Personal Lines Account Manager — Client Service & Growth

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

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.