Account Executive - Life & Health

Dimond Bros. Insurance

Green Bay, Wisconsin

JOB DETAILS
SKILLS
Business Services, Customer Relations, Customer Support/Service, Customer/Client Research, Documentation, Employee Benefits, Industry Standards, Partner Sales, Problem Solving Skills, Regulatory Compliance, Sales Management
LOCATION
Green Bay, Wisconsin
POSTED
30+ days ago

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 or hybrid 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.
 

About the Company

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Dimond Bros. Insurance