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.

• 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