Strategic Account Executive — RFP & Growth

Digital Insurance LLC; Texas; Hybrid; USD 180,000 - 200,000; Full time

Job summary

Centro Benefits Research is expanding its team to support the growth of our employee benefits services. This role partners with Centro and One Digital platforms to streamline RFP processes, quote workflows, and carrier analytics, delivering accurate revenue reporting and client onboarding support.

You will coordinate with executives, brokers, and consultants to optimize pipeline performance. The candidate should have strong Excel skills, attention to detail, and the ability to thrive in a

Qualifications

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

Responsibilities

• RFP/Quoting process support and pipeline management
• Agency pipeline management and scheduling of pre-renewal calls
• Content development for client meetings and carrier partner communications
• Revenue tracking and reconciliation support
• Administrative tasks including travel arrangements and onboarding

Skills

Influence with C-suite

Attention to detail

Self-motivated

Written and verbal communication

Organizational skills

Workload management

Thrives in fast-paced environments

Education

Bachelor’s Degree, preferred

Tools

Microsoft Excel

Database applications

Job description

Centro Benefits Research is expanding its team to support the growth of our employee benefits services. This role partners with Centro and One Digital platforms to streamline RFP processes, quote workflows, and carrier analytics, delivering accurate revenue reporting and client onboarding support.

You will coordinate with executives, brokers, and consultants to optimize pipeline performance. The candidate should have strong Excel skills, attention to detail, and the ability to thrive in a