JOB DETAILS
Associate Account Manager - Personal Lines
CompanyLegacy Risk Solutions LLC
LocationAlpharetta
Work ModeOn Site
PostedMay 26, 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
We are a full-service independent insurance agency seeking a detail-oriented and customer-focused Associate Account Manager to support our Insurance Producers in the sales and service of Personal Lines accounts. This role requires a strong understanding of personal insurance coverages, carrier guidelines, and client service standards. The ideal candidate will assist with both new and renewal business while delivering prompt, professional, and efficient service to clients and carrier partners.
- Maintain and update client database records
- Verify policy and account information for accuracy
- Assist with billing functions and correspondence with accounting
- Process policy changes, endorsements, and account maintenance requests
- Review and process inspections and inspection follow-up items
- Review and process cancellations and reinstatements
- Report and update claims activity
- Maintain accurate and consistent activity logs
- Manage and maintain current suspense items and follow-up tasks
- Utilize Agency Management Systems and integrated software efficiently
- Create and maintain Excel spreadsheets and reports
- Assist Producers with marketing and placement of new and renewal business
- Provide exceptional customer service to clients and carrier representatives
Requirements
- Working knowledge of AMS360 or Applied EPIC preferred
- Proficiency in Microsoft products
- Active P&C License required
- 1–2 years of experience in Personal Lines insurance preferred
- Strong communication, organizational, and multitasking skills
- Ability to work independently and collaboratively in a fast-paced environment
Key Skills
Personal Lines InsuranceCustomer ServiceAMS360Applied EPICMicrosoft OfficePolicy ProcessingAccount MaintenanceClaims ReportingP&C LicensingMultitaskingOrganizationCommunication
Categories
Finance & AccountingCustomer Service & SupportSalesAdministrative
Job Information
📋Core Responsibilities
Support Insurance Producers in the sales and service of Personal Lines accounts by managing policy changes, endorsements, and renewals. Maintain accurate client databases and provide professional service to clients and carrier partners.
📋Job Type
full time
📊Experience Level
0-2
💼Company Size
128
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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