Personal Lines Account Manager

Legacy Risk Solutions LLC; Augusta (GA); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

FSA

Life insurance

Disability coverage

PTO

Job summary

Legacy Risk Solutions LLC is seeking a detail-oriented Personal Lines Account Manager to manage the full lifecycle of client accounts, including new business, renewals, endorsements, and policy servicing. The role collaborates with producers and carriers to provide timely service and accurate policy administration.

You will support billing, endorsements, and document issuance while maintaining strong client relationships and ensuring compliant workflows across systems such as Applied Epic and

Qualifications

• Active Property & Casualty (P&C) license required.
• 2–3 years Personal Lines insurance or account management experience.
• High school diploma or equivalent; associate’s or bachelor’s degree preferred.
• Insurance designations (CISR, CIC) a plus.
• Experience with Applied Epic or similar AMS preferred.
• Proficiency in Microsoft Office; Excel/PowerPoint a plus.
• Strong knowledge of Personal Lines products and carrier workflows.
• Excellent customer service and communication skills.
• Strong organizational skills with multi-priority management.
• Self-motivated with ability to work independently and with teams.

Responsibilities

• Manage full lifecycle of Personal Lines accounts (new business, renewals, endorsements, servicing).
• Partner with Producers for renewal processes and coverage recommendations.
• Prepare marketing submissions and obtain competitive options from carriers.
• Process policy changes, renewals, audits, cancellations, and non-renewals with accuracy.
• Communicate with clients and carriers about updates, billing inquiries, and service requests.
• Assist with policy binding, premium collection, and billings support.
• Review policies and endorsements for accuracy and resolve discrepancies with carriers.
• Coordinate issuance of certificates and client documents.
• Order MVRs, loss runs, and underwriting documents as requested.
• Maintain electronic files in Applied Epic, ImageRight, and other systems.
• Support client retention through exceptional service and responsiveness.
• Perform other duties as assigned.

Skills

Customer service

Account management

Communication

Attention to detail

Organization

Time management

Client relationships

Education

High school diploma

Associate’s degree preferred

Bachelor’s degree preferred

Tools

Applied Epic

ImageRight

Microsoft Office

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 customer-focused Personal Lines Account Manager to join our team. This role is responsible for managing the full lifecycle of personal insurance accounts, including new business, renewals, policy servicing, endorsements, billing support, and day-to-day client service. Working closely with producers, carrier partners, and clients, the Personal Lines Account Manager plays a key role in delivering a seamless client experience while ensuring the timely and accurate servicing of policies.

The ideal candidate thrives in a fast-paced agency environment, enjoys building strong client relationships, and takes pride in delivering responsive, high-quality service while supporting client retention and agency growth.

What You’ll Do

• Manage the full lifecycle of Personal Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing.
• Partner with Producers to prepare for and manage the renewal process, including renewal meetings and coverage recommendations.
• Prepare marketing submissions and obtain competitive coverage options from carrier partners.
• Process policy endorsements, premium-bearing change requests, renewals, audits, cancellations, and non-renewals while ensuring accuracy and compliance.
• Communicate with clients and insurance carriers regarding policy updates, billing inquiries, coverage changes, and service requests.
• Assist with policy binding, premium collection, billing support, and audit processing.
• Review policies and endorsements for accuracy and resolve discrepancies with carriers as needed.
• Coordinate the issuance of certificates, policy documents, and other client deliverables.
• Order motor vehicle reports (MVRs), loss runs, and other underwriting documentation as requested.
• Maintain accurate electronic client files, documentation, and workflows within Applied Epic, ImageRight, and other agency systems.
• Support client retention by delivering exceptional service and proactively responding to client needs.
• Ensure all transactions are processed accurately, efficiently, and in compliance with agency and carrier guidelines.
• Perform other related duties and responsibilities as assigned.

Requirements

What We’re Looking For

• Active Property & Casualty (P&C) insurance license required.
• Minimum of 2–3 years of Personal Lines insurance or account management experience.
• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Insurance designations such as CISR, CIC, or similar are a plus.
• Experience with Applied Epic, or similar agency management systems preferred.
• Proficiency in Microsoft Office Suite; experience with Excel and PowerPoint is a plus.
• Strong knowledge of Personal Lines insurance products, policy servicing, and carrier workflows.
• Excellent customer service, verbal communication, and written communication skills.
• Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines.
• High attention to detail with a commitment to accuracy and quality.
• Self-motivated with the ability to work independently while collaborating effectively with producers, carriers, and team members.
• Demonstrated problem-solving skills, initiative, and an ownership mindset focused on delivering 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 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.