Account Service Manager - CL
full-time•Atlanta
About this 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
What you'll do
- The Account Service Manager is responsible for greeting guests, handling incoming calls, and assisting clients with payments and billing questions. Additionally, they coordinate certificate issuance, process audits, and manage policy endorsements and cancellations.
About Legacy Risk Solutions LLC
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.
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Frequently Asked Questions
What does a Account Service Manager - CL do at Legacy Risk Solutions LLC?
As a Account Service Manager - CL at Legacy Risk Solutions LLC, you will: the Account Service Manager is responsible for greeting guests, handling incoming calls, and assisting clients with payments and billing questions. Additionally, they coordinate certificate issuance, process audits, and manage policy endorsements and cancellations..
Is the Account Service Manager - CL position at Legacy Risk Solutions LLC remote?
The Account Service Manager - CL position at Legacy Risk Solutions LLC is based in Atlanta, Georgia, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Account Service Manager - CL position at Legacy Risk Solutions LLC?
You can apply for the Account Service Manager - CL position at Legacy Risk Solutions LLCdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.