Client ExecutiveCorestream
Job Summary
Client Executive
Remote / Benefit Sales / Full-Time
Corestream is seeking a Client Executive to own the overall client-facing relationship with a book of enterprise-level customers. You will be the client's go-to Corestream contact for ongoing account strategy and growth through adding new products and driving user engagement, as well as managing support issues and providing comprehensive reporting.
You will serve as a strategic partner to clients by sharing industry knowledge and trends while also providing recommendations on additional products, services, and strategy to help them create a top tier benefits program. You will also actively triage issues to bring them quickly to resolution, leveraging Corestream' s internal support teams, as well as our broker and provider partners. Your primary business tools will be Microsoft Office, Salesforce, Power BI and more.
Prior experience in the Employee Benefits space is an added plus, but if you are a driven, scrapy, customer-centric individual with a growth mindset, read on.
Location
Corestream is headquartered in Tampa, FL, but this is a remote opportunity!
Responsibilities:
- Manage the day-to-day aspects of our existing client relationships including ongoing strategy conversations, adding new products to the platform, and increasing user engagement, as well as triaging issues and providing/analyzing reports for clients
- Work closely with external partners including carriers/providers, brokers, and technology partners to ensure white-glove client experience
- Manage Client and Broker escalations, leveraging Customer Care and Client Operations teams as needed to resolve all issues
- Serve as the main communication liaison between the Client and internal Corestream stakeholders Assist clients in open enrollment planning, as well as benefit fairs coordination and attendance
- Account planning is critical, including thinking strategically about each account, determining where the areas for growth are, and executing on these initiatives
Recipe for Success:
- 3-5 years' experience in an account management or client sales role, managing and/or selling into a sizeable book of business
- Prior experience in a role that prioritizes sales, account growth, cross-functional team collaboration & white-glove client support
- A self-starting attitude with sales chops and the ability to identify and act on opportunities and manage them through the sales, implementation, and launch processes
- Ability to form strong relationships with clients while maintaining a positive attitude with all stakeholders (clients, vendors, peers) even in difficult situations
- Balancing attention to detail with swift execution when triaging issues
- Proficiency with multiple tools (including Salesforce, PowerBI, Excel and other Microsoft Office tools) in addition to leveraging AI to reduce administrative tasks and improve productivity output
- Willingness to travel for face-to-face client meetings and benefit fairs
Cherries on Top
- Experience with employee benefits (voluntary benefits would be a double cherry! )
- Experience at a technology company (benefits technology would also be a double cherry!)
Corestream helps employers offer voluntary benefits without the burden. Our technology serves some of the nation's largest companies and, through leading payroll partners, a growing number of small and mid-sized businesses. We're an established company with a startup spirit, where good ideas can come from anyone and people are trusted to own their work. You'll work alongside smart, down-to-earth people who share knowledge freely and make room for you to grow. We offer competitive compensation and a benefits package that reflects how much we value our people.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
