Client Executive

One Digital is an insurance, financial services, and HR consulting provider dedicated to helping business owners manage risk and focus on what matters most. We are looking for a Client Executive to develop new business opportunities, close sales, and manage a sustained book of business.

• 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.
• 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, 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 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 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 collaboratively 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 (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.
• Remain fully knowledgeable on compliance issues governed by legislation and regulations.

• 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.
• Self‑motivated and disciplined.
• Ability to thrive in a fast‑paced environment and meet or exceed annual sales and retention goals.
• Highly skilled in the use of Microsoft Office; experience with customer relationship management (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.

• Experience in a broker agency or P&C firm; 7+ years’ of sales and/or P&C experience required, 5+ years preferred.
• Experience selling to C‑Suite, strongly preferred.
• Current appropriate insurance license, required.
• Bachelor’s Degree, preferred.
• Practical knowledge of quoting process and tools.
• Proficient in Microsoft Excel and familiar 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. Eligible employees receive health, wellbeing, retirement, and other financial benefits; paid time off; overtime pay for non‑exempt employees; and robust learning and development programs.

Employees may receive reimbursement for job‑related expenses and eligible employee perks and discounts.

One Digital is an equal opportunity employer. We firmly believe that the power of ONE starts with you. We are committed to cultivating a culture that celebrates diversity, insists on equity and inclusion, and connects us. One Digital provides equal employment opportunities to all employees and applicants for employment regardless of veteran status, uniformed service member status, race,…