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Account Service Manager - PL at Legacy Risk Solutions LLC

Gainesville, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

04 Aug, 26

Salary

0.0

Posted On

06 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance Processing, Customer Service, Billing Management, Policy Maintenance, Data Entry, Microsoft Excel, Communication, Organization, Problem Solving, Multitasking, Recordkeeping, Agency Management Systems

Industry

Insurance

Description

Description We are an independent insurance agency seeking an Insurance Processor to handle accurate, professional insurance forms and documents while supporting team members. This role works closely with Account Managers but also requires independent problem-solving and initiative. Duties include, but are not limited to: Answer and direct incoming customer calls; greet and assist walk-in clients with payment and billing questions Maintain and update client database; verify policy and account information Handle billing functions and correspondence with accounting Process policy changes, maintenance, endorsements, cancellations, and audits (within guidelines) Coordinate certificate issuance (on-demand and renewals) Order change requests, MVRs, and loss runs as needed Review endorsements and send policies for third-party checks Escalate complex or premium-bearing changes and audits to Account Managers or Producers Process and distribute incoming/outgoing mail Perform scanning, document storage, and recordkeeping Maintain consistent activity and suspense logs Utilize agency management systems and integrated software effectively Create and maintain Excel spreadsheets Perform additional related duties as assigned Requirements High school diploma or equivalent required Property & Casualty (P&C) insurance license preferred; required within 90 days of employment Personal Lines insurance experience is a plus Proficiency in Excel (PowerPoint is a plus) Strong communication (written and verbal) and organizational skills Ability to multitask, meet deadlines, and work with minimal supervision Detail-oriented with strong problem-solving ability Team-oriented with initiative and ownership of responsibilities

Responsibilities

The role involves processing insurance forms, policy changes, and endorsements while maintaining client databases. It also includes handling customer calls, billing inquiries, and coordinating certificate issuance.