Summary
Legacy Risk Solutions is seeking candidates for the position of Commercial Lines Account Manager in its PointeNorth Insurance Division. The Commercial Lines Account Manager services clients by handling new business installations, renewals and the service needs of Middle Market clients (premium above $25k).
Essential Duties and Responsibilities
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 receives 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 ImageRight documentation and file labeling upkeep
Reviews returned policy checklists for changes & sends 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 2 years of insurance experience.
Proficiency in Microsoft Windows, Office 365, Word, and Excel.
Must have Agency Management System Experience. EPIC experience preferred.
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.
Benefits
Health, dental, and vision benefits package
Flexible Spending Account and 401k Plan with matching
Life Insurance, Short & Long Term Disability, Accident, Critical Illness, etc.
Generous PTO package
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
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Essential Duties and Responsibilities
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 receives 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 ImageRight documentation and file labeling upkeep
Reviews returned policy checklists for changes & sends 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 2 years of insurance experience.
Proficiency in Microsoft Windows, Office 365, Word, and Excel.
Must have Agency Management System Experience. EPIC experience preferred.
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.
Benefits
Health, dental, and vision benefits package
Flexible Spending Account and 401k Plan with matching
Life Insurance, Short & Long Term Disability, Accident, Critical Illness, etc.
Generous PTO package
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
#J-18808-Ljbffr