Remote Account Executive — RFP & Carrier Partnerships

Digital Insurance LLC; United States; Teletrabalho; USD 200 000 - 230 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Paid time off

Learning & development programs

Employee perks and discounts

Resumo da oferta

Centro Benefits Research is seeking a proactive professional to support RFP/quoting, manage agency pipelines, and develop client/carrier content. You’ll coordinate with brokers, executives, and consultants to streamline quotes and negotiations.

Ideal candidates bring Excel proficiency, licensing, and strong communication skills to drive revenue tracking and administrative tasks across a nationwide team.

Qualificações

• Must have practical knowledge of quoting process and tools.
• Proficient in Microsoft Excel and familiar with database applications.
• Valid life and health insurance license required.

Responsabilidades

• RFP/Quoting support: secure missing info from clients and carriers.
• Manage agency RFP pipeline and schedule pre-renewal calls.
• Develop content for client meetings and carrier partnerships.
• Track and reconcile book of business revenue.
• Provide administrative support and carrier relationship assistance.

Conhecimentos

Influence executives

Attention to detail

Self-motivated

Written & verbal communication

Organizational skills

Workload management

Thrive in fast-paced env

Formação académica

Bachelor's Degree

Life & Health insurance license

Ferramentas

Microsoft Excel

Database applications

Descrição da oferta de emprego

Centro Benefits Research is seeking a proactive professional to support RFP/quoting, manage agency pipelines, and develop client/carrier content. You’ll coordinate with brokers, executives, and consultants to streamline quotes and negotiations.

Ideal candidates bring Excel proficiency, licensing, and strong communication skills to drive revenue tracking and administrative tasks across a nationwide team.