Account Executive - Remote (Dallas/Houston)

Digital Insurance LLC; Texas; Hybrid; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health benefits

Wellbeing programs

Retirement plan

Job summary

OneDigital is seeking a detail‑oriented professional to support RFP/quoting, manage client and carrier pipelines, and help with revenue tracking. You will develop client materials, coordinate with brokers, and assist with vendor relationships across the U.S. market.

The role requires a bachelor’s degree (preferred), Excel proficiency, and a life/health license. We offer competitive pay, benefits, and a strong commitment to inclusion.

Qualifications

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

Responsibilities

• Support RFP/quoting process and pipeline with carriers and clients.
• Prioritize RFP pipeline with broker clients and schedule pre-renewal calls.
• Create content for meetings, client training, and analytics reporting.
• Track and reconcile book of business revenue with consultants.
• Provide administrative support including travel and expense reports.
• Support carrier relationships and onboarding of new clients.

Skills

C-suite communication

Attention to detail

Self-motivated

Written and verbal communication

Organizational skills

Workload management

Fast-paced environment

Education

Bachelor’s degree preferred

Quoting process/tools knowledge

Excel proficiency

Valid life and health insurance license

Tools

Excel

Database applications

Job description

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, required

The 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 Francisco City of Los Angeles County 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!

OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day.

We arein the people business.

We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US.

Learn More At OneDigital, our promise is to help you do your best work and live your best life.

Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.”

We set the bar high and the pace fast.

We value growth and learning and always make time to celebrate our successes.

We have each other's back and usewords like love and family in the same sentence with achievement and accountability.

Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities.

We call this \"walking the talk\", and it’s why we offerthe same total-wellbeingbenefits to our people as we do our clients.

It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members.

Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn