Personal Lines Retention & Remarketing Specialist

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

Benefits offered by this job

Medical insurance

401(k) with company match

Flexible Spending Account (FSA)

Life insurance coverage

Disability coverage (short-term & long

Disability coverage (long-term)

Accident & critical illness insurance

Generous PTO

Job summary

Legacy Risk Solutions LLC is seeking a knowledgeable Personal Lines Re-Marketing Specialist to support client retention by remarketing existing personal lines accounts when coverage or pricing is not competitive.

You will work with Personal Lines Account Managers and carriers to evaluate options, compare quotes, and provide clear recommendations to retain clients while maintaining appropriate coverage. Strong personal lines knowledge and licensing readiness are important.

Qualifications

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred.
• Minimum of 2–4 years of personal lines insurance experience, preferably within an independent insurance agency.
• Active Property & Casulty (P&C) license preferred or the ability to obtain within a designated timeframe.
• Strong knowledge of personal lines products including homeowners, personal auto, umbrella, flood, and related coverages.
• Understanding of carrier underwriting guidelines, appetites, eligibility, and rating considerations.
• Experience with agency management systems (Applied Epic) and carrier portals.

Responsibilities

• Partner with Personal Lines Account Managers to identify renewal accounts that may benefit from remarketing.
• Review policies to understand current coverage, limits, deductibles, and exposures.
• Gather information to obtain accurate replacement quotes.
• Market accounts to appropriate carrier partners based on risk and appetite.
• Obtain and compare quotes for homeowners, auto, umbrella, flood, and other personal lines.
• Analyze proposals for premium, coverage, and underwriting requirements.
• Prepare quote comparisons and recommendations for review with clients.
• Coordinate with managers and carriers to bind replacement coverage when needed.
• Maintain documentation of remarketing activity within the system.
• Track outcomes and retention results for reporting.

Skills

Personal lines knowledge

Communication skills

Organizational skills

MS Office

Attention to detail

Applied Epic experience

Education

High school diploma or equivalent

Associate’s or bachelor’s degree preferred

Tools

Applied Epic

Carrier portals

Comparative rating systems

Job description

Legacy Risk Solutions LLC is seeking a knowledgeable Personal Lines Re-Marketing Specialist to support client retention by remarketing existing personal lines accounts when coverage or pricing is not competitive.

You will work with Personal Lines Account Managers and carriers to evaluate options, compare quotes, and provide clear recommendations to retain clients while maintaining appropriate coverage. Strong personal lines knowledge and licensing readiness are important.