Account Executive - Remote (Northeast)

Digital Insurance LLC; United States; Remote; USD 200,000 - 230,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Learning & development programs

Employee perks and discounts

Job summary

Centro Benefits Research is seeking a proactive professional to support RFP/quoting, manage agency pipelines, and develop client/carrier content. You’ll coordinate with brokers, executives, and consultants to streamline quotes and negotiations.

Ideal candidates bring Excel proficiency, licensing, and strong communication skills to drive revenue tracking and administrative tasks across a nationwide team.

Qualifications

• Must have practical knowledge of quoting process and tools.
• Proficient in Microsoft Excel and familiar with database applications.
• Valid life and health insurance license required.

Responsibilities

• RFP/Quoting support: secure missing info from clients and carriers.
• Manage agency RFP pipeline and schedule pre-renewal calls.
• Develop content for client meetings and carrier partnerships.
• Track and reconcile book of business revenue.
• Provide administrative support and carrier relationship assistance.

Skills

Influence executives

Attention to detail

Self-motivated

Written & verbal communication

Organizational skills

Workload management

Thrive in fast-paced env

Education

Bachelor's Degree

Life & Health insurance license

Tools

Microsoft Excel

Database applications

Job description

Essential Duties and Responsibilities

• 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

Compensation

Estimated base pay for this role nationwide is $200,000 per year and eligible for bonus. 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.

Benefits

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.

Working at Centro

Centro Benefits Research is an employee benefits service organization which provides research, analysis, and process facilitation for employee benefits consultants and insurance carriers. Our mission is to bring modern technology to a legacy insurance process and help all stakeholders work more efficiently for the benefits of millions of working Americans depending on building their financial security through benefits offered at work. Working at Centro: To be the best at what we do, we must practice what we preach. We strive to attract and develop the best and brightest people who bring relentless enthusiasm and fresh thinking every day. We are committed to creating an environment where our people bring their whole selves to work, where diverse perspectives are encouraged, and where every person feels respected. When we take care of our people, we are taking care of our customers and the communities we serve.