Account Executive - M&A Team

Job Summary: Support the onboarding, integration, and ongoing servicing of newly acquired agencies, employees, and clients.

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

For reference, our organization uses the title Account Executive in place of Client Integration Manager (Insurance).

Why Dimond Bros.?

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

Key Responsibilities:

• Collaborate with leadership to introduce Dimond Bros. processes and programs to new partner agencies
• Manage client service during integrations, including marketing, renewals, proposals, and client communication
• Build strong relationships with incoming employees and support training and transition efforts (typically 3–6 months per partnership)
• Adapt to evolving integration needs, often supporting multiple partnerships simultaneously
• Provide support to internal teams with standard account services when integrations are not active