Job Title: Client Executive - Benefits
Location: Seattle, WA
Job Type: Full-Time
Compensation: $100,000 - $175,000 base salary, with eligibility for variable compensation, commission, and/or annual bonus based on performance.
Job Summary:
As a Client Executive (Producer), you will play a pivotal role in developing new business opportunities, closing sales, and strategically managing and retaining a book of business. This role requires a dynamic, self-motivated professional with a strong background in employee benefits, a proven track record in sales, and the ability to build and maintain strong client relationships at the C-suite level.
You will work closely with the marketing team to identify and cultivate leads, as well as collaborate with client management and service teams to ensure exceptional service delivery and client retention. Effective communication, strategic selling, and strong leadership skills are essential for success in this role.
Key Responsibilities:
- Business Development: Identify, prospect, and close new business through referrals, networking, and prospect meetings to meet quarterly and annual revenue goals.
- Collaboration: Work closely with the marketing team to strategically nurture and cultivate prospects, and with account managers to identify and target new business markets.
- Client Relationship Management: Build rapport and business relationships through face-to-face meetings, phone calls, social media, and thought leadership opportunities. Foster and manage client relationships to ensure high satisfaction and achieve annual retention goals.
- Strategic Selling: Educate prospects on business trends, compliance issues, product evolution, and the company’s value proposition. Communicate multi-year strategies to clients and oversee client wellness program strategies.
- Sales Pipeline Management: Manage the sales pipeline and activities using CRM software, ensuring all sales goals and targets are met or exceeded.
- Service Delivery: Oversee overall service delivery, including pre-renewal strategy, renewal, open enrollment, and post-renewal follow-up. Work with internal service teams to ensure client needs are met effectively.
- Contract Negotiation: Negotiate client contracts with carriers, ensuring favorable terms and compliance with relevant legislation and regulations.
- Compliance: Remain fully knowledgeable on compliance issues governed by legislation and regulations impacting employer-sponsored health and welfare plans, such as HIPAA, ERISA, PPACA, and state-sponsored health insurance exchanges.
Qualifications:
- Experience: Minimum of 5 years (7+ years preferred) in sales or employee benefits, with experience in a broker agency or benefit administration firm.
- Education: Bachelor’s degree preferred.
- Licensing: Current life and health insurance license required.
- Technical Skills: Proficiency in Microsoft Office and CRM software (Microsoft CRM preferred). Must be highly skilled in using Microsoft Excel and familiar with database applications.
- Communication: Excellent verbal and written communication skills, with the ability to influence and effectively interact with C-suite clients.
- Leadership: Strong leadership skills with the ability to work at a senior strategic level.
- Self-Motivation: Must be self-motivated, disciplined, and able to thrive in a fast-paced environment while meeting or exceeding sales and retention goals.
- Organizational Skills: Must be organized and detail-oriented, with the ability to meet deadlines and work well in a team setting.
What We Offer:
- Competitive base salary with the potential for additional variable compensation, commissions, and annual bonuses.
- Health, wellbeing, retirement, and other financial benefits.
- Paid time off and overtime pay for non-exempt employees.
- Robust learning and development programs.
- Reimbursement of job-related expenses.
- Access to employee perks and discounts.
Prime Team Partners is an equal opportunity employer. Prime Team Partners does not discriminate on the basis of race, color, religion, national origin, pregnancy status, gender, age, marital status, disability, medical condition, sexual orientation, or any other characteristics protected by applicable state or federal civil rights laws. For contract positions, hired candidates will be employed by Prime Team for the duration of the contract period and be eligible for our company benefits. Benefits include medical, dental and vision. Employees are covered at 75%. We offer a 401K after 6 months, we do not provide paid holidays or PTO, sick time is offered in accordance with local laws.
