Account Manager - Commerical Lines

Commercial Lines Account Manager – Real Estate Legacy Risk Solutions LLC Gainesville, Georgia, United States About this position

Description:

Legacy Risk Solutions is a leading independent insurance agency platform headquartered in Gainesville, Georgia. Through its growing network of agency partners across the Southeast, Legacy provides commercial insurance, employee benefits, personal insurance, and risk management solutions to businesses and individuals.

Built on a people-first culture rooted in integrity, growth, and partnership, Legacy combines local expertise with the strength and resources of a larger organization to deliver exceptional service and long-term success for clients, employees, and agency partners.

Legacy Risk Solutions is seeking an experienced Commercial Lines Account Manager – Real Estate to join our growing team. This role is responsible for managing the full lifecycle of commercial insurance accounts within our Real Estate practice, partnering with Producers to deliver strategic insurance and risk management solutions to clients across the real estate industry.

The ideal candidate has strong Commercial Lines experience and an understanding of the unique exposures associated with real estate risks, including commercial property owners, property management companies, developers, investors, and multifamily/habitational portfolios.

This individual will serve as a trusted resource for clients, helping navigate complex property and casualty insurance needs while playing a key role in client retention, account growth, and the overall success of our Real Estate practice.

• Manage the full lifecycle of Commercial Lines accounts within the Real Estate portfolio, including new business, renewals, endorsements, policy changes, and ongoing account servicing.
• Partner with Producers to develop renewal and risk management strategies tailored to real estate clients and their evolving property portfolios.
• Serve as a primary point of contact for clients, providing responsive, consultative service and assisting with coverage, policy, billing, and risk management questions.
• Manage insurance needs for a variety of real estate risks, which may include commercial properties, multifamily/habitational properties, property management companies, real estate investors, and developers.
• Prepare applications and market new and renewal business to insurance carrier partners.
• Gather and maintain property schedules, statements of values, loss information, exposure data, and other documentation required for underwriting.
• Review carrier proposals, quotes, policies, and endorsements for accuracy and completeness and identify potential coverage gaps or discrepancies.
• Assist clients and Producers with coverage considerations related to property, general liability, umbrella/excess liability, workers' compensation, commercial auto, and other applicable Commercial Lines coverages.
• 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, certificates of insurance, and non-renewal activities.
• Collect loss information, order loss runs, and maintain complete and accurate client records.
• Maintain organized electronic files and account documentation within Applied Epic and other agency management systems.
• Build strong working relationships with carrier underwriters and business partners, particularly those specializing in real estate and property risks.
• Deliver exceptional client service while ensuring transactions are completed accurately, efficiently, and on time.

What We’re Looking For

• Active Property & Casualty (P&C) insurance…