Commercial Lines Service Specialist - License Path & Growth

Legacy Risk Solutions, LLC; Alpharetta (GA); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan with company match

Flexible Spending Account

Life Insurance

Disability Insurance

PTO

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Organizational skills

Attention to detail

Written and verbal communication

Multitasking and prioritization

Problem-solving

Teamwork

Customer service

Educación

High school diploma or equivalent

Associate’s or Bachelor's degree preferred

Herramientas

Applied Epic

Microsoft Office

Microsoft Excel

Microsoft Outlook

Microsoft Word

Descripción del empleo

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.