Account Manager- Personal Lines

Account Manager- Personal Lines Legacy Risk Solutions LLC Fairhope, AL Job Details 5 days ago Qualifications Microsoft Excel Microsoft Outlook Process improvement Property & Casualty License High school diploma or GED Property casualty insurance

Full Job Description Description:

We're a full-service independent insurance agency seeking a customer-focused and detail-oriented professional to support our Insurance Producers in the sales and service of Personal Lines accounts. In this role, you'll build a deep understanding of each client's coverage needs, along with carrier rating programs and underwriting guidelines, allowing you to deliver tailored insurance solutions. You'll play a key role in marketing and placing both new and renewal business while providing prompt, accurate, and high-quality service that strengthens client relationships. This is a hybrid position offering a flexible blend of in-office collaboration and remote work.

Responsibilities:

Manage the full lifecycle of Personal Lines accounts, including new business setup, renewals, and ongoing service Coordinate renewal processes and collaborate with producers on strategy and client meetings Communicate with clients through calls, emails, and written correspondence to ensure excellent service Oversee billing and collections in partnership with producers Prepare submissions for marketing and assist with placing coverage Handle policy changes, endorsements, and premium-bearing transactions with carriers and clients Manage policy binding for renewals (when not assigned to a centralized marketing team) Address non-renewals and provide guidance to clients and producers Support premium audits and communicate large audit changes Maintain accurate documentation and file organization within Applied Epic Review policy checklists and coordinate updates with internal support teams Collect required documentation (LPRs) from clients Perform other duties as assigned to support the team and client needs

Requirements:

Active Property & Casualty Insurance License Minimum of 2 years of insurance industry experience High school diploma or equivalent required; college degree preferred Experience with Applied Epic required Proficiency in Microsoft Office (Word, Excel, Outlook) Strong organizational skills with the ability to manage multiple priorities and deadlines Excellent written and verbal communication skills A proactive, self-starter mindset with strong attention to detail Ability to work both independently and collaboratively in a team environment Willingness to take initiative and contribute to process improvements