Personal Lines Account Manager

Legacy Risk Solutions LLC•Augusta, GA

18h

About The Position

Legacy Risk Solutions is seeking a detail-oriented and customer-focused Personal Lines Account Manager to join our team. This role is responsible for managing the full lifecycle of personal insurance accounts, including new business, renewals, policy servicing, endorsements, billing support, and day-to-day client service. Working closely with producers, carrier partners, and clients, the Personal Lines Account Manager plays a key role in delivering a seamless client experience while ensuring the timely and accurate servicing of policies. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong client relationships, and takes pride in delivering responsive, high-quality service while supporting client retention and agency growth.

Requirements

Active Property & Casualty (P&C) insurance license required.
Minimum of 2–3 years of Personal Lines insurance or account management experience.
High school diploma or equivalent required.
Strong knowledge of Personal Lines insurance products, policy servicing, and carrier workflows.
Excellent customer service, verbal communication, and written communication skills.
Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines.
High attention to detail with a commitment to accuracy and quality.
Self-motivated with the ability to work independently while collaborating effectively with producers, carriers, and team members.
Demonstrated problem-solving skills, initiative, and an ownership mindset focused on delivering exceptional client service.

Nice To Haves

Associate’s or bachelor’s degree preferred.
Insurance designations such as CISR, CIC, or similar are a plus.
Experience with Applied Epic, or similar agency management systems preferred.
Proficiency in Microsoft Office Suite; experience with Excel and PowerPoint is a plus.

Responsibilities

Manage the full lifecycle of Personal Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing.
Partner with Producers to prepare for and manage the renewal process, including renewal meetings and coverage recommendations.
Prepare marketing submissions and obtain competitive coverage options from carrier partners.
Process policy endorsements, premium-bearing change requests, renewals, audits, cancellations, and non-renewals while ensuring accuracy and compliance.
Communicate with clients and insurance carriers regarding 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 as needed.
Coordinate the issuance of certificates, policy documents, and other client deliverables.
Order motor vehicle reports (MVRs), loss runs, and other underwriting documentation as requested.
Maintain accurate electronic client files, documentation, and workflows within Applied Epic, ImageRight, and other agency systems.
Support client retention by delivering exceptional service and proactively responding to client needs.
Ensure all transactions are processed accurately, efficiently, and in compliance with agency and carrier guidelines.
Perform other related duties and responsibilities as assigned.