Client Executive - Remote

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injur ...

Job description

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what's most important to them and their employees: doing their best work and living their best lives.

If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.

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. 

Essential Duties and Responsibilities (include but are not limited to):

• 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

Qualifications, Skills and 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.

Education, Training and Experience:

• Experience in broker agency or P&C firm, required
• 7+ years' of sales and/or P&C experience, preferred; 5+ required
• Experience selling to C-Suite, strongly preferred
• Current appropriate insurance license, required
• Bachelor's Degree, preferred
• Must have a practical knowledge of quoting process and tools
• Must be 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. 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:

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team