Account Executive - Remote (Dallas/Houston)

OneDigital Investment Advisors LLC; Texas; Remote; USD 180.000 - 200.000; Vollzeit

Benefits dieser Stelle

Health benefits

Retirement plan

Paid time off

Learning and development programs

Employee perks and discounts

Zusammenfassung

OneDigital Investment Advisors LLC is seeking a highly organized, results-driven professional to support RFP processes, manage broker client pipelines, and develop compelling client-facing content. You will help track revenue, coordinate administrative tasks, and assist with carrier relationships while onboarding new clients.

You will collaborate with senior leaders to craft strategy, ensure accurate analytics, and thrive in a fast-paced environment.

Qualifikationen

• Bachelor’s Degree preferred.
• Practical knowledge of quoting process and tools.
• Proficient in Microsoft Excel and familiar with database applications.
• Valid life and health insurance license required.

Aufgaben

• RFP/Quoting process support and pipeline management – secure missing information from clients and carriers, respond to analyst inquiries, guide analysts.
• Agency pipeline management – prioritize RFP pipeline, communicate status and delivery dates, schedule pre-renewal calls to craft strategy.
• Content development for client meetings and carrier partner engagements, including stewardship presentations and training.
• Revenue tracking and reconciliation – assist with tracking and reconciliation of book of business revenue.
• Administrative support – coordinate travel, expense reports, events, and other tasks for the consultant team.
• Assist with management of carrier relationships and onboarding of new clients with Centro onboarding team.
• Provide small-market consulting and migration assistance as appropriate.

Kenntnisse

C-suite interaction

Attention to detail

Self-motivation

Written and verbal communication

Organization

Workload management

Thrives in pace

Ausbildung

Bachelor’s Degree

Tools

Microsoft Excel

Database applications

Jobbeschreibung

*Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.* *We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. 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. Your best life awaits.* 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.Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter. **Our Newest Opportunity:****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 OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. 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”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San FranciscoCity of Los AngelesCounty of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.Thank you for your interest in joining the OneDigital team!