Full-Time Personal Lines Assistant

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 Personal Lines Assistant Insurance Representative will be responsible for assisting account executives and producers by handling transaction-oriented processes and workflows for clients. Maintain orderly client files and complete  utilization according to agency workflows and procedures.


Essential Duties and Responsibilities: 

  • Issue certificates of insurance and evidence (renewals and midterm)
  • Issue endorsement binders to carriers or via carrier website
  • Prepare applications as needed
  • Prepare proposals, loss summaries and other spreadsheets
  • Send out applications to the marketplace– via email or carrier centralized email address or website
  • Request loss runs
  • Input/update policy information in EPIC
  • Follow up on policies, endorsements, etc. to carriers
  • Policy checking
  • Online endorsement processing and/or application submission
  • Cover letters for routine endorsements
  • Schedules of insurance
  • Take calls from car dealers for vehicle changes
  • Create & update Excel spreadsheets


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



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:

  • High school diploma or the recognized equivalent
  • Minimum 2 years insurance experience (not necessary however preferred)


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.

Where we are

Direct Link
1195 Stellar Dr Unit 9
Newmarket, Ontario L3Y 7B8
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Contact us

Monday – Friday   8:30 a.m. – 5:00 p.m.