Personal Lines Account Manager

Job Description

At Scalzo Zogby Wittig Inc, we believe that insurance is about more than just policies; it is about people, relationships, and protecting the things that matter most in our community here in Utica. We have spent years building a reputation based on trust, and we are looking for a Personal Lines Account Manager who shares our commitment to kindness and clarity. In this role, you will become the backbone of our personal lines department. You will not just be processing paperwork; you will be the voice of calm and competence for our neighbors when they need guidance. We offer an inviting, supportive environment where your expertise is genuinely valued and where you are encouraged to grow alongside us. We take pride in our history in New York and in the genuine connections we make every single day. If you enjoy solving puzzles, talking to people, and making a real difference in the lives of those around you, we would love to have you join our local team.

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

Manage a dedicated portfolio of personal insurance accounts by proactively reviewing coverage and identifying protection gaps.

Process policy endorsements, renewals, and cancellations with high attention to detail.

Serve as a primary point of contact for clients, answering coverage questions and providing clear, helpful insurance guidance.

Collaborate with our insurance carrier partners to advocate for clients and negotiate competitive terms.

Identify cross-selling opportunities to ensure our clients have the full protection they need.

Maintain accurate and thorough digital records for every client interaction.

Requirements

New York State Property and Casualty License.

Three or more years of experience managing personal insurance accounts.

In-depth knowledge of personal lines insurance products and underwriting guidelines.

Strong comfort level with agency management systems and carrier portals.

High school diploma or equivalent.

Experience with Applied Epic or similar agency software.

Deep familiarity with the Oneida, Herkimer, Madison counties insurance landscape.