Account Manager – Commercial Lines

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Legacy Risk Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

🛡️ Insurance

🤝 B2B

Insurance • B2B

Legacy Risk Solutions is a united network of independent insurance agencies based in the southeastern United States. The company preserves the local identity of community-based agencies while providing expanded resources, broader market access, and collective strength—supporting partners with carrier relationships, operational tools, and client-focused insurance solutions. Positioning itself as a top-25 independent agency group with 50+ offices across the Southeast, Legacy emphasizes service, sustainability, long-term perpetuation, and tailored risk management for both local communities and partner agencies.

📋 Description

• Manage the full lifecycle of Commercial Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing. • Partner with Producers to develop renewal strategies, prepare for client meetings, and identify opportunities to strengthen client relationships and expand coverage. • Serve as the primary point of contact for clients, providing responsive, consultative service and resolving coverage, policy, and billing inquiries. • Prepare applications and market new and renewal business to insurance carrier partners. • Review carrier proposals and policy documents to ensure accuracy, completeness, and appropriate coverage recommendations. • Process policy endorsements, renewals, cancellations, premium audits, and policy changes while maintaining compliance with agency and carrier guidelines. • Coordinate policy binding, billing inquiries, premium audits, and non-renewal activities. • Collect loss information, order loss runs, and maintain accurate client records and documentation. • Maintain complete and organized electronic files within Applied Epic and other agency management systems. • Build strong working relationships with carrier underwriters and business partners to support successful account management and client retention. • Deliver exceptional client service while ensuring all transactions are completed accurately, efficiently, and on time.

🎯 Requirements

• Active Property & Casualty (P&C) insurance license required. • Minimum of four years of Commercial Lines insurance or account management experience. • Experience with Applied Epic or a similar agency management system required. • Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and Teams. • Strong knowledge of Commercial Lines insurance products, policy servicing, and carrier underwriting practices. • Excellent communication, relationship-building, and customer service skills. • Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment. • High attention to detail and commitment to accuracy. • Self-motivated with the ability to work independently while collaborating effectively with Producers, carrier partners, and internal teams. • Professional, solutions-oriented mindset with a commitment to delivering exceptional client experiences.

🏖️ 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)