The Client Solutions Executive is a key member of the National Sales team, responsible for driving strategic retention and growth across nationwide accounts and managing high-value client relationships. This role focuses on delivering innovative health insurance solutions to large, complex accounts, ensuring alignment with client needs and organizational objectives. The ideal candidate combines deep industry knowledge with exceptional sales acumen to achieve revenue and retention goals.
Responsibilities
• Develop and implement sales strategies to retain and grow large complex, multi-state accounts and achieve revenue targets.
• Lead complex renewal negotiations ensuring competitive and compliant offerings for large employers, consultants, and strategic partners.
• Drive growth through consultative selling and solution-based approaches.
• Serve as a trusted advisor to national accounts, providing consultative guidance on health insurance offerings.
• Build and maintain strong relationships with C-suite executives, benefits leaders, consultants, and key stakeholders.
• Conduct strategic business reviews and deliver insights to optimize client outcomes.
• Ensure seamless onboarding and delivery of services across multiple regions.
• Identify opportunities for upselling and cross-selling additional products and services.
• Partner with internal teams (Underwriting, Product Development, Compliance, and Operations) to design tailored solutions that meet evolving client needs.
• Coordinate across teams to ensure consistent service delivery.
• Monitor industry trends, regulatory changes, and competitive dynamics at a national level.
• Maintain accurate pipeline and performance reporting using CRM tools.
• Track retention metrics, renewal rates, and client satisfaction scores.
• Provide insights and recommendations based on client feedback and market trends.
Qualifications:
• Bachelor's degree in Business, Marketing, Healthcare Administration, related field or equivalent work experience.
• 5+ years in health insurance sales, with at least 3 years in national or enterprise-level accounts.
• Proven success in managing large complex accounts and achieving sales goals.
• Exceptional consultative selling and negotiation skills.
• Strong strategic thinking and problem-solving abilities.
• Excellent communication and presentation skills for executive-level audiences.
• Strong ability to analyze data and develop actionable strategies.
• Deep knowledge of health insurance products, compliance requirements, and market trends.
• Proficiency in CRM systems and Microsoft Office Suite.
• Candidates must possess active PA State Accident & Health license or obtain within 60 days of hire into position.
• Candidates must have a valid driver's license and access to a reliable car.
• Position requires extensive local and national travel.
Key Competencies
• Strategic and results-driven mindset.
• Ability to influence and build consensus across diverse stakeholders.
• Strong analytical skills.
• High level of professionalism and integrity.
• Comfortable working in a fast-paced, national sales environment.
Independence has implemented a "Hybrid" model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the "Hybrid" model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey or Pennsylvania.
IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.
Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.