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OneDigital · 12 hours ago

Client Executive

Miami-FTL Area

Full-time

Onsite

Senior Level

5+ years exp

OneDigital is a trusted partner for business owners, helping them manage risks and thrive during uncertain times. The Client Executive is responsible for developing new business opportunities, closing sales, and managing an assigned book of business while collaborating with marketing and client management teams to ensure client satisfaction.

Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses

Culture & Values

Responsibilities

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

Work closely and effectively with account management and service teams to ensure client needs are met

Communicate multi-year strategy to clients

Create and oversee client wellness program strategies

Work closely and collaboratively with Client Service and Sales leader(s) to improve processes or services as needed

Review client team’s RFPs to ensure proper strategy is being executed

Oversee overall service delivery and work closely with internal service teams regarding clients’ pre-renewal strategy, renewal, open enrollment and post renewal follow-up

Conduct client meetings (in conjunction with service team members where appropriate) 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

Qualification

Sales experienceClient relationship managementMicrosoft CRMMicrosoft OfficeInsurance licenseVerbal communicationWritten communicationLeadership skillsOrganizational skillsDetail-oriented

Required

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

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

5+ years' of sales and/or P&C experience, required

Current appropriate insurance license, required

Must have a practical knowledge of quoting process and tools

Must be proficient in Microsoft Excel and familiar with database applications