Personal Lines Account Manager
Job Description
Scalzo, Zogby & Wittig, Inc. is seeking a Personal Lines Account Manager to provide prompt, accurate, and courteous service to our personal insurance clients. You will manage a book of personal lines business, including auto, home, and umbrella coverage, handling renewals, changes, and claims support while identifying opportunities to round out client coverage.
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Career Growth Opportunities
Health Insurance
Retirement Plan
Mon-Fri Schedule
Hands on Training
Tuition Reimbursement
Life Insurance
Disability Insurance
Dental Insurance
Responsibilities
Handle client policy inquiries, changes, quotes, and billing questions over the phone and electronically
Order and issue binders, certificates, policies, and endorsements; verify accuracy before sending to clients
Quote and place new personal lines business with carrier partners
Handle cancellation requests, determine reasons, work to save accounts, and notify appropriately
Assist clients with claims, submitting first reports, following up on status, and keeping clients informed
Review policy audits for accuracy and coordinate corrections between client and carrier
Review client coverage annually and recommend adjustments as needs change
Actively identify cross-sell and rounding opportunities within the existing book
Prepare renewal proposals and coverage summaries as needed
Maintain accurate, up-to-date records in the Agency Management System
Requirements
Associate's degree or equivalent experience required; Bachelor's degree preferred
Minimum 3 years of insurance-related experience
Active Property & Casualty license, or ability to obtain within 90 days of hire
Strong computer skills (Word, Excel, Outlook) and familiarity with Agency Management Systems
Organized, detail-oriented, and able to multi-task with strong written and verbal communication
