Senior Client Executive, Employee Benefits

OneDigital; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

OneDigital is seeking a Client Executive to drive new business growth and strategically manage a book of business in the benefits space. You will partner with Marketing to cultivate leads and with client teams to deliver value, outcomes, and retention across multi-year cycles.

You will lead client meetings, educate prospects on market trends and compliance, and manage the sales process using CRM tools. The role requires senior-level communication with executives and a proven sales record.

Qualifications

• Must have excellent verbal and written communication skills.
• Ability to engage with C-suite clients at a senior strategic level.
• Strong leadership and self-motivation with disciplined work ethic.
• Experienced in fast-paced sales with annual goals and retention targets.

Responsibilities

• Identify, prospect, and close new business to meet quarterly and annual revenue goals.
• Collaborate with Marketing to nurture prospects and cultivate leads.
• Coordinate with account managers to identify markets for solicitation of new business.
• Build rapport with clients via face-to-face, phone, social media and thought leadership.
• Educate prospects on trends, compliance, products evolution and value proposition.
• Manage sales pipeline and activities using Microsoft CRM.
• Attend association events and meetings based on targeted verticals.
• Establish vendor relationships and develop referral sources.
• Foster ongoing client relationships to ensure high satisfaction and retention.
• Lead pre-renewal strategy, renewal, open enrollment and post-renewal follow-up with service teams.
• Negotiate contracts with carriers while ensuring compliance with HIPAA, ERISA, PPACA.

Skills

Verbal communication

Written communication

C-suite targeting

Leadership

CRM experience

Microsoft Office

Excel proficiency

Education

Bachelor’s Degree

Life and Health Insurance License

Tools

Microsoft CRM

Microsoft Office

Excel

Job description

OneDigital is seeking a Client Executive to drive new business growth and strategically manage a book of business in the benefits space. You will partner with Marketing to cultivate leads and with client teams to deliver value, outcomes, and retention across multi-year cycles.

You will lead client meetings, educate prospects on market trends and compliance, and manage the sales process using CRM tools. The role requires senior-level communication with executives and a proven sales record.