Direct Insurance Services LLC
Account Manager
Job Overview
Are you a proactive insurance professional who values doing the right thing, building relationships, and going above and beyond for your clients?
Join the team at Direct Insurance Services an independent, multi-state agency focused on personal lines insurance with a mission to serve and retain our book of business through extraordinary service and expert guidance.
Who We Are
At Direct Insurance Services, we believe that extraordinary service is more than a skill—it’s a mindset. We’re on the lookout for a Personal Lines Account Manager who shares our values and wants to build lasting relationships while growing in a dynamic, forward-thinking agency.
We’re an independent, multi-state personal lines insurance brokerage that serves clients in 28 states, powered by a team of 10 talented agents and an outstanding support staff
Your Mission
To retain, serve, and grow our valued book of business by being the trusted go-to for your clients—answering their questions, reviewing their coverage, solving problems, and uncovering opportunities to protect what matters most.
Salary Range: $50,000.00 - $85,000.00 per year
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Requirements
- Proficiency to multi-task, follow-thru and follow-up.
- Excellent Communication/interpersonal skills.
- Follow through and exceed current and prospective client expectations.
- Great Customer Service Skills.
- A Property & Casualty insurance license is required.
Responsibilities
What You’ll Be Doing
- Conduct thoughtful annual reviews and make personalized coverage recommendations
- Rewrite policies to retain clients amid rate or carrier changes
- Cross-sell additional lines (umbrella, renters, toys, etc.) to fill coverage gaps
- Help clients navigate billing and claims with clarity and compassion
- Keep meticulous notes and documentation in our agency management system
- Promote our referral program and reinforce why clients love working with Direct Insurance Services
- Update contact records and ensure each touchpoint reflects our agency’s values
- Champion our Core Values: Do the Right Thing, Create Brand Advocates, Truth & Transparency, Growth, and Accountability
You’re a Great Fit If You…
- Are friendly, upbeat, and naturally helpful with a high attention to detail
- Have a Colorado Property & Casualty license and at least 2 years of experience in the insurance industry
- Are confident conducting reviews, making coverage recommendations, and solving problems
- Can work efficiently, communicate clearly, and self-manage daily responsibilities
- Are comfortable working on a computer all day, using software tools and quoting systems
- Value personal and professional growth and want to be part of a driven, team-first culture