Senior Client Executive
7 days ago
We are seeking a highly skilled Senior Client Executive to join our team at OneDigital. As a key member of our sales team, you will be responsible for developing new business opportunities, closing sales, and strategically managing and retaining an assigned book of business.
Key Responsibilities- Identify and pursue new business opportunities through referrals, networking, and organic prospect meetings to meet quarterly and annual revenue goals
- Collaborate with the marketing team to nurture and cultivate prospects
- Work closely with account managers to identify markets for solicitation of new business
- Build strong relationships with clients through face-to-face and phone interactions, as well as through social media and thought leadership opportunities
- Educate prospects on business trends, compliance, products, and company value proposition
- Manage sales pipeline and activities using Microsoft CRM
- Attend industry events and meetings to target specific verticals
- Establish vendor relationships and develop referral sources
- Foster and manage client relationships to ensure high client satisfaction and annual retention goals
- Work closely with account management and service teams to ensure client needs are met
- Communicate multi-year strategy to clients
- Create and oversee client wellness program strategies
- Collaborate with Client Service and Sales leaders to improve processes and services as needed
- Review client team's RFPs to ensure proper strategy is being executed
- Oversee overall service delivery and work closely with internal service teams regarding clients' pre-renewal strategy, renewal, open enrollment, and post-renewal follow-up
- Conduct client meetings with service team members regarding pre-renewal strategy, renewal, open enrollment, and post-renewal follow-up
- Negotiate client contracts with carriers
- Remain knowledgeable on compliance issues governed by legislation and regulations impacting employer-sponsored health and welfare plans
- Excellent verbal and written communication skills, with the ability to influence and effectively interact with C-suite clients and prospective clients
- Ability to work with clients at a senior strategic level
- Strong leadership skills
- Self-motivated and disciplined
- Ability to thrive in a fast-paced environment and meet or exceed annual sales and retention goals
- Highly skilled in Microsoft Office
- Experience with customer relationship management (CRM) software, preferred
- Ability to articulate the company's value proposition and capabilities
- Organized and detail-oriented, with the ability to meet deadlines and work well with others
- Experience in a broker agency or benefit administration firm, required
- 15+ years of sales and/or employee benefits experience, preferred; 12+ required
- Experience selling to C-Suite, strongly preferred
- Current life and health insurance license, required
- Bachelor's Degree, preferred
- Knowledgeable on Health Care Reform and health and ancillary insurance products
- Practical knowledge of quoting process and tools
- Proficient in Microsoft Excel and familiar with database applications
We offer a competitive salary, variable compensation, commission, and/or annual bonus based on individual performance and/or company performance. Eligible employees also receive health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. Reimbursement of job-related expenses is also provided per company policy, and employee perks and discounts are available.
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