Legacy Risk Solutions LLC

Description: About Legacy Risk Solutions 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. Position Summary The Direct Bill Commission Manager is responsible for overseeing all direct bill commission processes, ensuring accurate reconciliation, timely revenue recognition, and compliance with carrier agreements. This role leads a team of commission specialists, drives process improvements, resolves commission discrepancies, and partners with Accounting, Operations, Carrier Relations, and Client Service teams to maximize efficiency and revenue integrity. What You'll Do Leadership & Team Management Lead, mentor, and develop a team of direct bill commission specialists. Establish performance standards, productivity goals, and quality metrics. Conduct regular team meetings, coaching sessions, and performance evaluations. Develop training materials and onboarding programs for new team members. Foster a culture of accountability, collaboration, and continuous improvement. Direct Bill Commission Management Oversee the receipt, processing, and reconciliation of direct bill commission statements from insurance carriers. Ensure commissions are accurately applied within the agency management system. Investigate and resolve commission discrepancies, shortages, and carrier reporting issues. Maintain accurate documentation supporting commission adjustments and corrections. Financial Controls & Reconciliation Assist with month-end, quarter-end, and year-end financial reporting processes. Implement and maintain internal controls related to commission processing. Support internal and external audits by providing documentation and analysis. Process Improvement & Technology Identify opportunities to streamline workflows and improve efficiency. Develop and document standard operating procedures. Collaborate with agency leadership on automation initiatives and system enhancements. Utilize reporting tools to monitor trends, identify issues, and improve operational performance. Carrier & Internal Relationship Management Serve as the primary escalation point for complex carrier commission issues. Partner with service teams, producers, accounting staff, and leadership to address commission concerns. Communicate process updates and policy changes across departments. Requirements: What We're Looking For Bachelor's degree in Accounting, Finance, Business Administration, or related field Minimum 5 years of insurance agency direct bill commission experience Minimum 2 years of leadership or supervisory experience Experience with agency management systems such as Applied Epic, AMS360, Vertafore, or similar platforms. Advanced proficiency in Microsoft Excel, including pivots, lookups, and data analysis. Excellent problem-solving and decision-making abilities. High level of integrity and confidentiality Strong attention to detail and accuracy Analytical mindset with problem-solving ability Clear written and verbal communication skills Process improvement mindset with the ability to identify inefficiencies, implement solutions and drive operational excellence Benefits Medical, dental, and vision insurance 401(k) with company match Flexible Spending Account (FSA) Life insurance Short-term and long-term disability insurance Accident and critical illness insurance options Generous Paid Time Off (PTO) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds. PI5c79fc7b6c23-1525

Description: About Legacy Risk Solutions 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. Position Summary Legacy Risk Solutions is seeking a detail-oriented and customer-focused Personal Lines Account Manager to join our team. This role is responsible for managing the full lifecycle of personal insurance accounts, including new business, renewals, policy servicing, endorsements, billing support, and day-to-day client service. Working closely with producers, carrier partners, and clients, the Personal Lines Account Manager plays a key role in delivering a seamless client experience while ensuring the timely and accurate servicing of policies. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong client relationships, and takes pride in delivering responsive, high-quality service while supporting client retention and agency growth. What You'll Do Manage the full lifecycle of Personal Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing. Partner with Producers to prepare for and manage the renewal process, including renewal meetings and coverage recommendations. Prepare marketing submissions and obtain competitive coverage options from carrier partners. Process policy endorsements, premium-bearing change requests, renewals, audits, cancellations, and non-renewals while ensuring accuracy and compliance. Communicate with clients and insurance carriers regarding policy updates, billing inquiries, coverage changes, and service requests. Assist with policy binding, premium collection, billing support, and audit processing. Review policies and endorsements for accuracy and resolve discrepancies with carriers as needed. Coordinate the issuance of certificates, policy documents, and other client deliverables. Order motor vehicle reports (MVRs), loss runs, and other underwriting documentation as requested. Maintain accurate electronic client files, documentation, and workflows within Applied Epic, ImageRight, and other agency systems. Support client retention by delivering exceptional service and proactively responding to client needs. Ensure all transactions are processed accurately, efficiently, and in compliance with agency and carrier guidelines. Perform other related duties and responsibilities as assigned. Requirements: What We're Looking For Active Property & Casualty (P&C) insurance license required. Minimum of 2-3 years of Personal Lines insurance or account management experience. High school diploma or equivalent required; associate's or bachelor's degree preferred. Insurance designations such as CISR, CIC, or similar are a plus. Experience with Applied Epic, or similar agency management systems preferred. Proficiency in Microsoft Office Suite; experience with Excel and PowerPoint is a plus. Strong knowledge of Personal Lines insurance products, policy servicing, and carrier workflows. Excellent customer service, verbal communication, and written communication skills. Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines. High attention to detail with a commitment to accuracy and quality. Self-motivated with the ability to work independently while collaborating effectively with producers, carriers, and team members. Demonstrated problem-solving skills, initiative, and an ownership mindset focused on delivering exceptional client service. Benefits 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) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds. PIf9136fa6-

Description: About Legacy Risk Solutions 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. Position Summary Legacy Risk Solutions is seeking a detail-oriented and customer-focused Personal Lines Account Manager to join our team. This role is responsible for managing the full lifecycle of personal insurance accounts, including new business, renewals, policy servicing, endorsements, billing support, and day-to-day client service. Working closely with producers, carrier partners, and clients, the Personal Lines Account Manager plays a key role in delivering a seamless client experience while ensuring the timely and accurate servicing of policies. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong client relationships, and takes pride in delivering responsive, high-quality service while supporting client retention and agency growth. What You'll Do Manage the full lifecycle of Personal Lines accounts, including new business, renewals, endorsements, policy changes, and ongoing account servicing. Partner with Producers to prepare for and manage the renewal process, including renewal meetings and coverage recommendations. Prepare marketing submissions and obtain competitive coverage options from carrier partners. Process policy endorsements, premium-bearing change requests, renewals, audits, cancellations, and non-renewals while ensuring accuracy and compliance. Communicate with clients and insurance carriers regarding policy updates, billing inquiries, coverage changes, and service requests. Assist with policy binding, premium collection, billing support, and audit processing. Review policies and endorsements for accuracy and resolve discrepancies with carriers as needed. Coordinate the issuance of certificates, policy documents, and other client deliverables. Order motor vehicle reports (MVRs), loss runs, and other underwriting documentation as requested. Maintain accurate electronic client files, documentation, and workflows within Applied Epic, ImageRight, and other agency systems. Support client retention by delivering exceptional service and proactively responding to client needs. Ensure all transactions are processed accurately, efficiently, and in compliance with agency and carrier guidelines. Perform other related duties and responsibilities as assigned. Requirements: What We're Looking For Active Property & Casualty (P&C) insurance license required. Minimum of 2-3 years of Personal Lines insurance or account management experience. High school diploma or equivalent required; associate's or bachelor's degree preferred. Insurance designations such as CISR, CIC, or similar are a plus. Experience with Applied Epic, or similar agency management systems preferred. Proficiency in Microsoft Office Suite; experience with Excel and PowerPoint is a plus. Strong knowledge of Personal Lines insurance products, policy servicing, and carrier workflows. Excellent customer service, verbal communication, and written communication skills. Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines. High attention to detail with a commitment to accuracy and quality. Self-motivated with the ability to work independently while collaborating effectively with producers, carriers, and team members. Demonstrated problem-solving skills, initiative, and an ownership mindset focused on delivering exceptional client service. Benefits 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) Equal Opportunity Employer Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds. PI03a6-