Strategic Client Executive - Employee Benefits

Digital Insurance LLC; Fort Lauderdale (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development

Job summary

OneDigital Health and Benefits is seeking a Client Executive to develop new business opportunities and close sales to meet annual goals. You will work with marketing, management, and service teams to cultivate leads and retain a growing book of business.

The role requires strategic selling, strong communication, and the ability to manage client relationships at the C-suite level while navigating HIPAA, ERISA, and health insurance product knowledge.

Qualifications

• Must have excellent verbal and written communication skills and the ability to interact with C-suite clients
• Must be able to work with clients at a senior strategic level
• Experience with CRM software and Excel is preferred
• Licensed to sell life and health insurance is required or in process, per state rules

Responsibilities

• Identify, prospect, and close new business to meet revenue goals
• Collaborate with Marketing to nurture prospects and generate leads
• Build client relationships and manage multi-year strategies with service teams
• Educate on trends, compliance, products evolution, and company value proposition
• Oversee client wellness program strategies and renewal processes
• Negotiate contracts with carriers and ensure client satisfaction and retention

Skills

Verbal & written communication

C-suite interaction

Leadership

Self-motivation

Deadline-driven

Microsoft Office

CRM experience

Attention to detail

Education

Bachelor’s Degree

Life and Health Insurance license

Tools

CRM software

Microsoft Excel

Database applications

Microsoft Office

Job description

OneDigital Health and Benefits is seeking a Client Executive to develop new business opportunities and close sales to meet annual goals. You will work with marketing, management, and service teams to cultivate leads and retain a growing book of business.

The role requires strategic selling, strong communication, and the ability to manage client relationships at the C-suite level while navigating HIPAA, ERISA, and health insurance product knowledge.