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Senior Client Executive - Employee Benefits

Greene Resources Philadelphia, PA (Onsite) Full-Time
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Job Number: 46282

Senior Client Executive - Employee Benefits

Job Description:

Our client is seeking a Senior Client Executive to join their Employee Benefits team! The Senior 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 SCE 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. This position supports the PA, NJ, and DE markets.


  • Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings to meet quarterly and annual revenue goals

  • Find and develop personal leads

  • 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

  • Participate in weekly SCE accountability call

  • Participate in general Sales Strategy/OD Solutions/ Carrier Solution meetings

  • Practice presentations of OD solutions to internal teams: including internal/external sales training

  • Adhere to D365 process for CRM/Pipeline

  • Know your book, pipeline, lost cases, etc.

  • Work closely with Senior Business Development Associates on their leads

  • Responsible to be lead consultant on existing book of 25+ enrolled lives

  • Work with assigned account manager or senior account manager for each client over 25+ enrolled

  • 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

  • Participate in BCA, strategic networking events

  • 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 impacting employer sponsored health and welfare plans such as HIPAA, ERISA, Tax Code SEC 125, PPACA and state sponsored health insurance exchanges

Education Requirements:

  • Bachelors Degree, preferred

Desired Background/Skills:

  • Experience in broker agency or benefit administration firm, required

  • 15+ years of sales and/or employee benefits experience, preferred; 12+ required

  • Experience selling to C-Suite, strongly preferred

  • Current life and health insurance license, required

  • Must be up to date and knowledgeable on Health Care Reform and health and ancillary insurance products

  • Must have a practical knowledge of quoting process and tools

  • Must be proficient in Microsoft Excel and familiar with database applications

  • 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.


    Other Information:

      Greene Resources is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Philadelphia, PA (Onsite)

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Not Specified

Date Posted


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