Client Executive

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Overview

OneDigital is a company that prides itself on partnering with business owners to help manage risks and ensure a thriving business environment. As a Client Executive, you will play a pivotal role in developing new business opportunities and retaining existing clients in a supportive, fast-paced setting. Aimed at not only helping the company grow but also enabling clients to focus on their core business operations, this position is tailored for those who are passionate about providing solutions even during uncertain times.

Responsibilities

As a Client Executive at OneDigital, your roles and responsibilities include:

• Identifying and closing new business opportunities through referrals, networking, and by meeting organic prospects.
• Working closely with the marketing team to nurture and cultivate leads effectively.
• Building rapport and establishing solid business relationships swiftly through various avenues such as face-to-face communication, phone calls, social media interactions, and contributions to industry blogs.
• Educating clients about trends, compliance, product evolution, and the company’s value proposition.
• Managing sales pipeline activities via Microsoft CRM to ensure operational efficiency.
• Attending association events and meetings to expand the reach and influence of company initiatives.
• Developing relationships with vendors and sources of referrals to enhance the client portfolio.
• Maintaining an ongoing relationship with clients to guarantee satisfaction and high retention rates.
• Overseeing the execution of multi-year strategies and managing the overarching service delivery.
• Conducting impactful client meetings to discuss pre-renewal strategies, renewals, and necessary follow-ups to ensure that clients' needs are met efficiently.
• Negotiating client contracts with carriers by utilizing comprehensive knowledge of company offerings and compliance matters governed by regulations.

Skills and Qualifications

Candidates aspiring to work as a Client Executive should possess the following skills and qualifications:

• Excellent verbal and written communication skills, essential for influencing and interacting with high-level clients.
• The ability to collaborate with clients at a senior-level, combining strong leadership skills with a motivated and disciplined work style.
• Capacity to thrive in a fast-paced environment while meeting or exceeding predefined sales and retention goals.
• Proficiency in Microsoft Office, particularly Excel, and familiarity with CRM software.
• A profound understanding of the company's value proposition and capabilities.
• Strong organizational skills, detail orientation, ability to meet deadlines, and enjoyment in working collaboratively within teams.

Preferred Background: Experience in a broker agency or P&C firm (7+ years preferred, 5+ years required) along with experience in working with C-suite clients adds significant value to your application. It is necessary to hold a current insurance license and to preferably have a Bachelor’s Degree in a relevant field. Familiarity with quoting processes, tools, and database applications is also beneficial.

Compensation and Benefits

While the actual base salary will depend on individual skills, education, qualifications, experience, and geographical location, OneDigital offers competitive pay with opportunities for additional compensation through commissions and performance bonuses. Benefits offered may include:

• Health and well-being programs.
• Retirement savings and other financial benefits.
• Paid time off alongside potential overtime pay for eligible employees.
• Access to substantial learning and development programs to encourage professional growth.
• Job-related expense reimbursement as per company policy, along with employee perks and discounts.

Company Culture

OneDigital is dedicated to an inclusive workplace culture that values diversity and equity. Every employee and job applicant is treated with the utmost respect, regardless of their backgrounds. The company adheres strictly to equal opportunity employment principles, aiming to ensure all individuals feel valued and supported.

Application Process

If you are passionate about leveraging your sales expertise to contribute to clients' successes while enjoying a culture built on inclusion and respect, OneDigital invites you to apply. For more information about the application process, job roles, and the company, please explore their career page.

In conclusion, the Client Executive position at OneDigital presents a significant career opportunity for skilled sales professionals. With a supportive work environment, a focus on personal development, and a culture dedicated to diversity, candidates who meet the qualifications should consider applying for this rewarding role.

This job offer was originally published on himalayas.app