Account Executive - Remote (OH & KY)

Centro Benefits Research, LLC; United States; Remote; USD 180,000 - 200,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning and development programs

Job summary

Centro Benefits Research, LLC is expanding its team in the United States as we scale our services for carriers and clients. The role focuses on supporting RFP and quoting processes, managing broker pipelines, and developing client- and carrier-facing content.

You will assist with revenue tracking, onboarding, and carrier relationships in a fast-paced, people-first culture. The ideal candidate holds a Bachelor’s Degree (license preferred) and is proficient in Excel with familiarity in database

Qualifications

• 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.

Responsibilities

• Support RFP/quoting process and pipeline management, securing missing info and guiding analysts.
• Coordinate pre-renewal calls with producer, AE, and Centro Consultant for strategy or negotiations.
• Develop client and carrier meeting content, including stewardship presentations and analytics.
• Assist with revenue tracking and reconciliation for the book of business.
• Provide administrative support such as travel, expense reports, and event coordination.
• Assist in managing carrier relationships and onboarding new clients.
• Offer small-market consulting and migration assistance as needed.

Skills

Executive communication

Attention to detail

Self-motivated and disciplined

Written and verbal communication

Organizational skills

Workload management

Ability to thrive in fast-paced env.

Education

Bachelor’s Degree

Life and health insurance license

Tools

Microsoft Excel

Database applications

Quoting tools

Job description

Does 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, 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.