Account Executive - M&A Team
Dimond Bros. Insurance•Green Bay, WI
•Onsite
About The Position
Support the onboarding, integration, and ongoing servicing of newly acquired agencies, employees, and clients. This is a full-time, on-site position, Monday through Friday, from 8am to 4:30pm CST.
Requirements
- Active Property & Casualty Insurance Producer License
- Commercial Lines insurance experience
- Willingness to travel occasionally, including overnight stays
- Strong communication, interpersonal, and client support skills
- Proficiency in agency management systems, Microsoft Office, and carrier platforms
- Experience working with multiple database systems preferred
- Collaborative team player who works well across departments
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.
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) matching
- Paid time off
- Life Insurance
- Short-Term Insurance
- Long-Term Insurance
- Seasonal Half-Day Fridays
- Growth Opportunities
- Mission-Driven Work
- People-First Culture
- Supportive team environment with growth potential
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
