Client Executive

🕒 February 18

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

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.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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