Personal Lines Retention Specialist

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

FSA

Life insurance

Disability insurance

Paid time off

Job summary

Legacy Risk Solutions, LLC is seeking a knowledgeable Personal Lines Re-Marketing Specialist to help retain clients 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 and present clear recommendations for retention.

The role requires strong knowledge of personal lines products and underwriting guidelines, plus the ability to compare coverage options while managing a high

Qualifications

• Strong personal lines insurance knowledge including homeowners, auto, umbrella, flood, etc.
• Experience quoting, marketing, or remarketing personal lines accounts across multiple carriers.
• Active P&C license preferred or ability to obtain within timeframe.

Responsibilities

• Work with Personal Lines Account Managers to identify renewal accounts for remarketing due to premiums, carrier changes, or retention risks.
• Review current policies to understand coverage, limits, deductibles, and client needs before remarketing.
• Gather necessary information to obtain accurate replacement quotes.
• Market accounts to carriers based on risk and appetite; compare quotes for multiple personal lines products.
• Prepare clear quote comparisons and recommendations for review with clients and managers.
• Coordinate with Account Managers and carriers to bind replacement coverage when clients move carriers.

Skills

Personal lines knowledge

Client retention

Quote analysis

Underwriting awareness

Attention to detail

Education

Associate or Bachelor degree preferred

Tools

Applied Epic

Microsoft Office

Job description

Legacy Risk Solutions, LLC is seeking a knowledgeable Personal Lines Re-Marketing Specialist to help retain clients 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 and present clear recommendations for retention.

The role requires strong knowledge of personal lines products and underwriting guidelines, plus the ability to compare coverage options while managing a high