Legacy Risk Solutions · 20 hours ago
Personal Lines Account Manager
Atlanta,GA,US
Full-time
Onsite
Entry, Mid Level
2+ years expLegacy Risk Solutions is seeking a Personal Lines Account Manager who will service clients by handling new business installations, renewals, and service needs. The role involves conducting renewal processes, managing client correspondence, overseeing billing, and ensuring proper documentation and policy management.
Commercial InsuranceInsuranceInsurTech
Responsibilities
Conducts renewal processes & meetings with producers
Places client calls & provides correspondence
Oversees billing for all AB policies & collection along with producer
Manages policy binding on renewals (unless sent to centralized marketing department)
Prepares submissions for marketing
Provides correspondence with carriers and customers for premium bearing change requests/endorsements
Addresses and receive non renewals with producers/clients
Organizes master certificates and attaches all applicable endorsements (ASM handles all on-demand and renewal cert issuance)
Collects LPR’s from clients
Premium bearing audits and large audit increase correspondence with insured/producer
Manages ImageRight documentation and file labeling upkeep
Reviews returned policy checklists for changes & send changes to ASM
The Personal Lines Account Manager performs other related duties and tasks as necessary or as assigned
Qualification
Required
Must have a High School diploma or equivalent
Active Property and Casualty Insurance License
Minimum 2 years of insurance experience
Proficiency in Microsoft Windows, Office 365, Word, and Excel
Must have Agency Management System Experience
Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines
Excellent oral and written communication skills to articulate key information
Initiative and willingness to take on additional responsibilities
High emphasis on teamwork, collaboration, data analysis, and process innovation
Self-starter and work with direction and taking ownership of areas of responsibility
Detail-oriented
Preferred
College degree preferred
AMS360, EPIC and ImageRight experience preferred
Benefits
Health, dental, and vision benefits
Flexible Spending Account and 401k Plan with matching
Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
Generous paid time off package
Company
Legacy Risk Solutions
Legacy Risk Solutions is a network of independent insurance agencies offering personalized insurance solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Griffith
Chief Executive Officer
Recent News
2025-04-10
Company data provided by crunchbase