Commercial Lines Account Manager

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: $60000.00 - $85000.00 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

Responsibilities

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

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