Join an industry-leading team. Continue a tradition of greatness.
At Legacy Risk & Insurance, our people are critical to our success. We strive to foster a culture that attracts and retains the very best — one that promotes collaboration and rewards excellence.
We know that our employees are our most valuable assets. That’s why we invest in their continual growth, allowing them opportunities to build relationships, generate new ideas, and develop their expertise. We offer learning opportunities that include formal insurance education, as well as on-the-job training through mentor relationships. These career opportunities include:
- Commercial Lines Assistants
- Assistant Account Managers
- Account Managers
- Claims Management
Legacy employees receive a competitive salary and total benefits package, which provides a variety of ways to maintain a healthy lifestyle, build financial security and achieve professional goals. These benefits include:
- Medical, Dental and Vision Insurance
- Life/AD and D Insurance
- Disability Insurance and Paid Sick Leave
- FSA Health Care/Dependent Care Accounts
- 401(k) Retirement Savings Plan with Company Match
- Education Assistance for Professional and Industry Designation Programs
- Vacation and Holiday Pay
- Employee Assistance Program
- Employee Referral Bonuses
If you thrive in a fast-paced customer-focused environment, you could be the next member of our team. Whether you’re a seasoned professional or entry-level candidate, we’re always looking for people who are fueled by challenge and dedicated to client service. To submit your resume for any of our current openings, please apply to the appropriate position as it is posted below.
You may also submit your resume for general consideration to email@example.com.
Legacy Risk continues to grow, and we have an immediate opening for an experienced Assistant Account Manager that will be responsible for providing technical and administrative support to our Commercial Lines Insurance Account Management team. The Assistant will work closely with our Account Managers, Producers and other team members in providing exceptional service to our new and existing commercial clients.
Primary responsibilities encompass servicing a designated group of clients in tandem with the account managers which includes the review and issuance of Certificates of Insurance in accordance with our brokerage procedures. This position will also provide support with the preparation of renewal applications, proposals, and summaries. In addition, the assistant enters policy and client information into the Agency Management System, processes change requests, and verifies the accuracy of endorsements and premium audits. The individual will also prepare and distribute Auto ID cards, order loss runs and conduct initial policy checking. Legacy Risk is a paperless environment using the EPIC (APPLIED) agency management system.
The successful candidate will have a high school diploma with some college course work and a minimum 2 years’ experience in the insurance industry preferably with an independent insurance brokerage firm. Excellent written and verbal communication skills and demonstrated proficiency in Microsoft Office including Word, Excel and Outlook is required. Experience utilizing the EPIC agency management system is highly desirable. All applicants must possess a California P&C insurance license.
To inquire about this position:
Email cover letter, salary requirements and your resume to: firstname.lastname@example.org