Client Executive

We are seeking a Client Executive to develop new business opportunities, close sales, and strategically manage and retain an assigned book of business. The role involves partnering with marketing to identify and cultivate leads, working closely with client management and service teams to deliver excellent client service, and maintaining high client satisfaction and annual retention goals. Essential Duties and 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 the Marketing team to strategically nurture and cultivate prospects Collaborate 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, product evolution, and company value proposition Manage sales pipeline and 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 Communicate multi‑year strategy to clients Create and oversee client wellness program strategies Collaborate with Client Service and Sales leaders 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 regarding pre‑renewal strategy, renewal, open enrollment, and post‑renewal follow‑up Negotiate client contracts with carriers Remain fully knowledgeable on compliance issues governed by legislation and regulations Qualifications, Skills and Requirements Excellent verbal and written communication skills, with the ability to influence and effectively interact with C‑suite clients and prospective clients Ability to work with clients at a senior strategic level Strong leadership skills Self‑motivated and disciplined Ability to thrive in a fast‑paced environment and meet or exceed annual sales and retention goals Highly skilled in Microsoft Office Experience with CRM software (preferred) Ability to articulate the company’s value proposition and capabilities Organized and detail‑oriented, with the ability to meet deadlines and work well with others Education, Training and Experience Experience in broker agency or P&C firm (required) 7+ years of sales and/or P&C experience (preferred); 5+ years required Experience selling to C‑Suite (strongly preferred) Current appropriate insurance license (required) Bachelor’s Degree (preferred) Practical knowledge of quoting process and tools Proficiency in Microsoft Excel and familiarity with database applications 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. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age, pregnancy, national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information, or any other category protected by federal, state or local law. We will consider qualified applications with arrest or conviction records for employment in compliance with applicable local Fair Chance Ordinances. We hope to welcome you to OneDigital and look forward to hearing from you. #J-18808-Ljbffr