Strategic Account Executive for Growth and Partnerships

OneDigital; Oregon; Hybride; USD 180 000 - 200 000; Plein temps

Avantages offerts par ce poste

Health benefits

Retirement plan

Paid time off

Overtime pay for non-exempt

Learning and development programs

Expense reimbursement

Résumé du poste

OneDigital is hiring for a senior administrative/Consulting support role in the United States. The position supports RFP/quoting processes, manages carrier and client pipelines, and develops content for meetings and analytics reporting.

It includes revenue tracking and contract administration responsibilities. The ideal candidate has a Bachelor’s degree, is proficient in Excel, familiar with databases, and holds a valid life and health insurance license.

Qualifications

• Bachelor's Degree preferred or related experience.
• Practical knowledge of quoting process and tools.
• Proficiency in Microsoft Excel and familiarity with database applications.
• Valid life and health insurance license required.

Responsabilités

• RFP/Quoting process support and pipeline management with carriers and clients.
• Agency pipeline management and pre-renewal call coordination.
• Content development for client and carrier meetings and analytics reporting.
• Revenue tracking and reconciliation assistance for book of business.

Connaissances

Influence with C-suite

Attention to detail

Self-motivated

Written & verbal communication

Organization

Workload management

Thrives in fast-paced environment

Formation

Bachelor's Degree

Life and health insurance license

Outils

Excel

Database applications

Description du poste

OneDigital is hiring for a senior administrative/Consulting support role in the United States. The position supports RFP/quoting processes, manages carrier and client pipelines, and develops content for meetings and analytics reporting.

It includes revenue tracking and contract administration responsibilities. The ideal candidate has a Bachelor’s degree, is proficient in Excel, familiar with databases, and holds a valid life and health insurance license.