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 for 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 transactions are completed accurately, efficiently, and on time

Account Manager – Commercial Lines

Team Lead

• Lead, mentor, and develop a team of direct bill commission specialists
• Establish performance standards, productivity goals, and quality metrics
• Conduct regular team meetings, coaching sessions, and performance evaluations
• Develop training materials and onboarding programs for new team members
• Oversee receipt, processing, and reconciliation of direct bill commission statements from insurance carriers
• Ensure commissions are accurately applied within the agency management system
• Investigate and resolve commission discrepancies, shortages, and carrier reporting issues
• Maintain documentation supporting commission adjustments and corrections
• Assist with month-end, quarter-end, and year-end financial reporting
• Implement and maintain internal controls related to commission processing
• Support internal and external audits with documentation and analysis
• Identify workflow improvements and develop standard operating procedures
• Collaborate on automation initiatives and system enhancements
• Use reporting tools to monitor trends, identify issues, and improve operational performance
• Serve as the primary escalation point for complex carrier commission issues
• Partner with service teams, producers, accounting staff, and leadership to address commission concerns
• Communicate process updates and policy changes across departments

Account Manager – Commercial Lines

Direct Bill Commission Team Lead