OneDigital

HRC Client Executive

OneDigital$160K — $200K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of sales experience, preferably in employee benefits; 5+ required
  • Experience in a broker agency or benefit administration firm
  • Current life and health insurance license
  • Strong understanding of Health Care Reform and health insurance products
  • Proficient in Microsoft Excel and CRM software
  • Ability to engage effectively with C-suite executives
  • Exceptional verbal and written communication skills

Responsibilities

  • Identify and close new business to meet annual sales goals
  • Collaborate with marketing to nurture and cultivate leads
  • Maintain relationships to ensure high client satisfaction and retention
  • Educate prospects on industry trends and company's value proposition
  • Attend industry events to build networks and generate leads
  • Manage the sales pipeline using Microsoft CRM
  • Negotiate contracts and oversee service delivery

Benefits

  • Health and wellbeing benefits
  • Retirement benefits
  • Paid time off
  • Overtime pay for non-exempt employees
  • Learning and development programs
  • Expense reimbursement for job-related costs
  • Employee perks and discounts
Full Job Description
Our Newest Opportunity:

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. The CE works closely and in partnership with the marketing team to identify and cultivate leads, as well as with client management and service teams to effectively and strategically service and retain clients. Effective communication, listening, collaboration and strategic selling skills are critical to success.

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
  • Bachelor's Degree, preferred
  • 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.

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.

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

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

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter.

About OneDigital

OneDigital is a leading insurance brokerage and benefits administration company in the United States. The company was founded in 2000 and is headquartered in Atlanta, Georgia. OneDigital offers a wide range of insurance products and services, including health, dental, vision, life, disability, and voluntary benefits. The company serves clients in a variety of industries, including technology, healthcare, manufacturing, and retail. OneDigital has been recognized as one of the fastest-growing companies in the United States by Inc. Magazine and has received numerous awards for its innovative approach to employee benefits.
Learn more about OneDigital
Size
2,000 employees
Industry
Founded
2000

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