Remote Account Executive - Growth & Client Strategy

Centro Benefits Research, LLC; Dallas, Northern (TX, KY); Hybrid; USD 180,000 - 200,000; Full time

Job summary

Centro Benefits Research, LLC seeks an Account Executive to support RFP/quoting processes, manage agency pipelines, and assist with client onboarding. The role emphasizes coordination with carriers, producers, and Centro consultants to craft marketing strategies and inforce negotiations.

You will develop client and carrier presentations, track revenue, and handle administrative tasks. A life/health license and Excel/database proficiency are required, with a preference for a Bachelor's degree.

Qualifications

• Bachelor’s Degree preferred.
• Experience with the quoting process and tools.
• Valid life and health insurance license required.

Responsibilities

• RFP/Quoting process support and pipeline management with carriers and clients.
• Agency pipeline management and scheduling pre-renewal calls.
• Content development for client and carrier meetings and analytics.
• Revenue tracking and reconciliation of book of business.
• Administrative support including travel arrangements and expense reports.
• Assist with management of carrier relationships.
• Assist with onboarding new clients with Centro onboarding team.
• Provide small-market consulting and migration assistance.

Skills

C-suite interaction

Attention to detail

Self-motivation

Communication skills

Organizational skills

Time management

Adaptability

Education

Bachelor’s degree (preferred)

Life and health insurance license

Tools

Excel

Database applications

Job description

Centro Benefits Research, LLC seeks an Account Executive to support RFP/quoting processes, manage agency pipelines, and assist with client onboarding. The role emphasizes coordination with carriers, producers, and Centro consultants to craft marketing strategies and inforce negotiations.

You will develop client and carrier presentations, track revenue, and handle administrative tasks. A life/health license and Excel/database proficiency are required, with a preference for a Bachelor's degree.