Client Executive

POSITION SUMMARY

The Client Executive 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. Collect information from prospective accounts to support collective intelligence. 
• Meets all product and selling skills training requirements. 
• Processes receipt and prepare 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. 
• Help 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.

EDUCATION

• Bachelor’s degree or equivalent work experience required.

EXPERIENCE AND SKILLS

• At least 5 years of progressive and successful sales experience in health benefits are required. 
• Intermediate experience with Word, Excel, Outlook, and PowerPoint.
• Experience working with brokers required.
• Experience with self-funded plans required.

POSITION COMPETENCIES

• Accountability
• Business Acumen
• Communication
• Customer Relationship Management
• Influencing and Persuasion
• Negotiation
• Results Orientation

CERTIFICATES AND LICENSES

• Producer's license preferred. 

PHYSICAL DEMANDS

• This is a standard desk role requiring extended periods of sitting and computer work.

WORK ENVIROMENT

• Remote

Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Compensation is not limited to base salary.  Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life and Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.

Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time.  All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process.  It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.