Account Executive - Remote (Dallas/Houston)

OneDigital; Texas; À distance; USD 48 000 - 72 000; Plein temps

Résumé du poste

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

Responsabilités

• 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

Connaissances

Excel proficiency

Workload management

Formation

Bachelor’s Degree

Life & Health Insurance license

Outils

Microsoft Excel

Description du poste

At OneDigital, we are on a mission to help people do their best work and live their best lives. Well, here’s the good news. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Must be eligible to work in the United States without the need for work visa or residency sponsorship.

We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership.

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

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

Provide small-market (U100 life size segment) consulting and migration assistance, when appropriate

Ability to manage one's workload

Education, Training and Experience:

Bachelor’s Degree, preferred

Must be proficient in Microsoft Excel and familiar with database applications

Valid life and health insurance license, required

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.

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment.

This posting will remain live while OneDigital is actively accepting applications.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application.