Personal Lines Account Manager: Client-Focused Service

Legacy Risk Solutions, LLC; Asheville (NC); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Flexible Spending Account (FSA)

Life insurance coverage

Disability coverage

PTO

Job summary

Legacy Risk Solutions, LLC is seeking a Personal Lines Account Manager to oversee the full lifecycle of personal insurance accounts, including new business, renewals, endorsements, and policy servicing. The role partners with producers and carriers to deliver accurate, timely service and drive client satisfaction.

The ideal candidate will have 2–3 years in Personal Lines, a valid P&C license, and strong communication and organizational skills.

Qualifications

• Active Property & Casualty (P&C) license required.
• 2–3 years of Personal Lines insurance or account management experience.
• High school diploma or equivalent; 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; Excel and PowerPoint a plus.
• Strong knowledge of Personal Lines products, servicing, and carrier workflows.
• Excellent customer service, verbal and written communication skills.
• Exceptional organizational skills with ability to manage multiple priorities.
• Self-motivated with ability to work independently while collaborating with producers, carriers, and team.

Responsibilities

• Manage the full lifecycle of Personal Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing servicing.
• Partner with Producers to prepare for renewals, including renewal meetings and coverage recommendations.
• Prepare marketing submissions and obtain competitive coverage options from carrier partners.
• Process policy endorsements, premium changes, renewals, audits, cancellations, and non-renewals with accuracy and compliance.
• Communicate with clients and carriers regarding policy updates, billing inquiries, 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.
• Coordinate issuance of certificates, policy documents, and other client deliverables.
• Order MVRs, loss runs, and other underwriting documents as requested.
• Maintain accurate electronic client files and workflows in agency systems.

Skills

Client service

Communication skills

Organizational skills

Problem solving

Independent work

Team collaboration

Education

High school diploma

Associate or Bachelor’s degree preferred

Tools

Applied Epic

Excel

PowerPoint

Job description

Legacy Risk Solutions, LLC is seeking a Personal Lines Account Manager to oversee the full lifecycle of personal insurance accounts, including new business, renewals, endorsements, and policy servicing. The role partners with producers and carriers to deliver accurate, timely service and drive client satisfaction.

The ideal candidate will have 2–3 years in Personal Lines, a valid P&C license, and strong communication and organizational skills.