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 Legacy Risk Solutions is seeking a highly organized and collaborative Sales Administrator to support our growing sales organization. Reporting to the Chief Revenue Officer, this role serves as the operational backbone of a sales team of more than 200 producers, helping drive productivity, consistency, and execution across the organization. This position is responsible for improving the effectiveness of our sales organization by leading sales tool adoption, coordinating strategic sales initiatives, enhancing communication across the organization, and providing operational support to sales leadership. The ideal candidate enjoys improving processes, implementing technology, managing projects, and collaborating across departments to create a scalable sales infrastructure that supports continued growth. What You'll Do Sales Operations & Technology Lead the adoption, training, and ongoing support of sales technology and productivity tools. Evaluate existing sales tools and identify opportunities to consolidate and improve technology platforms. Coordinate new feature rollouts and system enhancements while driving user adoption. Develop best practice guides, training resources, and documentation for producers and sales leadership. Serve as the primary point of contact for sales tool support and user questions. Sales Strategy & Projects Support the Chief Revenue Officer and Regional Vice Presidents with strategic sales initiatives and operational planning. Coordinate and execute long-term sales projects, including RFP responses, safety program initiatives, expertise directories, and other revenue-generating initiatives. Manage producer recognition programs, sales contests, and engagement initiatives. Track strategic initiatives, project milestones, action items, and deadlines to ensure successful execution. Partner with Regional Vice Presidents to coordinate sales activities, implementation efforts, and regional initiatives. Sales Reporting & Analytics Prepare and distribute sales dashboards, scorecards, leaderboards, and performance reports. Monitor and report on new business, retention, and business leakage by producer, office, and region. Generate ad hoc reporting and performance analytics to support sales leadership decision-making. Identify trends and opportunities that improve producer performance and operational effectiveness. Sales Communications & Enablement Develop and distribute producer newsletters, leadership communications, and internal announcements. Coordinate sales meetings, leadership meetings, training sessions, and producer events. Develop and deliver training programs that improve producer utilization of sales systems, resources, and best practices. Foster communication and alignment across sales leadership, producers, and cross-functional departments. Executive Support Provide operational support to the Chief Revenue Officer and sales leadership team. Coordinate cross-functional projects involving Sales, Marketing, Operations, Carrier Relations, and Agency Leadership. Track executive priorities and follow up on strategic initiatives to ensure timely execution. Assist with building scalable operational processes that support the continued growth of the sales organization. Travel occasionally to regional offices and company meetings as needed. Requirements: What We're Looking For Bachelor's degree or equivalent professional experience required. Two or more years of experience in Sales Operations, Sales Enablement, Business Operations, Project Management, or a related field. Experience supporting a large, geographically dispersed sales organization preferred. Insurance, brokerage, or financial services industry experience preferred. Experience with Applied Epic or similar agency management systems preferred. Advanced proficiency in Microsoft Excel and the Microsoft Office Suite. Experience with CRM platforms, reporting tools, and sales technology is highly desirable. Strong project management, organizational, and analytical skills. Excellent written and verbal communication skills with the ability to communicate effectively across all levels of the organization. Demonstrated ability to manage multiple priorities, long-term initiatives, and cross-functional projects simultaneously. Self-starter with exceptional attention to detail, problem-solving skills, and an ownership mindset. Ability to build strong relationships and collaborate effectively with executives, sales leaders, producers, and business partners. 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. PI304db646e0bf-3720

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 knowledgeable and detail-oriented Commercial Lines Insurance Marketing Specialist to join our growing team. This role is responsible for marketing new and renewal commercial insurance business by partnering with Producers, Account Managers, and carrier partners to secure competitive insurance solutions that meet clients' unique risk management needs. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong carrier relationships, and has a deep understanding of commercial insurance markets, underwriting requirements, and carrier appetites. This individual plays a critical role in supporting business growth by delivering creative placement strategies and exceptional internal service. What You'll Do Partner with Producers and Account Managers to develop effective marketing strategies for new and renewal commercial insurance accounts. Prepare and submit comprehensive underwriting information to carrier partners to obtain competitive quotes across multiple lines of business. Evaluate carrier proposals, policy terms, endorsements, exclusions, and underwriting subjectivities to ensure appropriate coverage recommendations. Review firm quotes for accuracy and completeness before presenting options to Producers and Account Managers. Prepare professional client proposals that clearly communicate coverage options and carrier recommendations. Coordinate the binding of coverage and ensure timely completion of all required documentation. Communicate carrier recommendations, coverage differences, and underwriting considerations to Producers and Account Managers. Build and maintain strong relationships with carrier marketing representatives and underwriters to understand carrier appetites, product offerings, and market trends. Participate in carrier meetings, product training, webinars, and continuing education to remain current on industry developments and market opportunities. Identify opportunities to improve marketing processes, carrier relationships, and placement strategies. Maintain accurate documentation within the agency management system while ensuring compliance with agency standards. Support agency growth by delivering responsive, accurate, and timely marketing services. Requirements: What We're Looking For High school diploma or equivalent required; associate's or bachelor's degree preferred. Minimum of 2-4 years of commercial lines insurance experience within an independent insurance agency. Active Property & Casualty (P&C) insurance license preferred or the ability to obtain within a designated timeframe. Strong understanding of commercial insurance products, underwriting principles, and carrier marketing processes. Experience working with Applied Epic or similar agency management systems preferred. Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail. Strong written and verbal communication skills with the ability to build relationships with carriers, producers, and internal business partners. Ability to manage multiple priorities and deadlines while maintaining a high level of accuracy. Self-motivated, collaborative, and committed to delivering exceptional internal customer 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. PI8cb3-6867

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 knowledgeable and detail-oriented Commercial Lines Insurance Marketing Specialist to join our growing team. This role is responsible for marketing new and renewal commercial insurance business by partnering with Producers, Account Managers, and carrier partners to secure competitive insurance solutions that meet clients' unique risk management needs. The ideal candidate thrives in a fast-paced agency environment, enjoys building strong carrier relationships, and has a deep understanding of commercial insurance markets, underwriting requirements, and carrier appetites. This individual plays a critical role in supporting business growth by delivering creative placement strategies and exceptional internal service. What You'll Do Partner with Producers and Account Managers to develop effective marketing strategies for new and renewal commercial insurance accounts. Prepare and submit comprehensive underwriting information to carrier partners to obtain competitive quotes across multiple lines of business. Evaluate carrier proposals, policy terms, endorsements, exclusions, and underwriting subjectivities to ensure appropriate coverage recommendations. Review firm quotes for accuracy and completeness before presenting options to Producers and Account Managers. Prepare professional client proposals that clearly communicate coverage options and carrier recommendations. Coordinate the binding of coverage and ensure timely completion of all required documentation. Communicate carrier recommendations, coverage differences, and underwriting considerations to Producers and Account Managers. Build and maintain strong relationships with carrier marketing representatives and underwriters to understand carrier appetites, product offerings, and market trends. Participate in carrier meetings, product training, webinars, and continuing education to remain current on industry developments and market opportunities. Identify opportunities to improve marketing processes, carrier relationships, and placement strategies. Maintain accurate documentation within the agency management system while ensuring compliance with agency standards. Support agency growth by delivering responsive, accurate, and timely marketing services. Requirements: What We're Looking For High school diploma or equivalent required; associate's or bachelor's degree preferred. Minimum of 2-4 years of commercial lines insurance experience within an independent insurance agency. Active Property & Casualty (P&C) insurance license preferred or the ability to obtain within a designated timeframe. Strong understanding of commercial insurance products, underwriting principles, and carrier marketing processes. Experience working with Applied Epic or similar agency management systems preferred. Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Excellent organizational, analytical, and problem-solving skills with exceptional attention to detail. Strong written and verbal communication skills with the ability to build relationships with carriers, producers, and internal business partners. Ability to manage multiple priorities and deadlines while maintaining a high level of accuracy. Self-motivated, collaborative, and committed to delivering exceptional internal customer 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.Deadline and detail-oriented with strong problem-solving and analytical skills. PIfc2d783d07fd-6869

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. PI1614ad0253a2-6480