Service and Engagement Manager at Legacy Risk Solutions LLC

Atlanta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Sep, 26

Salary

0.0

Posted On

13 Jun, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Team Leadership, Employee Engagement, Performance Management, Succession Planning, Operational Oversight, Coaching, Mentoring, Applied Epic, Client Service, Workflow Optimization, Strategic Thinking, Emotional Intelligence

Industry

Insurance

Description

Description This 100% in-office role is responsible for leading and strengthening the Commercial Lines and Personal Lines service teams within the Pointe North offices. The Pointe North Service and Engagement Manager is responsible for developing Team Leads, building a high-performing service culture, improving employee engagement, creating accountability, and ensuring operational consistency across the organization. The role will support, mentor, and develop Team Leads, Account Managers, Account Service Managers, and support staff while creating a sustainable leadership structure that supports long-term growth. This is a hands-on leadership role with accountability for service performance, staff development, workflow execution, and cultural alignment. Direct oversight will primarily occur through Team Leads, with an emphasis on leadership development and succession planning. Key Responsibilities Team Leadership & Development In conjunction with HR and agency managers/leads, hire, onboard, and train new Account Managers, Account Service Managers, and support staff. Conduct performance reviews, deliver feedback, and create clear growth paths for each team member, as appropriate depending on agency structure. Actively mentor and coach staff, ensuring strong technical knowledge and client service skills. Establish clear expectations for workflows, responsiveness, and service quality. Serve as a resource for resolving escalated client, service, and employee issues. Team Lead Development Coach and develop Team Leads to become effective leaders, mentors, and decision makers. Establish consistent leadership expectations across all teams. Conduct regular one-on-one meetings focused on leadership development, accountability, and employee engagement. Create succession plans and identify future leaders within the organization. Build leadership bench strength to support long-term agency growth. Operational Oversight Reinforce agency workflows, processes, and standards in the Pointe North offices. Monitor agency management system (EPIC) reports, activity logs, and expirations to ensure the team stays current. Work with the Team Leads to keep Account Manager books balanced so as to avoid burnout or underutilization in staff. Maintain a high level of service consistency and customer engagement across all offices and teams. Leadership Role Serve as the primary leadership resource for Team Leads and future leaders within the service organization. Establish a leadership cadence that promotes accountability, communication, and employee development. Help create a culture where employees understand expectations, receive regular feedback, and have clear career paths. Partner with office leadership to shape the Commercial Lines and Personal Lines vision and growth strategy. Promote and participate in team engagement events and initiatives. Expectations of This Role Place an emphasis on and act with Integrity, Compassion, and Accountability – the core values of Legacy Risk Solutions Be visible and accessible: Know your people, their strengths, weaknesses, and workload. Lead by example: Model professionalism, responsiveness, and technical expertise. Develop Leaders: Invest in Team Leads and emerging leaders to ensure the organization can grow without becoming depend on a few key individuals. Create team accountability: Everyone knows what’s expected, and results are tracked. Drive efficiency: Streamline processes and remove roadblocks. Build bench strength: Develop future leaders and technical experts from within. Protect and grow the brand: Ensure clients receive a consistent, high-quality experience. Requirements 10+ years of Commercial Lines and/or Personal Lines account manager and/or leadership expertise; ability to step into complex placements and service issues. Background in leadership (managing teams, coaching talent, building culture). High emotional intelligence and solution-oriented attitude. Comfort with metrics, reporting, and agency technology, including hands on experience with Applied Epic. Strategic thinker who can balance people, process, and production priorities. P&C license required; advanced designations preferred.

Responsibilities

Lead and strengthen Commercial and Personal Lines service teams by developing Team Leads and building a high-performing service culture. Oversee operational consistency, workflow execution, and staff development to support long-term agency growth.