Client Executive

🕒 Fevereiro 18

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

OneDigital

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 2000

💸 Finanças

👥 RH Tech

Insurance • Finance • HR Tech

OneDigital é uma empresa especializada em fornecer soluções de seguros, serviços financeiros e consultoria de RH. Aproveitando a tecnologia e a inovação, a OneDigital visa transformar cenários complexos e ineficientes por meio de automação de negócios, APIs, desenvolvimento de produtos e IA. Seus serviços incluem consultoria de benefícios para empregados, seguros de propriedades e acidentes, administração de planos de aposentadoria e gestão de patrimônio. A OneDigital está comprometida com a diversidade, equidade, inclusão e pertencimento em sua cultura corporativa e oferece uma gama de serviços destinados a ajudar empresas e indivíduos a alcançarem seus objetivos de saúde, sucesso e segurança financeira.

Descrição

• Develop new business opportunities • Close sales to achieve established annual sales goals • Strategically manage and retain assigned book of business • Work closely and in partnership with the marketing team to identify and cultivate leads • Collaborate with client management and service teams to effectively service and retain clients • Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings • Manage sales pipeline and sales activities via Microsoft CRM • Attend association events and meetings based on targeted verticals • Establish vendor relationships and develop referral sources • Foster and manage overall relationship with clients to ensure high client satisfaction and annual retention goals • Communicate multi-year strategy to clients • Create and oversee client wellness program strategies • Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment and post renewal follow-up • Negotiate client contracts with carriers • Remains fully knowledgeable on compliance issues governed by legislation and regulations

🎯 Requisitos

• Must have excellent verbal and written communication skills • 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 • Ability to articulate the company’s value proposition and capabilities • Must be organized and detail-oriented, with the ability to meet deadlines and work well with others. • Experience in broker agency or P&C firm, required • 7+ years’ of sales and/or P&C experience, preferred; 5+ required • Experience selling to C-Suite, strongly preferred • Current appropriate insurance license, required • Bachelor’s Degree, preferred • Must have a practical knowledge of quoting process and tools • Must be proficient in Microsoft Excel and familiar with database applications

🏖️ Benefícios

• Health, wellbeing, retirement, and other financial benefits • Paid time off • Overtime pay for non-exempt employees • Robust learning and development programs • Reimbursement of job-related expenses per the company policy • Employee perks and discounts