Strategic Account Executive | RFP, Pipeline & Revenue

Centro Benefits Research, LLC; Indiana; Sur place; USD 180 000 - 200 000; Plein temps

Avantages offerts par ce poste

Health benefits

Retirement plan

Paid time off

Learning and development programs

Résumé du poste

Centro Benefits Research, LLC is expanding its team in Indiana to support explosive growth in our benefits consulting practice. The role focuses on coordinating RFPs, managing carrier relationships, and delivering marketing and client education materials to help brokers and clients make informed decisions.

You will assist with onboarding new clients, track revenue, and provide administrative support across a fast-paced environment.

Qualifications

• Must have a 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.

Responsabilités

• 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

Description du poste

Centro Benefits Research, LLC is expanding its team in Indiana to support explosive growth in our benefits consulting practice. The role focuses on coordinating RFPs, managing carrier relationships, and delivering marketing and client education materials to help brokers and clients make informed decisions.

You will assist with onboarding new clients, track revenue, and provide administrative support across a fast-paced environment.