Role Description
The Client Executive is a goal-oriented, driven, team player with a willingness and desire to sell new business.
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Cultivates strong, productive, and influential relationships with brokers/consultants driving new business growth.
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Effectively positions Alliedβs unique value proposition within the target market.
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Manages complex negotiations; positions products, rate levels, and expanded product portfolios to increase sales and maximize revenue.
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Manages the renewal processes as the book of business matures, collaborating with account management and underwriting.
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Provides effective presentations to Allied Benefit Systems constituents.
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Educates key constituents on Allied Benefit Systems capabilities and positions the value of solutions in the marketplace.
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Develops and executes sales and growth strategy for products in assigned territory and book of business.
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Assists in training activity as needed.
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Represents Allied at civic and business functions to promote the image of the company.
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Meets all product and selling skills training requirements.
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Processes receipt and prepares Requests for Proposals (RFPs) to send to underwriting and stop loss vendors.
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Performs routine operational tasks associated with evaluating an RFP (e.g., disruption).
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Client Facing: Provides support during open enrollments and conducts open enrollment presentations.
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Provides routine account service.
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Helps resolve routine problems (i.e., underwriting, reporting, billing, employer and member concerns) by working with appropriate departments.
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Other duties as assigned.
Qualifications
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Bachelorβs degree or equivalent work experience required.
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At least 5 years of progressive and successful sales experience in health benefits are required.
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Intermediate experience with Word, Excel, Outlook, and PowerPoint.
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Experience working with brokers required.
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Experience with self-funded plans required.
Requirements
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Producer's license preferred.
Benefits
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Medical, Dental, Vision, Life and Disability Insurance.
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Generous Paid Time Off.
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Tuition Reimbursement.
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EAP.
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Technology Stipend.
Physical Demands
This is a standard desk role requiring extended periods of sitting and computer work.
Work Environment
Remote