Remote Account Executive - Growth & Partnerships

Centro Benefits Research, LLC; Northern (KY); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development programs

Job summary

Centro Benefits Research, LLC is expanding its team to support revenue growth and operational efficiencies. The Account Executive will partner with the Regional Consultant to drive the book of business, manage RFPs, pipeline prioritization, and carrier relationships.

Ideal candidates will influence C-suite, possess strong communication skills, and thrive in a fast-paced environment. A Bachelor’s degree is preferred and -experience with Excel and databases is expected.

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

• RFP/Quoting process support and pipeline management – work with the RFP/Quote team to secure missing information and respond to inquiries.
• Agency pipeline management – prioritize RFP pipeline and communicate status and dates; schedule pre-renewal calls.
• Content development for client and carrier meetings, including stewardship presentations and analytics.
• Revenue tracking and reconciliation – assist with book of business revenue tracking.
• Administrative support – travel arrangements, expense reports, and event coordination.
• Assist with management of carrier relationships and onboarding of new clients with Centro onboarding team.
• Provide small-market consulting and migration assistance as appropriate.

Skills

C-suite interaction

Attention to detail

Self-motivated

Written communication

Verbal communication

Organizational skills

Time management

Education

Bachelor's degree preferred

Tools

Microsoft Excel

Database applications

Job description

Centro Benefits Research, LLC is expanding its team to support revenue growth and operational efficiencies. The Account Executive will partner with the Regional Consultant to drive the book of business, manage RFPs, pipeline prioritization, and carrier relationships.

Ideal candidates will influence C-suite, possess strong communication skills, and thrive in a fast-paced environment. A Bachelor’s degree is preferred and -experience with Excel and databases is expected.