Account Manger- Commercial Lines and Team Lead at Legacy Risk Solutions LLC

Alpharetta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jun, 26

Salary

0.0

Posted On

17 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial Lines Insurance, Account Management, Team Leadership, Customer Service, Risk Management, Policy Installation, Renewals, Carrier Rating Platforms, Underwriting Guidelines, Marketing, Placement, Billing Oversight, Audit Management, Documentation, Microsoft Office 365, Agency Management System

Industry

Insurance

Description

Description Legacy Risk Solutions is seeking qualified candidates for the position of Commercial Lines Account Manager and Team Lead. We are a full-service independent insurance agency seeking an experienced customer service professional to support our Insurance Producers in the sales, marketing, and service of Commercial Lines accounts. In this role, the Commercial Lines Account Manager will be responsible for servicing Middle Market clients by managing new business installations, renewals, and ongoing service needs. The position requires a strong understanding of the various coverage components and risk management needs of each account, as well as familiarity with carrier rating platforms and underwriting guidelines. This individual will work closely with Producers to assist in the marketing and placement of both new and renewal business while ensuring prompt, accurate, and efficient customer service. In addition to client service responsibilities, the Account Manager will serve as a Team Lead overseeing a small group of employees, providing leadership, guidance, and support to ensure exceptional service delivery, operational efficiency, and adherence to agency standards. 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 documentation and file labeling upkeep Reviews returned policy checklists for changes & send changes to ASM The Commercial 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 4 years of insurance experience. Proficiency in Microsoft Windows, Office 365, Word, and Excel. Must have Agency Management System Experience. AMS360, EPIC and ImageRight experience preferred. Previous management or team lead experience required. 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.

Responsibilities

The Commercial Lines Account Manager is responsible for servicing Middle Market clients by managing new business installations, renewals, and ongoing service needs, while also serving as a Team Lead overseeing a small group of employees to ensure service delivery and operational efficiency. Key duties include conducting renewal processes, corresponding with carriers and customers, overseeing billing and collections, and managing policy binding.