What are the responsibilities and job description for the Download Specialist position at Legacy Risk Solutions?
Job Type
Full-time
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 technically proficient Download Specialist to manage the electronic data exchange processes between our insurance carriers and our agency management system. This role is critical to maintaining accurate, timely, and efficient data flow, supporting account managers, producers, and operational teams across our agency footprint.
What You’ll Do
What We’re Looking For
Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds.
Full-time
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 technically proficient Download Specialist to manage the electronic data exchange processes between our insurance carriers and our agency management system. This role is critical to maintaining accurate, timely, and efficient data flow, supporting account managers, producers, and operational teams across our agency footprint.
What You’ll Do
- Monitor and manage carrier downloads into the agency management system (e.g., Applied Epic, or other platforms used by Legacy Risk Solutions).
- Ensure timely processing, validation, and reconciliation of incoming data (e.g., policy transactions, endorsements, cancellations, renewals).
- Work closely with IT and carrier partners to troubleshoot download errors or discrepancies and resolve data mapping issues.
- Collaborate with account managers and other agency staff to confirm data integrity and completeness of records.
- Assist with new carrier setups and test download functionality to ensure smooth integration.
- Document procedures and maintain logs of download activity, issues, and resolutions.
- Train staff on download processes and best practices when needed.
- Provide support for data audits, clean-up initiatives, or system migrations.
- Stay current on industry standards (e.g., IVANS) and trends affecting insurance downloads.
What We’re Looking For
- Strong analytical, troubleshooting, and organizational skills.
- Attention to detail with a commitment to data integrity.
- Excellent communication skills for interfacing with both technical teams and agency staff.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Prior experience in a retail insurance agency or insurance technology environment.
- Familiarity with the insurance policy lifecycle and standard carrier transaction types.
- Proficiency with agency management systems (Applied Epic) and download platforms (e.g., IVANS).
- 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)
Legacy Risk Solutions is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and welcome applicants from all backgrounds.