Strategic Account Executive: Drive Revenue & Impact

OneDigital; Killeen, Temple (TX, TX); On-site; USD 180,000 - 200,000; Full time

Job summary

OneDigital is seeking a high-impact professional to support RFP and quoting processes, manage carrier and client pipelines, and develop content for client meetings. You will assist with revenue tracking, administrative tasks, and onboarding, collaborating with the Centro onboarding team and carrier relationships.

The role requires strong communication, attention to detail, and experience with Excel and quoting tools in a fast-paced environment.

Qualifications

• Bachelor’s Degree preferred.
• Must have practical knowledge of quoting process and tools.
• Must be proficient in Microsoft Excel and familiar with database applications.
• Valid life and health insurance license, required.

Responsibilities

• RFP/Quoting process support and pipeline management – secure missing information, respond to analyst inquiries, provide guidance.
• Agency pipeline management – prioritize RFP pipeline, communicate status and dates, schedule pre-renewal calls.
• Content development for client meetings and carrier partner meetings, including stewardship presentations and reporting.
• Revenue tracking and reconciliation – assist with book of business revenue.
• Administrative support – travel arrangements, expense reports, events, and appreciation activities.
• Assist with management of carrier relationships.
• Assist with new client onboarding with Centro onboarding team.
• Provide small-market consulting and migration assistance when appropriate.

Skills

Influence with C-suite

Attention to detail

Self-motivated

Excellent written and verbal comms

Strong organizational skills

Time management

Thrives in fast-paced env

Education

Bachelor’s Degree, preferred

Quoting process/tools knowledge

Microsoft Excel proficiency

Database applications familiarity

Life and health insurance license, required

Tools

Quoting tools

Database applications

Job description

OneDigital is seeking a high-impact professional to support RFP and quoting processes, manage carrier and client pipelines, and develop content for client meetings. You will assist with revenue tracking, administrative tasks, and onboarding, collaborating with the Centro onboarding team and carrier relationships.

The role requires strong communication, attention to detail, and experience with Excel and quoting tools in a fast-paced environment.