Account Manager - Personal Lines

Legacy Risk Solutions • Asheville, NC

7d

About The Position

Legacy Risk Solutions is seeking a detail-oriented, customer-focused Personal Lines Account Manager to manage the full lifecycle of personal insurance accounts. The role covers new business, renewals, policy servicing, endorsements, billing support, and day-to-day client service. Working with producers, carrier partners, and clients, the Account Manager helps deliver a seamless client experience and timely, accurate policy servicing while supporting client retention and agency growth. The ideal candidate is comfortable in a fast-paced agency environment, builds strong client relationships, and provides responsive, high-quality service.

Requirements

• Active Property & Casualty (P&C) insurance license.
• At least 2–3 years of Personal Lines insurance or account management experience.
• High school diploma or equivalent.
• Strong knowledge of Personal Lines insurance products, policy servicing, and carrier workflows.
• Excellent customer service, verbal communication, and written communication skills.
• Strong organizational skills and the ability to manage multiple priorities and meet deadlines.
• High attention to detail and commitment to accuracy and quality.
• Ability to work independently and collaborate effectively with producers, carriers, and team members.
• Problem-solving skills, initiative, and an ownership mindset focused on exceptional client service.
• Proficiency in Microsoft Office Suite.

Nice To Haves

• Associate’s or bachelor’s degree.
• Insurance designation such as CISR, CIC, or similar.
• Experience with Applied Epic or a similar agency management system.
• Experience with Excel and PowerPoint.

Responsibilities

• Manage Personal Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing servicing.
• Partner with Producers to prepare for and manage renewals, including renewal meetings and coverage recommendations.
• Prepare marketing submissions and obtain competitive coverage options from carrier partners.
• Process endorsements, premium-bearing changes, renewals, audits, cancellations, and non-renewals accurately and in compliance with guidelines.
• Communicate with clients and carriers about policy updates, billing inquiries, coverage changes, and service requests.
• Assist with policy binding, premium collection, billing support, and audit processing.
• Review policies and endorsements for accuracy and resolve discrepancies with carriers.
• Coordinate certificates, policy documents, and other client deliverables.
• Order motor vehicle reports, loss runs, and other underwriting documentation as requested.
• Maintain accurate electronic client files, documentation, and workflows in agency systems.
• Support client retention through exceptional service and proactive responses to client needs.
• Ensure transactions are processed accurately and efficiently in compliance with agency and carrier guidelines.
• Perform other related duties and responsibilities as assigned.

Benefits

• Medical, dental, and vision insurance.
• 401(k) with company match.
• Flexible Spending Account (FSA).
• Life insurance coverage.
• Short-term and long-term disability coverage.
• Accident and critical illness insurance options.
• Generous paid time off (PTO).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED