National Strategic Account Executive - Downers Grove, IL
| Position Type: | Full-Time Regular |
| Requisition Number: | 500374 |
| Apply Now: | Email us about this position |
Basic Function:
This position is responsible for providing the high-level consultative and strategic oversight for existing accounts of 3,000 lives or greater. Cultivates relationships, identifies sales opportunities and services accounts to expand the business and meet corporate and sales/renewal objectives.
Essential Job Functions:
- Responsible for establishing and maintaining relationship with the account.
- Identify customer insurance needs, service needs, and successfully meet those needs.
- Acts as point of contact for strategic issues/concerns and serves as liaison between the company and other principles in resolving inquiries regarding all issues of concern.
- Proactively seeks out client needs and performs consultative problem solving to address those needs.
- Responsible for ensuring customer satisfaction with account management.
- Lead long-range account management planning process and review with internal and external customers.
- Serve as a liaison between FDL subject matter experts and the account, ensuring consistent value add of delivery.
- Work with other internal FDL teams to demonstrate our capabilities to clients before the bid is accepted.
- Participate in RFI/RFP request on behalf of existing FDL Clients, Consultants, and Brokers.
- Participate in the Finalist meeting with the prospective Client, Consultant and the Sales Executive.
- Responsible for the formal implementation kick off meeting for clients and participating departments.
- Manage external activities and resources in partnership with consultant, vendors and brokers on behalf of he client.
- Manage FDL/Client relationship during the Implementation.
- Responsible for negotiating, completing and securing signatures on client documents. Coordinate contract drafting, review, and approval and execution process.
- Proactively provides FDL generated research reports based on customer and industry experiences, and leading practices and benchmarks.
- Educate employees/members on the products and services FDL provides.
- Participate in enrollment meetings.
- Create annual business plans for accounts and deliver quarterly updates to the client regarding administrative performance guarantees and performance of the plan.
Position Requirements:
- Bachelor degree and 4 years experience in account management or insurance sales OR 8 years experience in Account Management or insurance sales
- Holds or will obtain state life insurance license within three months of hire
- Experience presenting in front of a large audience and developing presentation materials
- Experience building customer relationships
- Clear and concise verbal and written communication skills
- In-depth industry knowledge
- Decision-making skills
- Knowledge of marketing (related to account management) and management techniques
- Sales negotiation skills
- Project management skills
- Consensus building and conflict management skills
- PC proficiency to include MS Office products
- Ability to travel
Preferred Job Requirements:
- Experience with underwriting processes (pricing, rating and financial impact)
- Group insurance product knowledge (life, disability and dental)
Fort Dearborn Life Insurance Company is an Equal Opportunity Employer M/F/D/V.