Account Manager – Commercial Lines

Legacy Risk Solutions

Commercial insurance account manager managing policies, renewals, and client service for Georgia-based Legacy Risk Solutions. Partnering with Producers and carriers to support risk management, retention, and account growth.

Posted 8/4/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing Commercial Lines accounts, including policy servicing, client relationship management, and compliance with insurance guidelines. Proficient in utilizing Applied Epic and Microsoft Office 365 to enhance operational efficiency and deliver exceptional client service.

Highest-signal resume keywords

Active Property & Casualty Insurance LicenseCommercial Lines Insurance ExperienceApplied Epic ProficiencyClient Relationship ManagementPolicy Servicing Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy EndorsementsPolicy ChangesPremium AuditsCarrier Underwriting PracticesAccount Management

Soft Skills

Excellent CommunicationRelationship-BuildingCustomer ServiceOrganizational SkillsTime Management

Tools & Technologies

Applied EpicMicrosoft Office 365OutlookWordExcelTeams

Certifications & Qualifications

Active Property & Casualty Insurance License

Industry Keywords

Commercial LinesInsurance ProductsClient RetentionCoverage RecommendationsAgency Management

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Active Property & Casualty (P&C) insurance license required
Minimum of four years of Commercial Lines insurance or account management experience
Experience with Applied Epic or a similar agency management system required
Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and Teams
Strong knowledge of Commercial Lines insurance products, policy servicing, and carrier underwriting practices
Excellent communication, relationship-building, and customer service skills
Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced environment
High attention to detail and commitment to accuracy
Self-motivated with the ability to work independently while collaborating effectively with Producers, carrier partners, and internal teams
Professional, solutions-oriented mindset with a commitment to delivering exceptional client experiences

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) with company match
Flexible Spending Account (FSA)
Life insurance coverage
Short-term and long-term disability coverage
Accident and critical illness insurance options
Generous Paid Time Off (PTO)