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.
Salary Range: $45,000.00 per year
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
● 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
● 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
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!