment and post renewal follow-up.
  • Negotiating client contracts with carriers.

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.
  • 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 and dental insurance.
  • Robust learning and development programs.
  • Reimbursement of job-related expenses per company policy.
  • Employee perks and discounts.
  • Paid time off.
  • Overtime pay for non-exempt employees.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
salesclient contract negotiationcustomer relationship management (CRM)quoting processMicrosoft OfficeMicrosoft Exceldatabase applicationsemployee benefitshealth insurance productshealth care reform
Soft Skills
verbal communicationwritten communicationinfluenceleadershipself-motivatedorganizeddetail-orientedability to meet deadlinesrelationship managementstrategic thinking
Certifications
life insurance licensehealth insurance license