Account Manager - Commercial Lines- Middle Market
Legacy Risk Solutions, Atlanta, GA, United States
Overview
Legacy Risk Solutions is seeking a skilled and motivated Commercial Lines Account Manager to join our PointeNorth Insurance Division. We are a full‑service independent insurance agency looking for a detail‑oriented, customer‑focused professional to support our Insurance Producers in the sales and service of Middle Market Commercial Lines accounts (premium volume above $25k). In this role, you will manage new business implementation, renewals, and ongoing account service while building a strong understanding of each client’s coverage needs. You’ll navigate carrier rating programs and underwriting guidelines, and play a key role in marketing, placing, and servicing both new and renewal business. Success in this role requires delivering timely, accurate, and high‑quality service to clients and internal partners. This is a hybrid position offering both in‑office and remote flexibility.
Responsibilities
Lead and manage the renewal process, including collaboration and meetings with producers
Serve as a primary point of contact for client communication via phone and email
Oversee billing and collections for agency‑billed (AB) policies in partnership with producers
Manage policy binding for renewals (unless directed to the centralized marketing team)
Prepare and submit applications for marketing to carriers
Handle endorsements and premium‑bearing policy changes with carriers and clients
Coordinate and respond to non‑renewals alongside producers and clients
Organize master certificates and ensure all endorsements are properly attached
Collect Loss Pick Reports (LPRs) from clients
Manage premium audits and communicate significant audit changes
Maintain accurate documentation and file organization within ImageRight
Review policy checklists and coordinate updates with the Account Service Manager (ASM)
Perform additional duties and responsibilities as assigned
Requirements
High school diploma or equivalent required; bachelor’s degree preferred
Active Property & Casualty Insurance License
Minimum of 4 years of insurance industry experience
Experience with Applied Epic agency management system required
Proficiency in Microsoft Office (Word, Excel, Office 365)
Strong organizational skills with the ability to manage multiple priorities and deadlines
Excellent written and verbal communication skills
Self‑motivated with a strong sense of ownership and accountability
Detail‑oriented with a commitment to accuracy
Collaborative mindset with a focus on teamwork and continuous improvement
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Responsibilities
Lead and manage the renewal process, including collaboration and meetings with producers
Serve as a primary point of contact for client communication via phone and email
Oversee billing and collections for agency‑billed (AB) policies in partnership with producers
Manage policy binding for renewals (unless directed to the centralized marketing team)
Prepare and submit applications for marketing to carriers
Handle endorsements and premium‑bearing policy changes with carriers and clients
Coordinate and respond to non‑renewals alongside producers and clients
Organize master certificates and ensure all endorsements are properly attached
Collect Loss Pick Reports (LPRs) from clients
Manage premium audits and communicate significant audit changes
Maintain accurate documentation and file organization within ImageRight
Review policy checklists and coordinate updates with the Account Service Manager (ASM)
Perform additional duties and responsibilities as assigned
Requirements
High school diploma or equivalent required; bachelor’s degree preferred
Active Property & Casualty Insurance License
Minimum of 4 years of insurance industry experience
Experience with Applied Epic agency management system required
Proficiency in Microsoft Office (Word, Excel, Office 365)
Strong organizational skills with the ability to manage multiple priorities and deadlines
Excellent written and verbal communication skills
Self‑motivated with a strong sense of ownership and accountability
Detail‑oriented with a commitment to accuracy
Collaborative mindset with a focus on teamwork and continuous improvement
#J-18808-Ljbffr