Account Service Manager- Personal Lines
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Legacy Risk Solutions LLC
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Account Service Manager- Personal Lines
Legacy Risk Solutions LLC
Applications Closed
Posted 14 days ago
Full Time
Gainesville, Georgia
In Person
Smart Summary
The Insurance Processor is responsible for accurately processing professional insurance forms and documents while providing support to other staff members. Duties include answering customer calls, maintaining client data, verifying policy and account information, and handling billing correspondence.
We are looking for an Insurance Processor to handle insurance forms & documents and provide staff support. Key skills include customer service, data maintenance, policy processing, and proficiency in agency management systems. A P&C insurance license is required within 90 days of employment.
Must Have Skills for ATS
Insurance Processing
Customer Calls
Data Base Maintenance
Policy Verification
Account Verification
Billing Functions
Correspondence
Policy Changes
Mail Processing
Scanning
Document Storage
Activity Log
Suspense Log
Agency Management System
Excel Spreadsheet Creation
Job Description
Description
We are an independent insurance agency seeking an Insurance Processor to be responsible for processing accurate, professional insurance forms & documents and to provide support to other staff members. This position is expected to work hand in hand with the Account Managers, but also to work independently at times and be problem solvers.
Responsibilities and Duties
Some of the duties include but aren’t limited to:
- Answer incoming customer calls
- Maintaining and updating client data base
- Verify Policy Information
- Verify Account Information
- Some billing functions & correspondence with accounting
- Process policy changes & maintenance
- Processing incoming and outgoing mail
- Perform scanning, document storage, etc.
- Consistent activity log
- Maintain current suspense log
- Proficient use of Agency Management System & Integrating software knowledge
- Excel spreadsheet creation and maintenance
Requirements
Candidate will also be required to obtain their P&C insurance license within the first 90 days of employment. Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
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Legacy Risk Solutions LLC
Legacy Risk Solutions is a Network of Independent Insurance Agencies with a single purpose to provide our clients exceptional insurance solutions. Our mission is to meet and surpass our client’s expectations and create unprecedented client loyalty. For over 100 years, we have served communities throughout Georgia and South Carolina. Through our collaborative efforts, we use our combined size and clout in the marketplace to better serve our clients. With the power of Choice, we can offer a variety of carriers, coverages, and services as we tailor our decisions to find the right solution for our client’s needs. Our brokerage and consulting strategies provide solutions for employee benefits, property and casualty and personal risk nationwide. Our belief is to allow each agency to make local decisions as well as embrace and promote the heritage they have created. While affiliated with Legacy Risk Solutions, we strongly believe in maintaining local identity and building on the reputations of our partners. The goal is simple: provide more access to resources and technology to provide more choices and better solutions for our clients.
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