Personal Lines Account Specialist

Legacy Risk Solutions - Augusta, GA

Hiring: Personal Lines Account Specialist Company: Legacy Risk Solutions Location: Augusta, GA Job Posted Time: 2026-09-16 11:28:50 Employment Type: Full-time Target Skills & Keywords : Epic Systems, Microsoft Excel, Microsoft Office, Risk Management About the job Experience: •4 years of personal lines insurance experience within an independent insurance agency. Required Skills: •Partner with Producers and Personal Lines Account Managers to develop effective marketing strategies for new and renewal personal insurance accounts. •Prepare and submit complete underwriting information to carrier partners to obtain competitive quotes for personal insurance products, including homeowners, auto, umbrella, flood, recreational vehicles, and other personal lines coverages. •Evaluate carrier proposals, coverage options, deductibles, endorsements, exclusions, and underwriting requirements to ensure appropriate insurance recommendations. •Review firm quotes for accuracy, pricing, and coverage before presenting options to Producers and Account Managers. •Prepare professional client proposals that clearly communicate coverage options, premium comparisons, and carrier recommendations. •Coordinate the binding of coverage and ensure timely completion of all required documentation. •Communicate carrier recommendations, underwriting considerations, and coverage differences to Producers and Account Managers. •Build and maintain strong relationships with carrier marketing representatives and underwriters to stay informed on carrier appetites, product enhancements, and market trends. Qualifications: •Minimum of 2–4 years of personal 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. •In-depth knowledge of personal insurance products, underwriting guidelines, carrier appetite, and marketing processes. •Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook. •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. •Demonstrated capacity to manage multiple priorities and deadlines while maintaining a high level of accuracy. •Self-motivated, collaborative, and committed to delivering exceptional internal customer service. Compensation: •Medical, dental, and vision insurance Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!