Account Service Manager - PL

Paylocity; Gainesville, Northern (GA, KY); Hybrid; USD 48,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Flexible Spending Account (FSA)

Life insurance coverage

Short-term and long-term disability

Generous PTO

Job summary

Legacy Risk Solutions in Gainesville, GA, seeks a Personal Lines Account Service Manager to support the Personal Lines team. You will handle policy transactions, client inquiries, and account workflows while delivering outstanding service to clients.

A P&C license is preferred or obtainable within 90 days, with growth opportunities in a collaborative agency environment. Strong organizational skills, attention to detail, and proficiency with Applied Epic and Microsoft Office are essential.

Qualifications

• High school diploma or equivalent required.
• P&C license preferred or ability to obtain within 90 days of employment.
• Experience in insurance, customer service, or administrative roles preferred.
• Personal Lines experience is a plus.
• Experience with Applied Epic or similar agency management systems preferred.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); PowerPoint a plus.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.

Responsibilities

• Provide exceptional customer service via phone, email, and in person.
• Assist clients with billing questions, payments, and policy servicing.
• Process policy transactions, endorsements, cancellations, audits, and other account maintenance.
• Maintain accurate client and policy information in the agency management system.
• Verify policy documents and client information for accuracy and completeness.
• Coordinate issuance of certificates and client deliverables.
• Order MVRs, loss runs, and underwriting documents as requested.
• Review endorsements and escalate complex changes to senior staff when needed.
• Process mail, scan documents, and maintain complete client files.
• Maintain activity notes, suspense items, and workflow documentation.
• Utilize Applied Epic and Microsoft Office to support daily operations.
• Prepare and maintain reports and spreadsheets for team operations.
• Collaborate to improve workflows and client service.

Skills

Customer service

Administrative support

Communication skills

Attention to detail

Team worker

Education

High school diploma

Property & Casualty license

Tools

Applied Epic

Microsoft Office

Excel

Word

Outlook

PowerPoint

Job description

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 customer-focused Personal Lines Account Service Manager to join our growing team. This role provides administrative and service support to the Personal Lines team by ensuring policy transactions, client requests, and agency workflows are completed accurately and efficiently while delivering an exceptional client experience. This position offers an excellent opportunity for someone looking to build a long-term career in the insurance industry. The ideal candidate is organized, proactive, and enjoys working in a collaborative, fast-paced agency environment. Legacy Risk Solutions supports professional growth, including obtaining a Property & Casualty (P&C) insurance license and opportunities for career advancement within the organization.

What You’ll Do

• Provide exceptional customer service by responding to client inquiries via phone, email, and in person.
• Assist clients with billing questions, payments, policy servicing, and general account inquiries.
• Support the Personal Lines team by processing policy transactions, endorsements, cancellations, audits, and other account maintenance activities.
• Maintain accurate client and policy information within the agency management system.
• Verify policy documents and account information to ensure accuracy and completeness.
• Coordinate the issuance of certificates, policy documents, and other client deliverables.
• Order policy change requests, motor vehicle reports (MVRs), loss runs, and other underwriting documentation as requested.
• Review endorsements and supporting documentation while escalating complex policy changes, premium-bearing transactions, and audits to Account Managers or Producers when appropriate.
• Process incoming and outgoing mail, scan and organize electronic documents, and maintain complete client files.
• Maintain accurate activity notes, suspense items, and workflow documentation within agency management systems.
• Utilize Applied Epic, Microsoft Office, and other agency technology to support efficient daily operations.
• Prepare and maintain reports and spreadsheets to support team operations.
• Collaborate with team members to improve workflows, enhance operational efficiency, and deliver exceptional client service.
• Perform additional duties and special projects as assigned.

Requirements

What We’re Looking For

• High school diploma or equivalent required.
• Property & Casualty (P&C) insurance license preferred or the ability to obtain within 90 days of employment.
• Previous insurance, customer service, or administrative experience preferred.
• Personal Lines insurance experience is a plus.
• Experience with Applied Epic or similar agency management systems preferred.
• Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Microsoft 365; PowerPoint experience is a plus.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong problem-solving skills with the ability to work independently and exercise sound judgment.
• Team-oriented mindset with a commitment to collaboration, continuous improvement, and exceptional client service.
• Self-motivated with an ownership mentality and a desire to learn, grow, and contribute to the success of the Personal Lines team.

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.