Sr. Life & Health Account Executive

Job Summary: This employee will partner with Sales Producers and carrier partners to place new business, service existing clients, and maintain strong internal and external relationships.

Full-time, on-site (or hybrid options), 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.

Employee Benefits at Dimond Bros.:

• We offer a comprehensive benefits package, including medical, dental, and vision insurance; group term life and AD&D coverage; short-term and long-term disability insurance; an Employee Assistance Program (EAP); a 401(k) with company match; HSA contributions for eligible medical plan participants; and flexible spending accounts (FSA).
• Vacation time, paid holidays, and personal time accrual.
• Medical, dental, vision and vacation time are all available on the new employee's first day!
• Please visit our website to see more information: Benefits Page

Key Responsibilities

• Market new and renewal business to carriers independently and with Sales Executives
• Collaborate on new business and renewal strategies, including client and carrier meetings
• Build and maintain positive relationships with clients, carriers, and internal teams
• Prepare proposals and renewal summaries using BenefitPoint
• Review documentation for accuracy, completeness, and confidentiality
• Service assigned book of business, including coverage reviews and client inquiries
• Maintain accurate records and follow agency SOPs and best practices