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Account Manager- Commercial Lines at Legacy Risk Solutions LLC

Daphne, Alabama, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jul, 26

Salary

0.0

Posted On

06 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial lines insurance, Account management, Applied EPIC, Microsoft Office Suite, Client service, Policy review, Underwriting guidelines, Marketing, Risk assessment, Documentation compliance, Negotiation, Accounts receivable, Renewal management, Proposal preparation

Industry

Insurance

Description

Description We are a full-service independent insurance agency seeking an experienced Customer Service professional to support our Insurance Producers in the sales and service of Commercial Lines accounts. This role requires strong knowledge of coverage, attention to detail, and the ability to manage multiple priorities while delivering exceptional client service. The ideal candidate will be well-versed in carrier rating programs, underwriting guidelines, and the marketing and placement of both new and renewal business. Key Responsibilities: Partner with Producers to develop new business, close opportunities, and retain existing accounts Ensure all required documentation meets agency and carrier compliance standards Support the marketing and placement of new and renewal business Assist with negotiating policy terms, payment arrangements, and securing finance contracts Prepare professional proposals, spreadsheets, and client documentation Evaluate client operations and exposures through detailed coverage reviews Participate in client presentations and outreach efforts as needed Review policies, endorsements, audits, experience mods, and classifications; recommend corrections as needed Develop and maintain client spreadsheets (certificates, drivers, property schedules, equipment lists, etc.) Issue binders and initiate certificates and related documentation Proactively manage renewals, including reviews with Producers 120 days prior to expiration Communicate carrier and client issues to Producers in a timely manner Manage accounts receivable and collections; review balances monthly with Producers Requirements Experience with Applied EPIC agency management systems preferred Skilled in Microsoft Office Suite, including Outlook, Excel, Word, and Teams

Responsibilities

The Account Manager will partner with Producers to manage commercial lines accounts, including marketing new and renewal business and ensuring compliance. They are responsible for client documentation, policy reviews, and proactive management of renewals and accounts receivable.