OneDigital · 1 day ago
Client Executive
United States
Full-time
Remote
Senior Level
5+ years expOneDigital is a people-focused organization that provides employee benefits solutions to over 100,000 employers. The Client Executive is responsible for developing new business opportunities and managing client relationships to achieve sales goals.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
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 impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges
Qualification
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
Current life and health insurance license, required
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
Experience in broker agency or benefit administration firm, required
5+ years' of sales and/or employee benefits experience, required
Preferred
Experience with customer relationship management (CRM) software program, preferred
7+ years' of sales and/or employee benefits experience, preferred
Experience selling to C-Suite, strongly preferred
Bachelor's Degree, preferred
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
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase