Account Manager- Personal Lines
Legacy Risk Solutions, Fairhope, AL, United States
We’re a full-service independent insurance agency seeking a customer-focused and detail-oriented professional to support our Insurance Producers in the sales and service of Personal Lines accounts. In this role, you’ll build a deep understanding of each client’s coverage needs, along with carrier rating programs and underwriting guidelines, allowing you to deliver tailored insurance solutions. You’ll play a key role in marketing and placing both new and renewal business while providing prompt, accurate, and high-quality service that strengthens client relationships. This is a hybrid position offering a flexible blend of in-office collaboration and remote work.
Responsibilities
Manage the full lifecycle of Personal Lines accounts, including new business setup, renewals, and ongoing service
Coordinate renewal processes and collaborate with producers on strategy and client meetings
Communicate with clients through calls, emails, and written correspondence to ensure excellent service
Oversee billing and collections in partnership with producers
Prepare submissions for marketing and assist with placing coverage
Handle policy changes, endorsements, and premium-bearing transactions with carriers and clients
Manage policy binding for renewals (when not assigned to a centralized marketing team)
Address non-renewals and provide guidance to clients and producers
Support premium audits and communicate large audit changes
Maintain accurate documentation and file organization within Applied Epic
Review policy checklists and coordinate updates with internal support teams
Collect required documentation (LPRs) from clients
Perform other duties as assigned to support the team and client needs
Requirements
Active Property & Casualty Insurance License
Minimum of 2 years of insurance industry experience
High school diploma or equivalent required; college degree preferred
Experience with Applied Epic required
Proficiency in Microsoft Office (Word, Excel, Outlook)
Strong organizational skills with the ability to manage multiple priorities and deadlines
Excellent written and verbal communication skills
A proactive, self-starter mindset with strong attention to detail
Ability to work both independently and collaboratively in a team environment
Willingness to take initiative and contribute to process improvements
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Responsibilities
Manage the full lifecycle of Personal Lines accounts, including new business setup, renewals, and ongoing service
Coordinate renewal processes and collaborate with producers on strategy and client meetings
Communicate with clients through calls, emails, and written correspondence to ensure excellent service
Oversee billing and collections in partnership with producers
Prepare submissions for marketing and assist with placing coverage
Handle policy changes, endorsements, and premium-bearing transactions with carriers and clients
Manage policy binding for renewals (when not assigned to a centralized marketing team)
Address non-renewals and provide guidance to clients and producers
Support premium audits and communicate large audit changes
Maintain accurate documentation and file organization within Applied Epic
Review policy checklists and coordinate updates with internal support teams
Collect required documentation (LPRs) from clients
Perform other duties as assigned to support the team and client needs
Requirements
Active Property & Casualty Insurance License
Minimum of 2 years of insurance industry experience
High school diploma or equivalent required; college degree preferred
Experience with Applied Epic required
Proficiency in Microsoft Office (Word, Excel, Outlook)
Strong organizational skills with the ability to manage multiple priorities and deadlines
Excellent written and verbal communication skills
A proactive, self-starter mindset with strong attention to detail
Ability to work both independently and collaboratively in a team environment
Willingness to take initiative and contribute to process improvements
#J-18808-Ljbffr