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Account Executive - Life & Health

Dimond Bros. Insurance, LLC
Oshkosh, WI Full Time
POSTED ON 12/9/2025 CLOSED ON 1/7/2026

What are the responsibilities and job description for the Account Executive - Life & Health position at Dimond Bros. Insurance, LLC?

Description

Job Summary: You'll play a key role in driving client success. You'll collaborate with Sales Executives and top carrier partners to secure new business and deliver exceptional service to existing clients. This is a relationship-focused role where you'll act as a trusted advisor, ensuring smooth placement of insurance solutions and building lasting partnerships that make a real impact.

Duties/Responsibilities

  • Manage and service an assigned book of small to middle market clients with their group and individual benefits policies.
  • Demonstrate technical knowledge in the employee benefits
  • Conduct thorough needs assessments with clients to understand their workforce demographics, organizational goals, and benefits priorities.
  • Work collaboratively with all internal teams and departments at Dimond Bros.
  • Serve as the primary point of contact for client inquiries, concerns, and escalations related to their benefit programs
  • Build and maintain strong relationships with clients by understanding their business objectives and effectively addressing their employee benefits needs
  • Facilitate the annual open enrollment process through updating plan information, conducting educational presentations, and assisting employees with any questions or inquiries
  • Collaborate with insurance carriers and third-party administrators to maintain positive relationships, negotiate terms, and resolve issues for smooth plan administration
  • Work closely with our Compliance Advisor to conduct audits and reviews to ensure that benefits programs are compliant with applicable laws and regulations
  • Ensure accurate and timely policy documentation and administration in accordance to Dimond Bros. Standard Operating Procedures and Insurance Industry Standards

Position Requirements

  • Strong oral and written communication and relationship building skills.
  • Superior written and verbal communication and presentation skills.
  • Highly attentive to detail
  • Ability to work with minimal direction and in a team environment.
  • Manage time and workspace well.
  • Excellent organization and follow-up skills.
  • Excellent listening skills with strong customer focus.
  • Demonstrated proficiency with Microsoft Office Suite

Position Requirements

Education And Experience

  • 3-5 years of experience in employee benefits, human resources, or related business.
  • Strong and/or developing understanding of employee benefits (medical and ancillary)
  • Illinois Life and Health Insurance License
  • College degree preferred

Benefits Offered

  • Health, Dental, Vision
  • Short-Term & Long-Term Insurance
  • Life Insurance
  • Paid time off
  • 401(k) with matching

About the Organization Dimond Bros. Insurance, LLC has been in the business of helping people like you find insurance solutions for individuals, businesses, and government entities for over 150 years. Founded in 1867 by Albert Dimond in Arcola, Illinois, our small agency of just two employees has grown to be one of the largest independent insurance agencies with locations in Illinois, Indiana, South Carolina, and Wisconsin.

Our great people make Dimond Bros. a great place to work! Apply now to join our family!

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Salary.com Estimation for Account Executive - Life & Health in Oshkosh, WI
$63,263 to $78,021
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