Job Overview 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 - $60,000.00 per year 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 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 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 About Us 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!