Legacy Risk Solutions

Account Manager

• Manage the full lifecycle of Commercial Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing
• Partner with Producers to develop renewal strategies, prepare for client meetings, and identify opportunities to strengthen client relationships and expand coverage
• Serve as the primary point of contact for clients, providing responsive, consultative service and resolving coverage, policy, and billing inquiries
• Prepare applications and market new and renewal business to insurance carrier partners
• Review carrier proposals and policy documents to ensure accuracy, completeness, and appropriate coverage recommendations
• Process policy endorsements, renewals, cancellations, premium audits, and policy changes while maintaining compliance with agency and carrier guidelines
• Coordinate policy binding, billing inquiries, premium audits, and non-renewal activities
• Collect loss information, order loss runs, and maintain accurate client records and documentation
• Maintain complete and organized electronic files within Applied Epic and other agency management systems
• Build strong working relationships with carrier underwriters and business partners to support successful account management and client retention
• Deliver exceptional client service while ensuring all transactions are completed accurately, efficiently, and on time

Account Manager – Commercial Lines