Commercial Lines Account Service Manager

Legacy Risk Solutions; Alpharetta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan with company match

Flexible Spending Account

Life Insurance

Disability Insurance

PTO

Job summary

Legacy Risk Solutions is seeking a detail-oriented Commercial Lines Account Service Manager to support our Commercial Lines team in Georgia. The role focuses on processing policy transactions, maintaining client files, and ensuring accurate documentation across agency systems.

The ideal candidate will be highly organized, customer-service oriented, and capable of handling multiple tasks in a fast-paced environment.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Organizational skills

Attention to detail

Written and verbal communication

Multitasking and prioritization

Problem-solving

Teamwork

Customer service

Education

High school diploma or equivalent

Associate’s or Bachelor's degree preferred

Tools

Applied Epic

Microsoft Office

Microsoft Excel

Microsoft Outlook

Microsoft Word

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 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 optionsGenerous 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.