Client Executive – Group Benefits

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🕒 Abril 2

🏈 Ohio – Remoto

🏈 Ohio – Remote

💵 $750.000 - $2.000.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

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Unison Risk Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2020

🤝 B2B

💸 Finanças

B2B • Finance

A Unison Risk Advisors é uma plataforma em rápido crescimento de empresas independentes e de propriedade dos funcionários, que oferece soluções de gestão de riscos e corretagem de seguros para clientes corporativos e institucionais em todo o mundo. A empresa fornece corretagem de seguros, consultoria de riscos, expertise em benefícios aos funcionários e serviços compartilhados, permitindo que as empresas parceiras mantenham a presença local, cultura e propriedade. Com dezenas de escritórios, mais de mil funcionários e múltiplas aquisições, a Unison foca em atender negócios com estratégias personalizadas de seguro, prevenção de perdas e transferência de risco.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• Health insurance • Retirement plans • Professional development