Account Service Manager - CL

Legacy Risk Solutions; Augusta (GA); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Flexible Spending Account (FSA)

Life insurance coverage

Disability coverage

Accident and critical illness options

Generous Paid Time Off (PTO)

Job summary

Legacy Risk Solutions is seeking a detail-oriented Commercial Lines Account Service Manager to support our Commercial Lines service team. This role provides administrative and operational support, ensuring accurate policy transactions, client documentation, and agency workflows.

The ideal candidate is organized, collaborates well, and is committed to delivering exceptional internal and external service. Legacy supports professional development, including obtaining a P&C license and opportunities

Qualifications

• Requires a high school diploma or equivalent; degree preferred.
• Ability to obtain a Property & Casualty license within 90 days.
• Experience in insurance, administrative, customer service, or office support is preferred.
• Experience with Applied Epic or similar agency management systems is a plus.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook).
• Strong organizational skills with attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Self-motivation with problem-solving skills and willingness to learn new systems.
• Team-oriented with commitment to collaboration and client service.

Responsibilities

• Support Commercial Lines Account Managers with policy transactions and day-to-day administrative tasks.
• Answer client calls and assist with service requests while delivering exceptional customer service.
• Process policy changes, endorsements, renewals, cancellations, and other account maintenance tasks.
• Maintain accurate client and policy information in the agency management system.
• Verify policy documents and account information for completeness and accuracy.
• Coordinate billing activities and collaborate with Accounting as needed.
• Process mail and maintain organized electronic client files.
• Scan, upload, and manage documents in agency systems with notes and suspense items.
• Prepare and maintain spreadsheets and reports for the Commercial Lines team.
• Utilize Applied Epic and other agency technology to support workflow.
• Collaborate with team members to improve processes and ensure a consistent client experience.
• Perform additional duties and special projects as assigned.

Skills

Strong organizational skills

Excellent written and verbal коммуника

Microsoft Office Suite (Excel, Word, &

Problem solving

Team-oriented

Customer service

License readiness (P&C) within 90 days

Education

High school diploma or equivalent

Associate's or bachelor's degree preferred

Tools

Applied Epic

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 a detail-oriented and motivated Commercial Lines Account Service Manager to support our Commercial Lines service team. This role provides administrative and operational support to Account Managers while ensuring the accurate and timely processing of policy transactions, client documentation, and agency workflows.

This position is an excellent opportunity for someone looking to build a long-term career in the insurance industry. The ideal candidate is highly organized, enjoys working in a collaborative environment, and is committed to delivering exceptional internal and external customer service. Legacy Risk Solutions supports professional development, including obtaining a Property & Casualty insurance license and opportunities for career advancement within the organization.

What You’ll Do

• Support Commercial Lines Account Managers by processing policy transactions and providing day-to-day administrative support.
• Answer incoming client calls and assist with service requests while delivering exceptional customer service.
• Process policy changes, endorsements, renewals, cancellations, and other account maintenance transactions accurately and efficiently.
• Maintain accurate client and policy information within the agency management system.
• Verify policy documents and account information to ensure completeness and accuracy.
• Coordinate billing-related activities and collaborate with the Accounting team as needed.
• Process incoming and outgoing mail and maintain organized electronic client files.
• Scan, upload, and manage documentation within agency systems while maintaining accurate activity notes and suspense items.
• Prepare and maintain spreadsheets, reports, and other documentation to support the Commercial Lines team.
• Utilize Applied Epic and other agency technology to support efficient workflow management.
• Collaborate with team members to improve processes and deliver a consistent client experience.
• Perform additional duties and special projects as assigned.

Requirements

What We’re Looking For

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Ability to obtain a Property & Casualty (P&C) insurance license within 90 days of employment.
• Previous insurance, administrative, customer service, or office support experience preferred.
• Experience with Applied Epic or similar agency management systems is a plus.
• Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
• Self-motivated with strong problem-solving skills and a willingness to learn new systems and processes.
• Team-oriented mindset with a commitment to collaboration, continuous improvement, and exceptional client service.

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.