Account Manager- Commercial Lines

Legacy Risk Solutions; Augusta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Match

FSA

Life Insurance

Disability Insurance

PTO

Job summary

Legacy Risk Solutions is seeking an experienced Commercial Lines Account Manager to join our growing team. You will manage the full lifecycle of commercial insurance accounts, collaborating with Producers to deliver strategic risk management and exceptional client service.

This role supports client retention, account growth, and accurate servicing of policies while building trusted relationships with clients, carriers, and internal teams.

Qualifications

• Active Property & Casualty (P&C) license required.
• Minimum of four years of Commercial Lines insurance or account management experience.
• Experience with Applied Epic or a similar agency management system required.
• Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and Teams.

Responsibilities

• Manage the full lifecycle of Commercial Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing servicing.
• Partner with Producers to develop renewal strategies and identify opportunities to strengthen client relationships and expand coverage.
• Serve as the primary contact for clients, addressing inquiries and providing consultative service.
• Prepare applications and market new and renewal business to insurance carrier partners.
• Review carrier proposals and policy documents for accuracy and coverage recommendations.
• Process policy endorsements, renewals, cancellations, and audits while ensuring compliance.
• Coordinate policy binding, billing inquiries, and renewal activities.
• Collect loss information, order loss runs, and maintain client records.
• Maintain complete electronic files within Applied Epic and other systems.
• Build relationships with underwriters and partners to support retention.
• Deliver exceptional client service with accurate, timely transactions.

Skills

Active P&C license

Commercial Lines experience

Customer service

Communication skills

Organizational skills

Independent work

Team collaboration

Attention to detail

Client relationship management

Tools

Applied Epic

Office 365

Job description

About Legacy Risk Solutions
Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners.

Description
About Legacy Risk Solutions
Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals. Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners.

Position Summary
Legacy Risk Solutions is seeking an experienced Commercial Lines Account Manager to join our growing team. This role is responsible for managing the full lifecycle of commercial insurance accounts, partnering with Producers to deliver strategic risk management solutions and exceptional client service.

This role plays a key part in client retention, account growth, and ensuring the timely and accurate servicing of commercial insurance policies while building trusted relationships with clients, carrier partners, and internal teams.

What You’ll Do

• Manage the full lifecycle of Commercial Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing.
• Partner with Producers to develop renewal strategies, prepare for client meetings, and identify opportunities to strengthen client relationships and expand coverage.
• Serve as the primary point of contact for clients, providing responsive, consultative service and resolving coverage, policy, and billing inquiries.
• Prepare applications and market new and renewal business to insurance carrier partners.
• Review carrier proposals and policy documents to ensure accuracy, completeness, and appropriate coverage recommendations.
• Process policy endorsements, renewals, cancellations, premium audits, and policy changes while maintaining compliance with agency and carrier guidelines.
• Coordinate policy binding, billing inquiries, premium audits, and non-renewal activities.
• Collect loss information, order loss runs, and maintain accurate client records and documentation.
• Maintain complete and organized electronic files within Applied Epic and other agency management systems.
• Build strong working relationships with carrier underwriters and business partners to support successful account management and client retention.
• Deliver exceptional client service while ensuring all transactions are completed accurately, efficiently, and on time.

Requirements
What We’re Looking For

• Active Property & Casualty (P&C) insurance license required.
• Minimum of four years of Commercial Lines insurance or account management experience.
• Experience with Applied Epic or a similar agency management system required.
• Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and Teams.
• Strong knowledge of Commercial Lines insurance products, policy servicing, and carrier underwriting practices.
• Excellent communication, relationship-building, and customer service skills.
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment.
• High attention to detail and commitment to accuracy.
• Self-motivated with the ability to work independently while collaborating effectively with Producers, carrier partners, and internal teams.
• Professional, solutions-oriented mindset with a commitment to delivering exceptional client experiences.

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible Spending Account (FSA)
• Life insurance coverage
• Short-term and long-term disability coverage
• Accident and critical illness insurance options
• Generous Paid Time Off (PTO)

Equal Opportunity Employer
Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds.