2-5

Account Service Manager - CL

1/5/2026

The Account Service Manager is responsible for greeting guests, handling incoming calls, and assisting clients with payments and billing questions. They also coordinate certificate issuance, process audits, and manage policy endorsements and cancellations.

Working Hours

40 hours/week

Company Size

201-500 employees

Language

English

Visa Sponsorship

About The Company

Legacy Risk Solutions is a Network of Independent Insurance Agencies with a single purpose to provide our clients exceptional insurance solutions. Our mission is to meet and surpass our client’s expectations and create unprecedented client loyalty. For over 100 years, we have served communities throughout Georgia and South Carolina. Through our collaborative efforts, we use our combined size and clout in the marketplace to better serve our clients. With the power of Choice, we can offer a variety of carriers, coverages, and services as we tailor our decisions to find the right solution for our client’s needs. Our brokerage and consulting strategies provide solutions for employee benefits, property and casualty and personal risk nationwide. Our belief is to allow each agency to make local decisions as well as embrace and promote the heritage they have created. While affiliated with Legacy Risk Solutions, we strongly believe in maintaining local identity and building on the reputations of our partners. The goal is simple: provide more access to resources and technology to provide more choices and better solutions for our clients.

About the Role

Description

Essential Duties and Responsibilities

Greet and welcome guests upon arrival
Answer, screen, and forward incoming calls
Receive, sort and distribute mail
Assist all walk-in clients with payments and billing questions
Coordinates all on-demand and renewal cert issuance
Completes change request ordering from carrier
Processes audits that are not premium bearing or do not have a large increase (send other audits to AM/Producer)
Sends all policies to be checked by third party vendor
Checks endorsements from carrier for accuracy
Processes cancellations (DB non pay, LPR’s received from AM, and sending non renewals to AM/Producer)
Handles escalating premium bearing change requests and audits to AM
Completes MVR requests for underwriting only
Orders loss runs when requested
Performs other related duties and tasks as necessary or as assigned.

Benefits

Health, dental, and vision benefits
Flexible Spending Account and 401k Plan with matching
Life Insurance, Short & Long Term Disability, Accident, Cancer, etc.
Generous paid time off package

Requirements

Must have a High School diploma or equivalent. College degree preferred.
Active Property and Casualty Insurance License.
Minimum 2-4 years of insurance experience.
Proficiency in Excel and PowerPoint
Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
Good oral and written communication skills to articulate key information.
Initiative and willingness to take on additional responsibilities.
High emphasis on teamwork, collaboration, data analysis, and process innovation.
Self-starter and work with direction and taking ownership of areas of responsibility.
Detail-oriented.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job

Key Skills

Property And Casualty Insurance LicenseInsurance ExperienceExcelPowerPointOral CommunicationWritten CommunicationTeamworkCollaborationData AnalysisProcess InnovationDetail OrientedSelf-MotivatedInitiativeOwnershipMulti-Tasking