Growth-Focused Insurance Account Executive

OneDigital; 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

OneDigital is hiring for a role that partners with our RFP/Quote team to streamline the quoting process and drive growth. You will manage the agency pipeline, coordinate pre-renewal calls, and craft compelling content for client and carrier meetings, while helping track revenue and administer support tasks.

The position requires a Bachelor’s degree (preferred) and strong Excel/database skills, plus an insurance license. You’ll join a collaborative, growth-focused team across the United States.

Qualifications

• Bachelor’s degree preferred; practical knowledge of quoting process.
• Proficient in Microsoft Excel and familiar with database applications.
• Valid life and health insurance license required.
• Experience with RFP/quoting processes is preferred.

Responsibilities

• Support RFP/quoting process and pipeline management with carriers and clients.
• Manage agency pipeline and coordinate pre-renewal calls with stakeholders.
• Develop content for client and carrier meetings, including analytics.
• Track and reconcile book of business revenue.
• Provide administrative support and travel coordination.
• Assist with carrier relationships and onboarding.

Skills

Influence with C-suite

Attention to detail

Self-motivated

Written and verbal communication

Organizational skills

Workload management

Thrives in fast-paced environment

Education

Bachelor's Degree preferred

Quoting process and tools knowledge

Microsoft Excel proficiency

Life and health insurance license required

Tools

Microsoft Excel

Database applications

Job description

OneDigital is hiring for a role that partners with our RFP/Quote team to streamline the quoting process and drive growth. You will manage the agency pipeline, coordinate pre-renewal calls, and craft compelling content for client and carrier meetings, while helping track revenue and administer support tasks.

The position requires a Bachelor’s degree (preferred) and strong Excel/database skills, plus an insurance license. You’ll join a collaborative, growth-focused team across the United States.