Client Executive

Onedigital • Saint Louis, MO

377d

About The Position

The Client Executive at OneDigital is responsible for developing new business opportunities and managing an assigned book of business to achieve sales goals. This role involves collaboration with marketing and client management teams to effectively service and retain clients, requiring strong communication and strategic selling skills.

Requirements

• 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; 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 benefit administration firm, required
• 7+ years' of sales and/or employee benefits experience, preferred; 5+ required
• Experience selling to C-Suite, strongly preferred
• Current life and health insurance license, required
• Bachelor's Degree, preferred
• 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

Nice To Haves

• Experience with customer relationship management (CRM) software program, preferred
• Bachelor's Degree, preferred

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 the Marketing team to strategically nurture and cultivate prospects
• 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
• 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 regarding pre-renewal strategy, renewal, open enrollment and post renewal follow-up
• Negotiate client contracts with carriers
• Remain 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

Benefits

• Health insurance coverage
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses
• Employee perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree