Strategic Account Executive: Growth & Partnerships

Centro Benefits Research, LLC; Owensboro (KY); Vor Ort; USD 180.000 - 200.000; Vollzeit

Benefits dieser Stelle

Health benefits

Retirement plans

Paid time off

Overtime pay

Learning and development programs

Expense reimbursement

Employee perks and discounts

Zusammenfassung

Centro Benefits Research, LLC in Owensboro, KY is seeking a detail‑oriented, client‑facing professional to support RFPs, quoting, and carrier relations. You will help manage the RFP pipeline, coordinate with brokers, and prepare analytics for meetings and reporting.

Responsibilities include revenue reconciliation, administrative support, and onboarding assistance. The role offers base pay in the stated range with bonus opportunities and a comprehensive benefits package.

Qualifikationen

• 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.

Aufgaben

• RFP/Quoting process support and pipeline management - Work with the RFP/Quote team to support the flow of RFP work with carriers and clients by securing missing information from clients and carriers, responding to analyst inquiries around the quoting process, and providing analysts with case level guidance, when appropriate
• Agency pipeline management - Work with broker clients to prioritize RFP pipeline, communicate RFP status and delivery dates. Scheduling of pre-renewal calls with the producer, account executive, and Centro Consultant where appropriate to craft marketing strategy or inforce negotiations
• Content development - for client and carrier partner meetings, including stewardship presentations, client training, carrier bonus tracking, etc. This will include external outreach to carriers to secure analytics and reporting
• Revenue Tracking and Reconciliation - assist Consultant with tracking and reconciliation of book of business revenue
• Administrative Support - Support Consultant with administrative tasks, including coordinating travel arrangements, filing expense reports, coordination of client and carrier entertainment events and appreciation activities etc.
• Assist with management of carrier relationships
• Assist with new client onboarding, in conjunction with Centro onboarding team
• Provide small-market (U100 life size segment) consulting and migration assistance, when appropriate

Kenntnisse

Executive communication

Attention to detail

Self-motivation

Written communication

Organizational skills

Workload management

Adaptability under pressure

Ausbildung

Bachelor's degree

Tools

Microsoft Excel

Database applications

Jobbeschreibung

Centro Benefits Research, LLC in Owensboro, KY is seeking a detail‑oriented, client‑facing professional to support RFPs, quoting, and carrier relations. You will help manage the RFP pipeline, coordinate with brokers, and prepare analytics for meetings and reporting.

Responsibilities include revenue reconciliation, administrative support, and onboarding assistance. The role offers base pay in the stated range with bonus opportunities and a comprehensive benefits package.