Personal Lines Account Manager

Legacy Risk Solutions; Augusta (GA); On-site; USD 50,000 - 70,000; 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 is seeking a detail-oriented Personal Lines Account Manager to manage full lifecycle of personal insurance accounts. You will work closely with producers, carriers, and clients to ensure timely, accurate servicing, renewals, and policy changes.

The ideal candidate has a P&C license and 2–3 years in Personal Lines, with strong communication and organizational skills. A proactive, client-focused approach supports retention and agency growth.

Qualifications

• Active Property & Casualty license required.
• 2-3 years of Personal Lines insurance or account management experience.
• High school diploma or equivalent; associate/bachelor preferred.
• Insurance designations (CISR, CIC) a plus.
• Experience with Applied Epic or similar AMS preferred.
• Proficiency in Microsoft Office; Excel/PowerPoint a plus.
• Strong customer service and communication skills.
• Excellent organization and deadline management.
• Independent work ethic with teamwork in collaboration with producers and carriers.

Responsibilities

• Manage full lifecycle of Personal Lines accounts including renewals and servicing.
• Collaborate with Producers to prepare renewals and coverage recommendations.
• Prepare marketing submissions and obtain options from carriers.
• Process endorsements, billing changes, renewals, audits, and cancellations.
• Communicate policy updates and service requests with clients and carriers.
• Assist with policy binding, premium collection, and audits.
• Review policies to ensure accuracy and resolve discrepancies with carriers.
• Coordinate issuance of certificates and client documents.
• Order MVRs, loss runs, and underwriting documentation as requested.
• Maintain electronic client files and workflows in agency systems.
• Support client retention by delivering exceptional service.
• Ensure transactions are accurate, compliant with guidelines.

Skills

Customer service

Verbal communication

Written communication

Multi-tasking

Independent work

Problem solving

Education

High school diploma or equivalent

Associate’s degree

Bachelor’s degree

Tools

Applied Epic

Excel

PowerPoint

Job 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.

Job Type

Full-time

Description

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.