Personal Lines Account Manager — Client Service Leader

Legacy Risk Solutions; Asheville (NC); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical insurance

401(k) plan

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, including new business, renewals, endorsements, billing support, and client service.

Working with producers, carrier partners, and clients, you will ensure accurate servicing and timely deliverables while supporting client retention and agency growth.

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/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/PowerPoint a plus.
• Strong knowledge of Personal Lines products, servicing, and carrier workflows.
• Excellent customer service and communication skills.
• Exceptional organizational skills with ability to manage multiple priorities.

Responsibilities

• Manage full lifecycle of Personal Lines accounts: new business, renewals, endorsements, changes, servicing.
• Collaborate with Producers on renewal process and coverage recommendations.
• Prepare marketing submissions and obtain coverage options from carriers.
• Process endorsements, changes, audits, cancellations, and non-renewals with accuracy.
• Communicate with clients and carriers on updates, billing, coverage, and service requests.
• Assist with policy binding, premium collection, and audit processing.
• Review policies for accuracy and resolve discrepancies with carriers.
• Coordinate issuance of certificates, documents, and client deliverables.
• Order MVRs, loss runs, and underwriting documents as requested.
• Maintain electronic client files and workflows in agency systems.
• Support client retention through exceptional service and proactive support.
• Ensure transactions comply with guidelines.

Skills

Customer service

Communication skills

Organizational skills

Problem-solving

Time management

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Insurance designation (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, including new business, renewals, endorsements, billing support, and client service.

Working with producers, carrier partners, and clients, you will ensure accurate servicing and timely deliverables while supporting client retention and agency growth.