Personal Lines Account Manager: Client-Centric Growth

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

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