OneDigital
Client Executive
Chicago, IL (Rosemont)
Sponsorship not specifiedDetected 23 days ago
CRMSalesAccount ManagementPipeline ManagementExcelLeadershipCommunicationCollaborationMicrosoft Office
About the role
- Most of our clients have built their companies from the ground up.
- We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected.
- This gives our clients the ability to focus on what's most important to them and their employees: doing their best work and living their best lives.
Responsibilities
- Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other thought leadership opportunities
- Manage sales pipeline and sales activities via Microsoft CRM
- Establish vendor relationships and develop referral sources
Requirements
- 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
- Must be self-motivated and disciplined
- Must be highly skilled in use of Microsoft Office;
- 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.
- Experience in broker agency or P&C firm, required
- Current appropriate insurance license, required
- 7+ years' of sales and/or P&C experience, preferred; 5+ required
- Bachelor's Degree, preferred
Nice to have
- Experience with customer relationship management (CRM) software program, preferred
- 7+ years' of sales and/or P&C experience, preferred
- Experience selling to C-Suite, strongly preferred
Skills
- Effective communication, listening, collaboration and strategic selling skills are critical to success.
Compensation
- Identify, prospect, and close new business via referrals, networking sources, and organic prospect meetings to meet quarterly and annual revenue goals
- Foster and manage overall relationship with clients to ensure high client satisfaction and annual retention goals
Benefits
- We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.
Equal opportunity
- equal opportunity employer.
- A copy of the Federal EEO poster is linked here.
Visa & Work Authorization
- If you have concerns about our use of AI, you may opt out where laws allow.
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This listing is sourced directly from OneDigital's careers page and normalized into a canonical job model.