Commercial Lines Account Manager
Job Description
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.
Benefits
- 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
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