Account Manager - Personal Lines at Legacy Risk Solutions LLC

Jasper, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jun, 26

Salary

0.0

Posted On

31 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

New Business Installations, Renewals, Client Service, Policy Binding, Marketing Submissions, Carrier Correspondence, Endorsements, Billing Oversight, Premium Changes, Non-Renewals, Certificate Issuance, Audits, Cancellations, MVR Requests, Loss Runs, Excel

Industry

Insurance

Description

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. 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 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 Collects LPR’s from clients Manages ImageRight documentation and file labeling upkeep Reviews returned policy checklists for changes and processes changes Coordinates all on-demand and renewal cert issuance Completes change request ordering from carrier Processes audits Checks endorsements from carrier for accuracy Processes cancellations (DB non pay, LPR’s , and non renewals) Handles premium bearing change requests and audits Completes MVR requests Orders loss runs when requested Performs other related duties and tasks as necessary or as assigned Requirements High School diploma or equivalent. College degree preferred. Insurance studies and designations are a plus. Active Accident, Property and Casualty Insurance License. Applied Epic experience a plus. Minimum 2-3 years of insurance experience. Proficiency in Excel and PowerPoint Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines. Good 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.

Responsibilities

The Personal Lines Account Manager services clients by managing new business installations, renewals, and general service needs, which includes handling client correspondence and overseeing policy billing and collections. This role also involves preparing marketing submissions, processing endorsements and premium changes, and managing documentation upkeep within the system.