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Company

OneDigital · 1 day ago

Client Executive

Idaho, United States

Full-time

Remote

Senior Level

5+ years exp

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Culture & Values

Insider Connection @OneDigital

Discover valuable connections within the company who might provide insights and potential referrals.
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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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales experienceClient relationship managementC-suite interactionMicrosoft OfficeMicrosoft ExcelCRM softwareHealth insurance knowledgeHealth Care Reform knowledgeQuoting process knowledgeVendor relationship management

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 benefit administration firm, required

5+ years’ of sales and/or employee benefits experience, required

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