Careers

Full-Time Personal Lines Account Executive

Direct Link Insurance combines the executional value of a brokerage firm with the talent, resources, and expertise of a consulting firm. Our Mission is to turn your insurance expense into an operational asset that not only protects your assets but enhances your competitive position in the marketplace.

The Account Manager will focus on developing advisor relationships with new clients, managing accurate policy delivery, exposure review; account rounding, and risk management service plans. They will also manage the renewal process to ensure maximum retention and deliver outstanding client service in a timely and accurate manner. 

Essential Duties and Responsibilities: 

• Establish and maintain relationships with client utilizing excellent verbal and written communication in all phone calls, e-mails, personal visits and other correspondence.
• Develop and implement appropriate service plans proactively reviewing exposures, risk transfer and claims management.
• Promptly and accurately process endorsements and policy change requests,
• Maintain awareness of client claim activity
• Prepare complete renewal submissions including update coverages questionnaires, applications, loss reports, and other required information.
• Consult with management and producer to establish renewal-marketing strategy 90 days prior to expiration data.
• Provide timely and thorough policy endorsement checking and audit reconciliation.
• Delegate all appropriate transaction processing (ID cards, certificates, etc) to the relevant commercial assistant.
• Review and initial all certificates prepared by assistants prior to mailing.
• Identify and pursue cross sell opportunities.
• Prepare summaries of insurance, schedules and proposals for clients as needed.
• Maintain an awareness of industry news, new product/ coverage information and technology applications in an effort to continually stay current and improve knowledge.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. 

Competencies:                                            

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

• Property & Casualty insurance license (RIBO), required
• Two to five years of  property and casualty agency experience required
• Experience working on insurance accounts required

Technology Skills:

• Epic or similar agency management software experience preferred
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook)

Other Qualifications:

• Able to work independently and enjoy a high degree of interaction with team members
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Attention to detail and commitment to a high level of accuracy
• Ability to maintain a professional demeanor and positive attitude 

To Executive Search Firms & Staffing Agencies:  Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.  All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee.  This includes resumes submitted directly to hiring managers without contacting Acrisure’s Human Resources Talent Department.