Account Service Manager - Transportation

Legacy Risk Solutions LLC; Gainesville (GA); On-site; USD 40,000 - 56,000; Full time

Job summary

Legacy Risk Solutions LLC seeks an Insurance Processor in Gainesville, GA to handle accurate insurance forms and documents while supporting team members. The role works closely with Account Managers and requires initiative and independent problem-solving.

Responsibilities include handling calls, updating client databases, issuing certificates, mail processing, and maintaining records. Proficiency with Microsoft Office and strong communication skills are essential for success.

Qualifications

• High school diploma or equivalent required.
• P&C insurance license preferred; must be obtained within 90 days.
• Proficiency with Microsoft Word, Excel, Teams, and Outlook.
• Strong written and verbal communication and organizational skills.
• Ability to multitask, meet deadlines, and work with minimal supervision.
• Detail-oriented with strong problem-solving abilities.
• Team-oriented with initiative and ownership.

Responsibilities

• Answer and direct incoming customer calls.
• Maintain and update client database; verify policy information.
• Coordinate certificate issuance and renewals.
• Process and distribute incoming/outgoing mail.
• Perform scanning, document storage, and recordkeeping.
• Maintain consistent activity and suspense logs.
• Utilize agency management systems and integrated software effectively.
• Create and maintain Excel spreadsheets.
• Perform additional related duties as assigned.

Skills

Multitasking

Detail-oriented

Team player

Organizational skills

Problem solving

Microsoft Office

Education

High school diploma

Tools

Word

Excel

Teams

Outlook

Job description

Description

We are an independent insurance agency seeking an Insurance Processor to handle accurate, professional insurance forms and documents while supporting team members. This role works closely with Account Managers but also requires independent problem-solving and initiative.

Duties include, but not limited to:

• Answer and direct incoming customer calls
• Maintain and update client database; verify policy and account information
• Coordinate certificate issuance (on-demand and renewals)
• Process and distribute incoming/outgoing mail
• Perform scanning, document storage, and recordkeeping
• Maintain consistent activity and suspense logs
• Utilize agency management systems and integrated software effectively
• Create and maintain Excel spreadsheets
• Perform additional related duties as assigned

Requirements

• High school diploma or equivalent required
• Property & Casualty (P&C) insurance license preferred; required within 90 days of employment
• Proficiency in Microsoft products a plus (Word, Excel, Teams, Outlook)
• Strong communication (written and verbal) and organizational skills
• Ability to multitask, meet deadlines, and work with minimal supervision
• Detail-oriented with strong problem-solving ability
• Team-oriented with initiative and ownership of responsibilities