Account Service Manager - CL

Legacy Risk Solutions LLC•Augusta, GA

About The Position

We are an independent insurance agency seeking a detail-oriented and motivated Insurance Processor to support our Commercial Lines team. This role is responsible for processing insurance documents accurately and efficiently, maintaining client records, and providing administrative support to Account Managers and other team members. The ideal candidate is organized, proactive, and able to work both collaboratively and independently to resolve issues and support agency operations.

Requirements

High school diploma or equivalent required
Ability to obtain a Property & Casualty Insurance License within 90 days of employment
Strong attention to detail and commitment to accuracy
Proficiency in Microsoft Office, including Excel, Word, and Outlook
Excellent written and verbal communication skills
Strong organizational and time-management abilities
Self-motivated with the ability to prioritize and manage multiple tasks
Team-oriented mindset with a focus on collaboration and continuous improvement
Problem-solving skills and a willingness to learn new systems and processes

Responsibilities

Answer incoming client calls and assist with service requests
Maintain and update client and policy information within the agency management system
Verify policy and account information for accuracy
Process policy changes, endorsements, and other maintenance requests
Assist with billing functions and coordinate with the accounting team as needed
Process incoming and outgoing mail
Scan, upload, and organize documents in agency systems
Maintain accurate activity notes and suspense logs
Utilize agency management and integrated software systems effectively
Create, update, and maintain Excel spreadsheets and reports
Support Account Managers and other team members with administrative and operational tasks
Perform additional duties as assigned