Account Executive – Growth & Client Solutions

OneDigital; Texas; Remote; USD 48,000 - 72,000; Full time

Job summary

OneDigital is hiring for a role supporting RFP/Quoting processes and managing carrier relationships. The position involves content development for client and carrier meetings, broker coordination, and administrative support for consultants.

Candidates should have a Bachelor’s Degree and a valid life/health insurance license, with proficiency in Excel and database applications. Local travel may be required as part of role.

Qualifications

• Bachelor’s Degree, preferred
• Must be proficient in Microsoft Excel and familiar with database applications
• Valid life and health insurance license, required

Responsibilities

• RFP/Quoting process support and pipeline management with carriers and clients
• Agency pipeline management with broker clients and pre-renewal calls coordination
• Content development for client and carrier meetings, including stewardship presentations and carrier analytics
• Administrative support for Consultants, including travel arrangements and expense reports
• Assist with management of carrier relationships
• Provide small-market consulting and migration assistance as appropriate
• Ability to manage one’s workload

Skills

Excel proficiency

Workload management

Education

Bachelor’s Degree

Life & Health Insurance license

Tools

Microsoft Excel

Job description

OneDigital is hiring for a role supporting RFP/Quoting processes and managing carrier relationships. The position involves content development for client and carrier meetings, broker coordination, and administrative support for consultants.

Candidates should have a Bachelor’s Degree and a valid life/health insurance license, with proficiency in Excel and database applications. Local travel may be required as part of role.