Client Executive

🕒 il y a 3 mois

🇺🇸 États-Unis – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

🧑‍💼 Ingénieur d'affaires

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OneDigital

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 2000

💸 Finance

👥 RH Tech

Insurance • Finance • HR Tech

OneDigital est une entreprise spécialisée dans la fourniture de solutions d'assurance, de services financiers et de conseil en ressources humaines. En s'appuyant sur la technologie et l'innovation, OneDigital vise à transformer des environnements complexes et inefficaces grâce à l'automatisation des affaires, aux API, au développement de produits et à l'intelligence artificielle. Leurs services incluent le conseil en avantages sociaux pour les employés, l'assurance des biens et des accidents, l'administration de plans de retraite et la gestion de patrimoine. OneDigital s'engage à promouvoir la diversité, l'équité, l'inclusion et l'appartenance dans sa culture d'entreprise et offre une gamme de services visant à aider les entreprises et les particuliers à atteindre leurs aspirations en matière de santé, de réussite et de sécurité financière.

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

🎯 Exigences

• 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

🏖️ Avantages

• 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