Account Executive - Remote (Southern California)

Centro Benefits Research; United States; Teletrabalho; USD 180 000 - 220 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Retirement plan

Paid time off

Learning and development programs

Resumo da oferta

Centro Benefits Research, LLC seeks an Account Executive to partner with Regional Consultants to drive revenue growth and improve operational efficiencies on a growing client book. The role focuses on quoting, pipeline management, content development, and carrier relationships.

You will support RFP processes, manage client and broker pipelines, and assist with onboarding and client migrations, contributing to a high-performance, people-first culture.

Qualificações

• Bachelor's degree preferred; practical knowledge of quoting process and tools required.
• Proficient in Microsoft Excel and familiar with database applications.
• Life and health insurance license is required.

Responsabilidades

• RFP/Quoting process support and pipeline management with carriers and clients.
• Agency pipeline management and scheduling of pre-renewal calls.
• Content development for client and carrier meetings, including stewardship presentations.
• Revenue tracking and reconciliation for the book of business.
• Administrative support and coordination of travel, expenses and events.
• Assist with management of carrier relationships and onboarding of new clients.

Conhecimentos

Influence at C-suite level

Attention to detail

Self-motivated

Written and verbal communication

Organizational skills

Workload management

Thrives in fast-paced environment

Formação académica

Bachelor's Degree

Life and health insurance license

Ferramentas

Microsoft Excel

Database applications

Quoting tools

Descrição da oferta de emprego

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.

The Account Executive will partner with the Regional Consultant to support revenue growth and operational efficiencies on the Consultant's book of business.

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

Estimated base pay for this position nationwide is $200,000 per year and is 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. 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

Thank you for your interest in joining the team!