Careers

Full-Time Commercial 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: 

• Provide technical support to Advisor; specifically in analyzing client needs, coverage forms and quotations.
• Schedule appointments with clients as requested.
• Order and issue binders, certificates, policies, endorsements, and other related items; verify accuracy and forward to client with appropriate correspondence.
• Determines reasons for requests for cancellations; acts to save accounts; notifies Advisor(s) according to agency standards.
• Actively solicits increase in coverage and rounds accounts through sales to clients; leaves good documentation of all contacts.
• Refers current and prospective clients to Benefits Department and to Personal Insurance for solicitation of those lines of business.
• Assists clients with making coverage changes in an automated environment; uses each contact with the client as an opportunity to review the whole account, round it and market.
• Assists Claims Specialist as needed with submitting first reports of claims, facilitates prompt response from carrier staff and follows-up on claims status to keep clients informed and to work toward settlement of all claims; uses each claim contact as an occasion to review coverages and market as needed.
• Reviews audits of policies, verifies accuracy and facilitates corrections, as needed, between client and carrier.
• Determine if direct or agency billing is appropriate and invoice accordingly.
• Processes and follows-up on cancellation requests to carriers to ensure accurate and timely resolution.
• Review client contracts for insurance requirements. and compare to policy to ensure contract complies.
• Discuss discrepancies with client and submit changes to carrier.
• Identify exposure to loss and recommend appropriate coverages in coordination with Advisor
• Prepares summaries of insurance, schedules and proposals as needed for account review.
• Request renewal quotes from insurance carrier, creates renewal proposals and handles other renewal activities in coordination with the Advisor.

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.