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. Benefits 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 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 carrierReview 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 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 #J-18808-Ljbffr