Account Executive - Remote (Dallas/Houston)

Centro Benefits Research, LLC; Dallas, Northern (TX, KY); Hybride; USD 180 000 - 200 000; Plein temps

Résumé du poste

Centro Benefits Research, LLC seeks an Account Executive to support RFP/quoting processes, manage agency pipelines, and assist with client onboarding. The role emphasizes coordination with carriers, producers, and Centro consultants to craft marketing strategies and inforce negotiations.

You will develop client and carrier presentations, track revenue, and handle administrative tasks. A life/health license and Excel/database proficiency are required, with a preference for a Bachelor's degree.

Qualifications

• Bachelor’s Degree preferred.
• Experience with the quoting process and tools.
• Valid life and health insurance license required.

Responsabilités

• RFP/Quoting process support and pipeline management with carriers and clients.
• Agency pipeline management and scheduling pre-renewal calls.
• Content development for client and carrier meetings and analytics.
• Revenue tracking and reconciliation of book of business.
• Administrative support including travel arrangements and expense reports.
• Assist with management of carrier relationships.
• Assist with onboarding new clients with Centro onboarding team.
• Provide small-market consulting and migration assistance.

Connaissances

C-suite interaction

Attention to detail

Self-motivation

Communication skills

Organizational skills

Time management

Adaptability

Formation

Bachelor’s degree (preferred)

Life and health insurance license

Outils

Excel

Database applications

Description du poste

## Account Executive - Remote (Dallas/Houston)Apply: Remote-California: Full time: Posted Today: R9521Does your current company inspire you to build, grow, and innovate? Is your passion for making lasting and meaningful change being realized? The tremendous growth in our business and increasing demand for our services means we are expanding our team in exciting ways. We have the heart of a startup and the backing of an industry leader. This means a unique career opportunity for low-ego professionals looking for a people-first, culture rich work family with which to change the world. **Essential Duties and Responsibilities (include but are not limited to):*** RFP/Quoting process support and pipeline management – Work with the RFP/Quote team to support the flow of RFP work with carriers and clients by securing missing information from clients and carriers, responding to analyst inquiries around the quoting process, and providing analysts with case level guidance, when appropriate* Agency pipeline management – Work with broker clients to prioritize RFP pipeline, communicate RFP status and delivery dates. Scheduling of pre-renewal calls with the producer, account executive, and Centro Consultant where appropriate to craft marketing strategy or inforce negotiations* Content development - for client and carrier partner meetings, including stewardship presentations, client training, carrier bonus tracking, etc. This will include external outreach to carriers to secure analytics and reporting* Revenue Tracking and Reconciliation – assist Consultant with tracking and reconciliation of book of business revenue* Administrative Support – Support Consultant with administrative tasks, including coordinating travel arrangements, filing expense reports, coordination of client and carrier entertainment events and appreciation activities etc.* Assist with management of carrier relationships* Assist with new client onboarding, in conjunction with Centro onboarding team* Provide small-market (U100 life size segment) consulting and migration assistance, when appropriate**Qualifications, Skills and Requirements:*** Ability to influence and effectively interact with members of the C-suite* Strong attention to detail* Must be self-motivated and disciplined* Excellent written and verbal communication skills* Strong organizational skills* Ability to manage one's workload* Ability to thrive in fast-paced environment**Education, Training and Experience:*** Bachelor’s Degree, preferred* Must have a practical knowledge of quoting process and tools* Must be proficient in Microsoft Excel and familiar with database applications* Valid life and health insurance license, requiredThe typical base pay range for this role nationwide is $180,000 to $200,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers Thank you for your interest in joining the team!