Remote Account Executive: Growth & Partnerships

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

Benefits offered by this job

Health benefits

Paid time off

Learning & development

Employee discounts

Job summary

Centro Benefits Research, LLC is seeking an Account Executive for a fully remote role in the United States. You will support RFP and quoting processes, manage broker pipelines, craft client and carrier meeting content, and track revenue.

The position also covers travel coordination, expense reporting, and onboarding of new clients with Centro’s onboarding team. Ideal candidates have a Bachelor’s degree, Excel proficiency, and an insurance license.

Qualifications

• Bachelor’s Degree preferred.
• Practical knowledge of quoting processes and tools.
• Proficient in Microsoft Excel and familiar with database applications.
• Valid life and health insurance license required.

Responsibilities

• RFP/Quoting support and pipeline management.
• Agency pipeline management with brokers to set delivery dates.
• Content development for client and carrier meetings and training.
• Revenue tracking and reconciliation with the consultant.
• Administrative support including travel, expenses, and events.
• Manage carrier relationships and onboarding of new clients.
• Provide small-market consulting and migration support.

Skills

C-Suite influence

Attention to detail

Self-motivation

Communication skills

Organizational skills

Workload management

Thrives in fast-paced env

Education

Bachelor’s Degree

Insurance license (Life/Health)

Tools

Excel

Database apps

Job description

Centro Benefits Research, LLC is seeking an Account Executive for a fully remote role in the United States. You will support RFP and quoting processes, manage broker pipelines, craft client and carrier meeting content, and track revenue.

The position also covers travel coordination, expense reporting, and onboarding of new clients with Centro’s onboarding team. Ideal candidates have a Bachelor’s degree, Excel proficiency, and an insurance license.