Personal Lines Account Manager

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.

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

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

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