Strategic Client Executive - Employee Benefits

Digital Insurance LLC; Houston (TX); On-site; USD 120,000 - 180,000; 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, close sales, and strategically manage an assigned book of business. You will partner with Marketing and client management teams to cultivate leads, educate prospects on trends and value, and drive retention and growth across multi-year strategies.

Responsibilities include managing the sales pipeline, negotiating contracts with carriers, and maintaining knowledge of HIPAA/ERISA and related

Qualifications

• Must have excellent verbal and written communication skills and ability to influence and interact with C-suite clients and prospects.
• Must possess the ability to work with clients at a senior strategic level.
• Strong leadership skills and self-motivation; disciplined and results-oriented.
• Experience with customer relationship management (CRM) software; proficient with Microsoft Excel.

Responsibilities

• Identify, prospect, and close new business to meet quarterly and annual revenue goals.
• Collaborate with Marketing to nurture prospects and build relationships.
• Manage client relationships to ensure high satisfaction and retention.
• Oversee pre-renewal strategy, renewal, and open enrollment activities with service teams.

Skills

Verbal communication

Written communication

CRM software

Microsoft Excel

Strategic selling

Relationship building

Leadership

C-suite communication

Time management

Education

Life and health insurance license

Bachelor’s degree

Tools

CRM software (MS Dynamics)

Microsoft Office

Job description

OneDigital Health and Benefits is seeking a Client Executive to develop new business opportunities, close sales, and strategically manage an assigned book of business. You will partner with Marketing and client management teams to cultivate leads, educate prospects on trends and value, and drive retention and growth across multi-year strategies.

Responsibilities include managing the sales pipeline, negotiating contracts with carriers, and maintaining knowledge of HIPAA/ERISA and related