Scalzo, Zogby & Wittig, Inc. is seeking a Commercial Lines Account Manager to provide prompt, accurate, and courteous service to our commercial clients. In this role, you will support our clients and producers/sales team by handling policy inquiries, changes, quotes, and billing questions, and play a key role in retaining and growing our commercial book of business.
Salary Range: $60,000.00 - $85,000.00 per year
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Health Insurance
Hands on Training
Career Growth Opportunities
Dental Insurance
Life Insurance
Disability Insurance
Mon-Fri Schedule
Tuition Reimbursement
Retirement Plan
● 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
● Provide technical support to clients and the producer/sales team, analyzing client needs, coverage forms, and quotations
● Schedule and, when requested, accompany producers on client and prospect meetings
● Order and issue binders, certificates, policies, and endorsements; verify accuracy before sending to clients
● Handle cancellation requests, determine reasons, work to save accounts, and notify the producer/sales team per agency standards
● Actively identify opportunities to round out accounts and increase coverage
● Refer clients to Personal Lines when appropriate
● Assist 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
● Determine appropriate billing method (direct or agency) and invoice accordingly
● Review client contracts for insurance requirements and compare to current policy for compliance
● Prepare renewal proposals, insurance summaries, and schedules for account review
● Build strong working relationships with underwriters and marketing representatives to support renewals
● Maintain a solid understanding of carrier market appetite to help facilitate quoting
Our Agency is located in Utica NY specializing in Business, Auto, Home, Life, and many insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always puts the customer first. Apply to our team today!