Client Executive

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. Must have excellent verbal and written communication skills, strong leadership skills, and ability to thrive in a fast-paced environment. Experience in broker agency or benefit administration firm, 7+ years of sales and/or employee benefits experience, and current life and health insurance license are required.

Requirements

• 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
• 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
• 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

Benefits

• Paid time off
• Overtime pay for non-exempt employees
• Health, wellbeing, retirement, and other financial benefits
• Robust learning and development programs