JOB DETAILS
Account Manager - PL
CompanyLegacy Risk Solutions LLC
LocationFairhope
Work ModeOn Site
PostedMarch 4, 2026
About The Company
Legacy Risk Solutions is a Network of Independent Insurance Agencies with a single purpose to provide our clients exceptional insurance solutions. Our mission is to meet and surpass our client’s expectations and create unprecedented client loyalty. For over 100 years, we have served communities throughout Georgia and South Carolina.
Through our collaborative efforts, we use our combined size and clout in the marketplace to better serve our clients. With the power of Choice, we can offer a variety of carriers, coverages, and services as we tailor our decisions to find the right solution for our client’s needs. Our brokerage and consulting strategies provide solutions for employee benefits, property and casualty and personal risk nationwide.
Our belief is to allow each agency to make local decisions as well as embrace and promote the heritage they have created. While affiliated with Legacy Risk Solutions, we strongly believe in maintaining local identity and building on the reputations of our partners. The goal is simple: provide more access to resources and technology to provide more choices and better solutions for our clients.
About the Role
Description
Summary
The Personal Lines Account Manager services clients by handling new business installations, renewals and the service needs of clients by performing the following duties.
Essential Duties and Responsibilities
- Conducts renewal processes & meetings with producers
- Places client calls & provides correspondence
- Oversees billing for all AB policies & collection along with producer
- Manages policy binding on renewals (unless sent to centralized marketing department)
- Prepares submissions for marketing
- Provides correspondence with carriers and customers for premium bearing change requests/endorsements
- Addresses and receive non renewals with producers/clients
- Organizes master certificates and attaches all applicable endorsements (ASM handles all on-demand and renewal cert issuance)
- Collects LPR’s from clients
- Premium bearing audits and large audit increase correspondence with insured/producer
- Manages ImageRight documentation and file labeling upkeep
- Reviews returned policy checklists for changes & send changes to ASM
- The Personal Lines Account Manager performs other related duties and tasks as necessary or as assigned.
Requirements
- Must have a High School diploma or equivalent. College degree preferred.
- Active Property and Casualty Insurance License.
- Minimum 2 years of insurance experience.
- Proficiency in Microsoft Windows, Office 365, Word, and Excel.
- Must have Agency Management System Experience. EPIC experience preferred.
- Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
- Excellent oral and written communication skills to articulate key information.
- Initiative and willingness to take on additional responsibilities.
- High emphasis on teamwork, collaboration, data analysis, and process innovation.
- Self-starter and work with direction and taking ownership of areas of responsibility.
- Detail-oriented.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Benefits
- Health, dental, and vision benefits
- Flexible Spending Account and 401k Plan with matching
- Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
- Generous paid time off package
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.https://mandatoryview.com/productview
Key Skills
Client ServicingNew Business InstallationsRenewalsPolicy CorrespondenceBilling OversightPolicy BindingMarketing SubmissionsCarrier CommunicationEndorsementsNon-Renewals ManagementCertificate OrganizationPremium AuditsImageRight DocumentationMicrosoft WindowsOffice 365Agency Management System
Categories
SalesCustomer Service & SupportAdministrative
Benefits
HealthDentalVisionFlexible Spending Account401k Plan with matchingLife InsuranceShort Term DisabilityLong Term DisabilityAccidentCancerPaid time off
Job Information
📋Core Responsibilities
The Account Manager services personal lines clients by managing new business installations, renewals, and general service needs, including conducting renewal processes and producer meetings. Duties also involve overseeing billing, managing policy binding, preparing marketing submissions, and handling correspondence with carriers and customers regarding premium changes.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
116
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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