Personal Lines Account Manager - Client Growth & Service

Legacy Risk Solutions LLC; Asheville (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

FSA

Life insurance

Disability insurance

PTO

Job summary

Legacy Risk Solutions is seeking a detail‑oriented Personal Lines Account Manager to manage the full lifecycle of personal insurance accounts. You will work with producers, carriers, and clients to deliver accurate servicing, renewals, endorsements, and policy changes while maintaining strong client relationships.

The role emphasizes timely submissions, compliance, and proactive client service in a fast-paced agency environment, with benefits including health coverage and 401(k).

Qualifications

• Active Property & Casualty license required.
• 2–3 years of Personal Lines insurance or account management experience.
• High school diploma or equivalent; higher education preferred.
• Insurance designations (CISR, CIC) a plus.
• Experience with Applied Epic or similar AMS preferred.
• Proficiency with MS Office; Excel/PowerPoint a plus.
• Strong interpersonal and written communication skills.
• Detail-oriented with the ability to manage multiple tasks.

Responsibilities

• Manage full lifecycle of Personal Lines accounts from new business to servicing.
• Coordinate renewals, endorsements, and policy changes with producers and carriers.
• Prepare submissions and obtain competitive coverage options.
• Process endorsements, billing, audits, cancellations, and non-renewals accurately.
• Communicate policy updates and service requests to clients and carriers.
• Assist with binding, premium collection, and audit processing.
• Review policies for accuracy and resolve discrepancies with carriers.
• Coordinate issuance of certificates and client documents.
• Order MVRs, loss runs, and underwriting documents as needed.
• Maintain electronic client files in AMS and workflows.

Skills

P&C license

2–3 years Personal Lines

Customer service

Communication (verbal/written)

Organizational skills

Attention to detail

Independent with collaboration

Applied Epic experience

MS Office (Excel/PowerPoint)

Policy servicing & renewals

Education

High school diploma or equivalent

Associate/Bachelor’s degree preferred

Insurance designations (CISR, CIC) a plus

Tools

Applied Epic

Microsoft Office

Excel

PowerPoint

Job description

Legacy Risk Solutions is seeking a detail‑oriented Personal Lines Account Manager to manage the full lifecycle of personal insurance accounts. You will work with producers, carriers, and clients to deliver accurate servicing, renewals, endorsements, and policy changes while maintaining strong client relationships.

The role emphasizes timely submissions, compliance, and proactive client service in a fast-paced agency environment, with benefits including health coverage and 401(k).