Client Executive

November 20

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

🦅 H1B Visa Sponsor

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OneDigital

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Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

📋 Description

• responsible for developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining an assigned book of business • works closely and in partnership with the marketing team to identify and cultivate leads • work closely with client management and service teams to effectively and strategically service and retain clients • Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings to meet quarterly and annual revenue goals • Work closely and effectively with Marketing team to strategically nurture and cultivate prospects • Work closely with account manager(s) to identify markets for solicitation of new business • Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other thought leadership opportunities • Educate prospects on business trends, compliance, products evolution, and company value proposition • 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 • Create and oversee client wellness program strategies • Review client team’s RFPs to ensure proper strategy is being executed • 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 impacting employer sponsored health and welfare plans

🎯 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. • Experience in broker agency or benefit administration firm, required • 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, dental and other insurance solutions • variable compensation • commission • annual bonus based on individual performance and/or the company’s performance • health • wellbeing • retirement • other financial benefits • paid time off • overtime pay for non-exempt employees • reimbursement of job-related expenses per company policy • employee perks and discounts