Benefit Services Client Executive

Job Description

Benefit Services Client Executive

P2

Summary/objective

The Benefit Services Client Executive is responsible for building and maintaining relationships with isolved's diverse client base. You add value to the isolved experience by sharing relevant industry news, asking insightful questions and offering FSA/HSA/COBRA solutions that save your clients' time, money and frustration. As a trusted advisor, you actively contribute to the company's sales success in a professionally deliberate and quantifiable manner.

Core Job Duties

• Develop a thorough understanding of isolved's benefits offerings.

• Proactively assess, clarify and validate your clients' needs by consistently completing activity metrics.

• Perform as an advisor and consultant to our clients in regards to their FSA/HSA/COBRA needs.

• Communicate the benefits of our HCM software in an engaging, easy-to-understand manner.

• Upsell clients while maintaining the feelings of goodwill that create clients for life.

• Collaborate with support/operations to ensure clients have a great experience.

Job Complexity

Applies acquired job skills and company policies and procedures to complete assigned tasks.

Interaction

Works on assignments that are semi- routine in nature but recognizes the need for occasional deviation from accepted practice.

Supervision

Normally follows established procedures on routine work, requires instructions only on new assignments. Work may be spot- checked in progress and upon completion.

Experience

Typically requires a minimum of 1 - 3 years of related experience.

Minimum Qualifications

• 5+ years of inside sales experience with a company dedicated to software or PEO

• Outreach experience

• Robust HCM experience

• A drive to learn and continually improve sales, business and interpersonal skills

Additional Preferred Qualifications

Physical Demands

Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds. 

Travel Required

Yes, up to 15% domestic travel may be required.

Work Authorization

Employee must be legally authorized to work in the United States.

FLSA Classification

Exempt

Location

Charlotte Preferred / Remote

Internal Job Title

Benefit Services Client Executive

Effective Date

09/2024

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are. Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

Current Openings for Direct Account Manager FSA / HSA / COBRA Jobs at isolved

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