Middle Market Account Manager

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Legacy Risk Solutions is seeking a Commercial Lines Account Manager for its Pointe North Insurance Division. The role services clients by handling new business installations, renewals, and the service needs of Middle Market clients (premium above $25k).

• Conduct renewal processes and meetings with producers.
• Oversee billing for all AB policies and collections along with producers.
• Manage policy binding on renewals (unless sent to the centralized marketing department).
• Prepare submissions for marketing.
• Provide correspondence with carriers and customers for premium‑bearing change requests/endorsements.
• Address and receive non‑renewals with producers and clients.
• Organize master certificates and attach all applicable endorsements (ASM handles all on‑demand and renewal certificate issuance).
• Collect LPRs from clients.
• Conduct premium‑bearing audits and large audit increase correspondence with insured/producer.
• Manage Image Right documentation and file‑labeling upkeep.
• Review returned policy checklists for changes and send changes to ASM.
• Perform other related duties and tasks as necessary or as assigned.

• High School diploma or equivalent; college degree preferred.
• Active Property and Casualty Insurance license.
• Minimum 4 years of insurance experience.
• Proficiency in Microsoft Windows, Office 365, Word, and Excel.
• Agency Management System experience (AMS
  360, EPIC, Image Right preferred).
• Self‑motivated and able to handle multiple tasks with minimal guidance to meet deadlines.
• Excellent oral and written communication skills.
• Initiative and willingness to take on additional responsibilities.
• High emphasis on teamwork, collaboration, data analysis, and process innovation.
• Self‑starter who works with direction and takes ownership of responsibilities.
• Detail‑oriented.

• Health, dental, and vision benefits package.
• Flexible Spending Account and 401(k) plan with matching.
• Life insurance, short & long‑term disability, accident, and critical illness coverage.
• Generous PTO package.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Sales and Business Development
• Industry: Insurance

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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