Account Manager - Commerical Lines

Legacy Risk Solutions; Gainesville (GA); Hybrid; USD 50,000 - 70,000; Full time

Job summary

An independent insurance agency in Gainesville, Georgia, is seeking a detail-oriented professional to support Insurance Producers with Commercial Lines accounts. Responsibilities include managing renewals, client communications, and billing. Candidates should possess an active Property & Casualty Insurance License and at least 4 years of experience in Commercial Lines insurance. The role offers hybrid flexibility to work both remotely and on-site, emphasizing high-quality service and teamwork.

Qualifications

• Must have an active Property & Casualty Insurance License.
• Minimum of 4 years of experience in Commercial Lines insurance.
• Real estate industry experience is preferred.

Responsibilities

• Manage the renewal process and collaborate with Producers.
• Communicate with clients regarding service needs.
• Oversee billing and assist with collections.

Skills

Customer-focused

Strong communication skills

Detail-oriented

Proficiency in Microsoft Office

Highly organized

Education

Active Property & Casualty Insurance License

4 years of Commercial Lines insurance experience

Tools

Applied Epic

Job description

Overview

We’re a full-service independent insurance agency seeking a detail-oriented, customer-focused professional to support our Insurance Producers in the sales and service of Commercial Lines accounts. In this role, you’ll be responsible for servicing client accounts, including new business implementation, renewals, and ongoing account support. You’ll build a deep understanding of each client’s coverage needs while navigating carrier rating programs and underwriting guidelines, and play a critical part in marketing, placing, and servicing both new and renewal business. Delivering timely, accurate, and high-quality service to clients and internal partners is essential. This is a hybrid position offering both in-office and remote flexibility.

Responsibilities

• Manage the renewal process, including preparing accounts and collaborating with Producers on strategy and client meetings
• Communicate with clients and carriers via phone and written correspondence to support service needs
• Oversee billing and assist with collections in partnership with Producers
• Handle policy binding for renewals (as applicable) and prepare submissions for marketing
• Process endorsements and manage premium-bearing change requests with carriers and clients
• Address non-renewals in collaboration with Producers and clients
• Organize and maintain master certificates, ensuring all endorsements are properly attached
• Collect loss runs (LPRs) and manage audit-related communications, including large premium increases
• Maintain accurate and organized documentation within ImageRight and the agency management system
• Review policy changes and coordinate updates with internal teams
• Support additional tasks and responsibilities as needed

Requirements

• Active Property & Casualty Insurance License
• Minimum of 4 years of Commercial Lines insurance experience
• Real estate industry experience preferred
• E&S (Excess & Surplus) lines experience preferred
• Proficiency in Microsoft Office (Word, Excel, Office 365)
• Experience with Applied Epic (required)
• Strong communication skills, both written and verbal
• Highly organized with the ability to manage multiple priorities and meet deadlines
• Self-motivated, proactive, and able to work independently with minimal supervision
• Detail-oriented with a strong sense of ownership and accountability
• Collaborative mindset with a focus on teamwork and continuous improvement