2-5

Account Manager - Small Business

1/23/2026

The role involves supporting Insurance Producers with the sales and service of Commercial Lines Accounts, including developing new business and retaining existing accounts. Responsibilities also include preparing proposals, reviewing policies, and managing client communications.

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

Job Summary

We are a full service independent insurance agency seeking an experienced customer service professional to support our Insurance Producers with the sales and service of Commercial Lines Accounts. This position requires you to be fully knowledgeable of the various aspects, coverage, and needs of each account. You will need to become familiar with all carrier rating programs and underwriting guidelines. You will need to assist Producers with the marketing and placement of both new and renewal business. Prompt and efficient customer service is vital in this role.

Responsibilities And Duties

Work with Producer in developing and closing new business and retaining existing accounts
Assist Producer in obtaining all forms required for compliance with agency and company guidelines as needed
Marketing and placement of new business
Assist Producer in negotiating policy and payment terms & obtaining finance contracts
Prepare professional proposals, spreadsheets, documents as needed
Understand all aspects of client operations & provide risk evaluation of client exposures by competent coverage review
Participate in client presentations & client contact campaigns as needed
Order and review policies, order endorsements and review for accuracy, review audits, experience rating modifications and classifications and make recommendations
Assist Producer by developing excel spreadsheets that will be shared with the client to maintain certificate lists, driver lists, property schedules, vehicle & equipment lists
Issue Binders & set up initial certificates for processing and other necessary forms as needed
Review and work pro-actively using renewal timelines, reviewing with Producer 120 days out
Communicate issues with both carrier and client to Producer as needed in between monthly reviews
Receivable & collection management
Review client balances with Producers monthly

Qualifications And Skills

Proficient use of AMS360 or Applied EPIC preferred along with working knowledge of:
Outlook
Excel
Word

Key Skills

Customer ServiceInsuranceCommercial LinesRisk EvaluationPolicy ReviewNegotiationMarketingComplianceExcelAMS360Applied EPICDocumentationClient PresentationsReceivable ManagementCommunicationSpreadsheets