[Remote] Account Executive - Remote (OH, KY, & IN)

Note: The job is a remote job and is open to candidates in USA. Digital Insurance LLC is hiring an Account Executive to support its benefits consulting and brokerage operations. The role supports RFP and quoting workflows, broker and carrier relationships, client onboarding, revenue tracking, and small-market consulting.

Responsibilities

• 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

Skills

• Ability to influence and effectively interact with members of the C-suite
• Strong attention to detail
• Must be self-motivated and disciplined
• Excellent written and verbal communication skills
• Strong organizational skills
• Ability to manage one's workload
• Ability to thrive in fast-paced environment
• 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
• Bachelor's Degree, preferred

Benefits

• Remote role in Indiana, Kentucky, or Ohio
• Eligible employees receive health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per the company policy
• May receive employee perks and discounts
• Some roles are eligible for variable compensation, commission, and/or annual bonus based on individual performance and/or company performance

Company Overview