Personal Lines and Commercial Lines Account Executive

OneDigital • Rutland, VT

2d

About The Position

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives. If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you. Our Newest Opportunity: The Account Executive will start at 50+ implementation and possibly over $25,000 in annual revenue. He / she will assist with the new business quoting process to final stages of implementation. This position will work in partnership with the Sales Consultant as an extension of the team.

Requirements

• Must have excellent verbal and written communication skills, with the ability to communicate efficiently and effectively 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
• Must be highly skilled in use of Microsoft Office
• Must be organized and detail-oriented, with the ability to meet deadlines and work well with others
• BA / BS Degree
• Minimum 7-10 years’ experience in benefits account management in a consultative role
• Current life and health insurance license
• Familiarity and practical knowledge of quoting process and tools

Nice To Haves

• Experience with customer relationship management (CRM) software program, preferred

Responsibilities

• Remain up to date and knowledgeable on current industry, market and regulatory changes and ensure clients remain educated on relevant and key updates
• Manage escalated service issues to ensure resolution and client satisfaction
• Review RFPs to ensure proper strategy is being executed
• Work closely with Sales Consultants to identify markets for solicitation of new business
• Perform additional responsibilities and requests as requested

Benefits

• eligible employees 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees