Commercial Lines Account Manager – Client Growth & Service

Legacy Risk Solutions; Atlanta (GA); On-site; USD 70,000 - 100,000; 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

Accident and critical illness options

Generous Paid Time Off (PTO)

Job summary

Legacy Risk Solutions in Georgia is seeking a Commercial Lines Account Manager to oversee the full lifecycle of client accounts, collaborating with Producers to deliver risk management solutions and exceptional service.

You will manage renewals, endorsements, and carrier communications, maintain organized client files in Applied Epic, and build trusted relationships with clients and partner carriers in a fast-paced agency setting.

Qualifications

• Active Property & Casualty (P&C) license required.
• 4+ years of Commercial Lines insurance or account management experience.
• Experience with Applied Epic or a similar agency management system.
• Proficiency in Outlook, Word, Excel, and Teams.
• Strong knowledge of Commercial Lines products and carrier underwriting.
• Excellent communication, relationship-building, and customer service skills.
• Strong organizational and time management skills in a fast-paced environment.
• High attention to detail and accuracy.
• Self-motivated with ability to work independently while collaborating with Producers and partners.
• Professional, solutions-oriented mindset focused on client experiences.

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 expand coverage.
• Serve as the primary point of contact for clients and resolve inquiries.
• Prepare applications and market new and renewal business to carriers.
• Review proposals and policy documents for accuracy and coverage.
• Process endorsements, renewals, cancellations, and premium audits.
• Coordinate policy binding, billing inquiries, and non-renewal activities.
• Collect loss information, order loss runs, and maintain client records.
• Maintain organized electronic files within Applied Epic and other AMS.
• Build strong relationships with underwriters and carrier partners.
• Deliver exceptional service with accurate, timely transactions.

Skills

Communication

Customer service

Time management

Attention to detail

Collaboration

Relationship building

Commercial Lines knowledge

Self-motivation

Tools

Applied Epic

Microsoft Office 365

Job description

Legacy Risk Solutions in Georgia is seeking a Commercial Lines Account Manager to oversee the full lifecycle of client accounts, collaborating with Producers to deliver risk management solutions and exceptional service.

You will manage renewals, endorsements, and carrier communications, maintain organized client files in Applied Epic, and build trusted relationships with clients and partner carriers in a fast-paced agency setting.