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Client Executive
Chicago, IL
Job Description
CLIENT EXECUTIVE
POSITION SUMMARY
The Client Executive candidate is a goal oriented, driven, team player with a willingness and desire to sell new business.
ESSENTIAL FUNCTIONS
- Cultivates strong, productive, and influential relationships with brokers/consultants driving new business growth.
- Effectively position Allied's unique value proposition within the target market.
- Manage complex negotiations; positions products, rate levels and expanded product portfolios to increase sales and maximize revenue.
- As the book of business matures, the executive must manage the renewal processes. Collaborates with account management and underwriting for renewals on assigned book of business.
- Provides effective presentations to Allied Benefit Systems constituents.
- Educates key constituents on Allied Benefit Systems capabilities and effectively positions the value of Allied Benefit Systems solutions in the marketplace.
- Position's products, rates, and stop loss and expanded product portfolios to increase sales and maximize revenue.
- Develops and executes sales and growth strategy for products in assigned territory and book of business.
- Assists in training activity as needed.
- Represents Allied at civic and business functions to promote the image of the company. Collects information from prospective accounts to support collective intelligence.
- Meets all product and selling skills training requirements.
- Processes receipt and prepares Requests for Proposals (RFPs) to send to underwriting and stop loss vendors.
- Performs routine operational tasks associated with evaluating an RFP (e.g., disruption).
- Client Facing: Provides support during open enrollments. Is capable of independently conducting open enrollment presentations and effectively disposition of member issues.
- Provides routine account service.
- Helps resolve routine problems (i.e., underwriting, reporting, billing, employer and member concerns, etc.) by working with the appropriate departments and the Account Manager to ensure resolution.
- Other duties as assigned.
SKILLS & ABILITIES
- Intermediate experience with Word, Excel, Outlook, and PowerPoint
COMPETENCIES
- Accountability
- Communication
- Action Oriented
- Timely Decision Making
- Building Relationships/Shaping Culture
- Customer Focus
EXPERIENCE
- At least 10 years of progressive and successful sales experience in health benefits required.
- Experience working with brokers required
- Experience with self-funded plans required
EDUCATION
- Bachelor's degree or equivalent work experience required
CERTIFICATES & LICENSES
- Producer's license preferred.
PHYSICAL DEMANDS
- Computer work, long periods of sitting
WORK ENVIROMENT
- Remote
Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
10+ years
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