Client Executive

Allied Benefit Systems•Chicago, IL

1d•$130,000 - $135,000•Remote

About The Position

The Client Executive is a goal-oriented, driven, team player with a willingness and desire to sell new business. This role involves cultivating strong relationships with brokers/consultants, managing complex negotiations, and positioning products and services to increase sales and maximize revenue. The executive will also manage renewal processes, collaborate with account management and underwriting, and provide effective presentations to Allied Benefit Systems constituents. Key responsibilities include educating stakeholders on company capabilities, developing and executing sales strategies, and representing the company at civic and business functions. The role also involves collecting information from prospective accounts, meeting training requirements, and processing Requests for Proposals (RFPs). Client-facing duties include providing support during open enrollments, conducting presentations, resolving member issues, and assisting with routine account service problems by working with appropriate departments and the Account Manager.

Requirements

At least 5 years of progressive and successful sales experience in health benefits are required.
Intermediate experience with Word, Excel, Outlook, and PowerPoint.
Experience working with brokers required.
Experience with self-funded plans required.

Nice To Haves

Producer's license preferred.

Responsibilities

Cultivates strong, productive, and influential relationships with brokers/consultants driving new business growth.
Effectively position Allied’s unique value proposition within the target market.
Manage complex negotiations; positions products, rate levels and expanded product portfolios to increase sales and maximize revenue.
As the book of business matures, the executive must manage the renewal processes.
Collaborates with account management and underwriting for renewals on assigned book of business.
Provides effective presentations to Allied Benefit Systems constituents.
Educates key constituents on Allied Benefit Systems capabilities and effectively positions the value of Allied Benefit Systems solutions in the marketplace.
Position’s products, rates, and stop loss and expanded product portfolios to increase sales and maximize revenue.
Develops and executes sales and growth strategy for products in assigned territory and book of business.
Assists in training activity as needed.
Represents Allied at civic and business functions to promote the image of the company.
Collect information from prospective accounts to support collective intelligence.
Meets all product and selling skills training requirements.
Processes receipt and prepare Requests for Proposals (RFPs) to send to underwriting and stop loss vendors.
Performs routine operational tasks associated with evaluating an RFP (e.g., disruption).
Provides support during open enrollments.
Is capable of independently conducting open enrollment presentations and effectively disposition of member issues.
Provides routine account service.
Help resolve routine problems (i.e., underwriting, reporting, billing, employer and member concerns, etc.) by working with the appropriate departments and the Account Manager to ensure resolution.
Other duties as assigned.