Insurance Account Executive

At Pluxee, we shape the world of employee benefits and engagement by bringing to life a personalized and sustainable employee experience, at work and beyond.

Permanent Regular

Job Description

The Insurance Account Executive – Mid Accounts is responsible for acquiring new clients by targeting mid-sized companies and positioning Pluxee’s digital, SaaS-based solutions as essential tools for improving employee engagement, retention, and satisfaction. This role plays a strategic part in growing the customer base by conducting consultative sales, engaging decision-makers, and converting leads into long-term clients.

Insurance Account Executive

OUR NEXT CHALLENGE

1. Prospecting & Pipeline Development

• Identify and qualify new business opportunities across mid-sized and small companies, combining direct prospecting with leads generated by Pluxee’s sales and account management teams.
• Conduct structured outreach and discovery activities to engage prospective clients.
• Maintain a healthy and accurately documented pipeline using Salesforce.

2. Consultative Sales Execution

• Conduct discovery meetings to understand clients’ employee benefits needs, with a focus on insurance solutions within Pluxee’s integrated offering.
• Coordinate quotations with insurance partners and internal specialists, and prepare clear, tailored commercial proposals.
• Present recommendations, handle objections and navigate complex decision-making structures.
• Own individual sales and conversion targets.

3. Negotiation & Deal Closure

• Collaborate with internal stakeholders and external partners to structure competitive offers.
• Lead negotiations and manage the sales process through to signature.
• Ensure a smooth handover to the teams responsible for onboarding and ongoing client management.

4. Commercial Collaboration

• Work closely with Pluxee’s sales and account management teams to identify opportunities within new and existing accounts.
• Support colleagues through commercial training, joint client meetings and practical guidance to help them identify needs and introduce relevant solutions.
• Coordinate with partners and internal teams to keep opportunities moving and deliver timely proposals.

Education

Bachelor’s degree in Business, Sales, Economics or a related discipline.

Work Experience

• A proven track record in B2B consultative sales, from opportunity qualification through to negotiation and closure.
• Experience managing multiple stakeholders and building relationships with HR, Finance or other corporate decision-makers.
• A background in insurance (at least 5 years), employee benefits or financial services would be particularly valuable, alongside the ability to learn new solutions quickly.

Skills & Certifications

• Strong consultative selling, negotiation and communication skills.
• Commercial drive, autonomy and a clear focus on results.
• Ability to translate complex solutions into clear client benefits and compelling proposals.
• Experience using CRM tools for pipeline and opportunity management; Salesforce knowledge is preferred.
• Strong organisational skills and the ability to manage several opportunities simultaneously.
• Confidence working with internal sales teams and external partners.
• Proficiency in Microsoft 365 tools.

Languages

Fluency in Spanish and professional proficiency in English are required.

Working Conditions

• Hybrid working environment in line with local policies.
• Collaboration with local business teams, external partners and relevant international stakeholders.
• Occasional travel depending on business needs.

Competencies

• Prospecting & Opportunity Qualification
• Consultative Selling
• Pipeline & Forecast Management
• Employee Benefits Solution Selling
• Stakeholder & Partner Management
• Negotiation & Closing

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