HRC Client Executive

Digital Insurance LLC; United States; Remote; USD 180,000 - 225,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development programs

Job summary

OneDigital is seeking a Client Executive in the United States to drive new business, close sales, and maintain a strategic book of business. You will partner with Marketing and account teams to cultivate prospects, articulate value, and manage multi-year client relationships.

The role requires executive-level communication, leadership, and a deep understanding of health and welfare plans, HIPAA, ERISA, and related regulations. A strong sales track record is essential.

Qualifications

• Excellent verbal and written communication with the ability to influence C-suite clients.
• Proven ability to prospect, close new business, and manage an assigned book of business.
• Self-motivated, disciplined and able to thrive in a fast-paced environment.
• Experience with CRM software and accurate pipeline management.

Responsibilities

• Identify, prospect, and close new business to meet revenue goals.
• Collaborate with Marketing to nurture prospects and accelerate opportunities.
• Develop and maintain senior-level client relationships with executives.
• Educate prospects on trends, products, and company value proposition.
• Manage sales pipeline and activities using Microsoft CRM.

Skills

Lead generation

C-suite communication

Relationship building

Sales strategy

Tools

Microsoft CRM

Microsoft Excel

Job description

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.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

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

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

• 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
• 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
• Opportunity to earn $200,000+ in total annual compensation.

Salary & Benefits

Opportunity to earn $200,000+ in total annual compensation. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

Artificial Intelligence Hiring Process

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application.

Equal Opportunity

OneDigital is an equal opportunity employer.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics").

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment.

For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment.

OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

To learn more, visit: www.onedigital.com/careers