Account Executive - Life & Health

Dimond Bros. Insurance

  • Fond du Lac, Wisconsin
  • 30+ days ago

    Highlights

    Job Summary: Account Executives partner with Sales Executives and carrier partners to place new business, service existing clients, and build strong client and carrier relationships in the employee benefits space. Collaborate with internal teams, carriers, third-party administrators, and compliance to ensure smooth administration and regulatory compliance.

    Numbers & Facts

    LocationFond du Lac, Wisconsin

    Description

    Job Summary: Account Executives partner with Sales Executives and carrier partners to place new business, service existing clients, and build strong client and carrier relationships in the employee benefits space.

    Full-time, on-site (hybrid options) position, Monday through Friday | 8am - 4:30  | #LI-ONSITE

    Please note that this role may appear under a similar title on some of our recruiting platforms.

    Why Dimond Bros.?

    • Great Benefits Package
      • Health, Dental, Vision, 401(k) matching, Paid time off, Life Insurance, Short-Term & Long-Term Insurance)
    • Seasonal Half-Day Fridays
    • Growth Opportunities
    • Mission-Driven Work
    • People-First Culture
    • Supportive team environment with growth potential

    Key Responsibilities

    • Manage and service a book of market clients for group and individual benefits.
    • Conduct client needs assessments and provide strategic benefits guidance.
    • Act as the primary point of contact for client service, inquiries, and issue resolution.
    • Coordinate annual open enrollment, including plan updates, education, and employee support.
    • Collaborate with internal teams, carriers, third-party administrators, and compliance to ensure smooth administration and regulatory compliance.
    • Maintain accurate policy documentation in accordance with company procedures and industry standards.
     

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