Client Executive

OneDigital•Pensacola, FL

21h

About The Position

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else. If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital. Our Newest Opportunity: The Client Executive is responsible for developing new business opportunities, closing sales to achieve established annual sales goals, and strategically managing and retaining an assigned book of business. The CE works closely and in partnership with the marketing team to identify and cultivate leads, as well as with client management and service teams to effectively and strategically service and retain clients. Effective communication, listening, collaboration and strategic selling skills are critical to success. OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability. We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offer the same total-wellbeing benefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members.

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
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
Must be proficient in Microsoft Excel and familiar with database applications

Nice To Haves

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

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