Account Manager - Commercial Lines- Middle Market

Legacy Risk Solutions is seeking a skilled and motivated Commercial Lines Account Manager to join our PointeNorth Insurance Division. We are a full-service independent insurance agency looking for a detail-oriented, customer-focused professional to support our Insurance Producers in the sales and service of Middle Market Commercial Lines accounts (premium volume above $25k). In this role, you will manage new business implementation, renewals, and ongoing account service while building a strong understanding of each client’s coverage needs. You’ll navigate carrier rating programs and underwriting guidelines, and play a key role in marketing, placing, and servicing both new and renewal business. Success in this role requires delivering timely, accurate, and high-quality service to clients and internal partners. This is a hybrid position offering both in-office and remote flexibility. 

Responsibilities include but not limited to: 

• Lead and manage the renewal process, including collaboration and meetings with producers 
• Serve as a primary point of contact for client communication via phone and email 
• Oversee billing and collections for agency-billed (AB) policies in partnership with producers 
• Manage policy binding for renewals (unless directed to the centralized marketing team) 
• Prepare and submit applications for marketing to carriers 
• Handle endorsements and premium-bearing policy changes with carriers and clients 
• Coordinate and respond to non-renewals alongside producers and clients 
• Organize master certificates and ensure all endorsements are properly attached 
• Collect Loss Pick Reports (LPRs) from clients 
• Manage premium audits and communicate significant audit changes 
• Maintain accurate documentation and file organization within ImageRight 
• Review policy checklists and coordinate updates with the Account Service Manager (ASM) 
• Perform additional duties and responsibilities as assigned

Requirements

• High school diploma or equivalent required; bachelor’s degree preferred 
• Active Property & Casualty Insurance License 
• Minimum of 4 years of insurance industry experience 
• Experience with Applied Epic agency management system required
• Proficiency in Microsoft Office (Word, Excel, Office 365) 
• Strong organizational skills with the ability to manage multiple priorities and deadlines 
• Excellent written and verbal communication skills 
• Self-motivated with a strong sense of ownership and accountability 
• Detail-oriented with a commitment to accuracy 
• Collaborative mindset with a focus on teamwork and continuous improvement