Unison Risk Advisors

Client Executive – Group Benefits

Unison Risk Advisors

full-time

Posted on:

Location Type: Remote

Location: Ohio • United States

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Salary

💰 $750,000 - $2,000,000 per year

About the role

  • Responsible to retain the existing business and grow the assigned group of accounts.
  • Serves as the key relationship contact by account at all leaderships levels for the assigned book of business.
  • Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development.
  • Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business.
  • Develops, leads and executes account strategy with the client and the assigned team of Oswald professionals.
  • Ensures the assigned service team maintains the existing account base while having responsibility to identify the opportunity for up selling and cross selling all Oswald Products/Services across business lines.
  • Collaborates with supervisor to identify, quantify and develop a plan to expand the depth of services provided.
  • Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services.

Requirements

  • A college degree is an advantage but not a requirement
  • Life, Health & Accident License required
  • At least 5 to 10 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage
  • Strong sales aptitude and personal characteristics required.
  • Strong tactical skillset
  • General understanding of technical concepts – self-funding, different carriers solutions, etc.
  • Strong relationship skills
  • Ability to execute
  • Self-starter - Ability to work independently with little oversight
  • Intuitiveness – knowing when to loop in Client Executive and leadership for escalated issues
  • Ability to oversee CSA’s and provide general tactical oversight
  • Project management skills – ability to work with internal and external partners to deliver results timely.
Applicant Tracking System Keywords

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

Hard Skills & Tools
sales aptitudetactical skillsproject managementaccount strategy developmentupsellingcross-sellingclient onboardingtechnical concepts understandingself-funding knowledgecarrier solutions knowledge
Soft Skills
relationship skillsability to executeself-starterintuitivenessindependent workcollaborationleadership communicationorganizational skillsproblem-solvingadaptability
Certifications
Life LicenseHealth LicenseAccident License