Customer Service Agent

Legacy Risk Solutions LLC; Gainesville (GA); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

FSA

Life insurance

Disability insurance

Paid Time Off

Job summary

Legacy Risk Solutions LLC in Gainesville, GA is seeking a friendly, organized Customer Service Agent to be the first point of contact for our Personal Lines clients. You will answer calls, assist with routine policy changes, and support the Personal Lines team with day-to-day tasks.

This role uses Applied Epic and Microsoft Office to keep files accurate and up to date. You’ll route complex questions to the appropriate manager and maintain client documentation, ensuring smooth service delivery.

Qualifications

• High school diploma or equivalent.
• P&C insurance license required.
• Previous customer service, administrative, or insurance experience preferred.
• Personal Lines insurance experience is a plus.
• Experience with Applied Epic or similar agency management systems preferred.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and MS 365.

Responsibilities

• Answer incoming calls and assist current Personal Lines clients with questions about their policies.
• Help clients with routine policy changes, billing questions, payments, and other service requests.
• Process basic policy updates, endorsements, cancellations, and other account maintenance activities.
• Route complex coverage questions or policy issues to the appropriate Account Service Manager or Producer.
• Maintain accurate client and policy information in the agency management system.
• Review policy documents for accuracy and keep client files organized and up to date.
• Document client interactions and follow-up activities.
• Process mail, scan documents, and assist with general office and administrative tasks.
• Use Applied Epic, Microsoft Office, and other agency technology to support daily operations.
• Work closely with the Personal Lines team to provide excellent service to clients.
• Perform other duties and special projects as assigned.

Skills

Communication skills

Customer service

Organizational skills

Multitasking

Team player

Education

High school diploma or equivalent

Tools

Applied Epic

Microsoft Office

Job description

Customer Service Agent

Legacy Risk Solutions LLC Gainesville, Georgia, United States

About this position

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 friendly, organized, and customer-focused Personal Lines Client Service Agent to join our team. In this role, you will be the first point of contact for many of our personal insurance clients, answering phone calls, assisting with routine policy changes, and supporting the Personal Lines team with day-to-day administrative and service tasks. This position is ideal for someone who enjoys helping people, has strong attention to detail, and wants to build a career in the insurance industry.

What You'll Do

• Answer incoming calls and assist current Personal Lines clients with questions about their policies.
• Help clients with routine policy changes, billing questions, payments, and other service requests.
• Process basic policy updates, endorsements, cancellations, and other account maintenance activities.
• Route complex coverage questions or policy issues to the appropriate Account Service Manager or Producer.
• Maintain accurate client and policy information in the agency management system.
• Review policy documents for accuracy and keep client files organized and up to date.
• Document client interactions and follow-up activities.
• Process mail, scan documents, and assist with general office and administrative tasks.
• Use Applied Epic, Microsoft Office, and other agency technology to support daily operations.
• Work closely with the Personal Lines team to provide excellent service to clients.
• Perform other duties and special projects as assigned.

Requirements:

What We're Looking For

• High school diploma or equivalent required.
• Property & Casualty (P&C) insurance license required
• Previous customer service, administrative, or insurance experience preferred.
• Personal Lines insurance experience is a plus.
• Experience with Applied Epic or similar agency management systems preferred.
• Proficiency in Microsoft Office, including Outlook, Word, Excel, and Microsoft 365.
• Strong communication and customer service skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple tasks in a fast-paced environment.
• Positive attitude, willingness to learn, and a team-oriented mindset.

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Flexible Spending Account (FSA)
• Life insurance
• Short-term and long-term disability insurance
• 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.