Hybrid Client Executive

at OneDigital

• Job title: Client Executive
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Client Executive at OneDigital responsible for developing new business opportunities and closing sales to achieve established annual sales goals.

Responsibilities

• 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.