Legacy Risk Solutions · 1 week ago
Account Service Manager - CL
Atlanta, GA
Full-time
Onsite
Entry, Mid Level
2+ years expLegacy Risk Solutions is a company specializing in insurance services, and they are seeking an Account Service Manager. The role involves greeting clients, managing calls, handling payments and billing inquiries, and processing insurance documents and audits.
Commercial InsuranceInsuranceInsurTech
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
Qualification
Required
Must have a High School diploma or equivalent
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
Preferred
College degree preferred
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
Company
Legacy Risk Solutions
Legacy Risk Solutions is a network of independent insurance agencies offering personalized insurance solutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jason Griffith
Chief Executive Officer
Recent News
2025-04-10
Company data provided by crunchbase