Commercial Lines Account Service Manager

Legacy Risk Solutions • Alpharetta, GA

6d

About The Position

Legacy Risk Solutions is seeking a detail-oriented and motivated Commercial Lines Account Service Manager to support its Commercial Lines service team. The role provides administrative and operational support to Account Managers while ensuring accurate and timely processing of policy transactions, client documentation, and agency workflows. It offers an opportunity to build a long-term career in insurance, with professional development support that includes obtaining a Property & Casualty insurance license and opportunities for career advancement. The ideal candidate is organized, collaborative, and committed to exceptional internal and external customer service.

Requirements

• High school diploma or equivalent required.
• Ability to obtain a Property & Casualty (P&C) insurance license within 90 days of employment.
• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Strong organizational skills and exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Self-motivation, strong problem-solving skills, and willingness to learn new systems and processes.
• Team-oriented mindset and commitment to collaboration, continuous improvement, and exceptional client service.

Nice To Haves

• Associate’s or bachelor’s degree preferred.
• Previous insurance, administrative, customer service, or office support experience preferred.
• Experience with Applied Epic or similar agency management systems is a plus.

Responsibilities

• Support Commercial Lines Account Managers by processing policy transactions and providing day-to-day administrative support.
• Answer incoming client calls and assist with service requests while delivering exceptional customer service.
• Process policy changes, endorsements, renewals, cancellations, and other account maintenance transactions accurately and efficiently.
• Maintain accurate client and policy information within the agency management system.
• Verify policy documents and account information for completeness and accuracy.
• Coordinate billing-related activities and collaborate with the Accounting team as needed.
• Process incoming and outgoing mail and maintain organized electronic client files.
• Scan, upload, and manage documentation within agency systems while maintaining accurate activity notes and suspense items.
• Prepare and maintain spreadsheets, reports, and other documentation to support the Commercial Lines team.
• Use Applied Epic and other agency technology to support efficient workflow management.
• Collaborate with team members to improve processes and deliver a consistent client experience.
• Perform additional duties and special projects as assigned.

Benefits

• Medical insurance
• Dental insurance
• 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
• Education Level: High school or GED