What are the responsibilities and job description for the Account Executive - M&A Team position at Dimond Bros. Insurance, LLC?
Description
Looking for 3 Personal Lines & 2 Commercial Lines Account Executives
Description: M&A Focused Account Executives at Dimond Bros. Insurance work closely with the EVP of Dimond Bros.’ M&A team to help onboard, service, and support new partner employees and clients in their integration into Dimond Bros.
Responsibilities
Desired Qualifications
Looking for 3 Personal Lines & 2 Commercial Lines Account Executives
Description: M&A Focused Account Executives at Dimond Bros. Insurance work closely with the EVP of Dimond Bros.’ M&A team to help onboard, service, and support new partner employees and clients in their integration into Dimond Bros.
Responsibilities
- Work with Dimond Bros’ Executive Vice President of Mergers and Acquisitions, and other department leaders to introduce Dimond Bros. processes and programs to new partner agencies.
- Provide support for existing clients while integration occurs. This would include all aspects of traditional Account Executive responsibilities including marketing new business, processing renewals, developing proposals, and interacting with clients.
- Develop and maintain positive relationships with new employees and help support them during transitional training. Expected interactions with new partnership would vary from 3-6 months for each partnership, with the possibility of multiple partnership occurring at the same time.
- Specific responsibilities would change (perhaps daily) dependent on the need for each partnership. If partnerships are complete or otherwise not in motion, the Account executive would be expected to assist existing Dimond Bros. Support Teams during down times in a variety of traditional support services.
Desired Qualifications
- Active Property and Casualty Insurance Producer License
- Recommended - Minimum Previous 3 years’ experience as a successful Commercial Lines Account Executive
- Occasional travel (with potential overnight stays) is needed during this onboarding process.
- Excellent communication and interpersonal skills needed, with a special ability to empathize and support new partnership employees.
- Strong PC knowledge, with the ability to effectively utilize the agency's management systems and Microsoft software products, and carrier resources. Ideal candidates have experience in multiple types of database systems.
- Proven understanding and mastery of Dimond Bros.’ SOPs and Best Practices
- Ability to communicate professionally and effectively, both verbally and in writing
- Must be a team player that collaborates well with others
- Vacation and Personal Time
- 401(k) with Company match
- Medical, dental, and vision insurance on date of hire
- Life/AD&D, short-term, and long-term disability