Account Executive - Remote (Dallas/Houston)
About The Position
OneDigital is hiring an Account Executive to support its RFP and quoting workflows, agency pipeline, client and carrier relationships, and consulting operations. The role works with RFP/Quote teams, broker clients, producers, consultants, carriers, and onboarding teams to coordinate information, communication, content, and administrative needs. It also provides small-market consulting and migration assistance when appropriate. Candidates must be eligible to work in the United States without work visa or residency sponsorship. A valid life and health insurance license is required. The role’s typical nationwide base pay range is $180,000 to $200,000 per year. Base pay depends on skills, education, qualifications, professional experience, and location. Some roles may also be eligible for variable compensation, commission, and/or an annual bonus. Eligible employees are offered health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, learning and development programs, reimbursement of job-related expenses, and potentially employee perks and discounts.
Requirements
- Ability to influence and effectively interact with members of the C-suite.
- Strong attention to detail.
- Self-motivated and disciplined.
- Excellent written and verbal communication skills.
- Strong organizational skills.
- Ability to manage one's workload.
- Ability to thrive in a fast-paced environment.
- Practical knowledge of the quoting process and tools.
- Proficiency in Microsoft Excel and familiarity with database applications.
- Valid life and health insurance license.
- Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Nice To Haves
- Bachelor’s degree preferred.
Responsibilities
- Work with the RFP/Quote team to support the flow of RFP work with carriers and clients by securing missing information, responding to analyst inquiries about the quoting process, and providing case-level guidance to analysts when appropriate.
- Work with broker clients to prioritize the agency RFP pipeline and communicate RFP status and delivery dates.
- Schedule pre-renewal calls with the producer, account executive, and Centro Consultant where appropriate to develop marketing strategies or in-force negotiations.
- Develop content for client and carrier partner meetings, including stewardship presentations, client training, and carrier bonus tracking.
- Contact carriers to obtain analytics and reporting.
- Assist the Consultant with tracking and reconciling book-of-business revenue.
- Support the Consultant with administrative tasks, including travel arrangements, expense reports, and coordination of client and carrier entertainment events and appreciation activities.
- Assist with management of carrier relationships.
- Assist with new client onboarding in conjunction with the Centro onboarding team.
- Provide small-market (U100 life-size segment) consulting and migration assistance when appropriate.
Benefits
- Health, wellbeing, retirement, and other financial benefits for eligible employees.
- Paid time off.
- Overtime pay for non-exempt employees.
- Learning and development programs.
- Reimbursement of job-related expenses according to company policy.
- Employee perks and discounts may be available.
- Variable compensation, commission, and/or annual bonus may be available for eligible roles.
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What This Job Offers
Job Type
Full-time
