Senior Client Executive

7 days ago


Columbia, South Carolina, United States OneDigital Full time
About the Role

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
Requirements
  • 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
  • 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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