Commercial Lines Account Manager
Falcon West Insurance Brokers, Inc.
Fully Remote, $70,000 – $80,000 / year
- Job Type: Full-Time
- Schedule: Monday to Friday, 8-hour shift
The Role
Falcon West Insurance Brokers is growing, and we are looking for a top-flight Commercial Lines Account Manager to join our expanding team. This is not just a data-entry role; we are looking for a true advisor capable of managing small and mid-market commercial insurance accounts.
You will be managing a diverse book of commercial lines clients in a fast-paced, dynamic environment. Our clientele includes small to mid-market businesses in various industries. If you are a detailed problem-solver who loves protecting clients and wants to be part of a 44-year growth story, we want to hear from you.
About Us
Falcon West has been operating successfully for over 44 years, achieving consistent double-digit growth over the past decade. We are a tech-forward organization with a largely remote team based in hubs across two states. We pride ourselves on having a stable, experienced team and a service-driven culture where clients view us as trusted partners, not just vendors.
Continuing Education & Growth
In an industry that's constantly evolving, we believe in growing together. We support your continuing education not just because it's required, but because learning new skills and earning advanced certifications makes the work more interesting and rewarding for everyone.
Our collaborative environment means knowledge gets shared freely. When one person learns something valuable, the whole team benefits. Your professional growth contributes directly to our collective ability to serve clients better.
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What You Will Do
- Manage the Lifecycle: Provide outstanding service to commercial lines clients from start to finish, handling renewals, policy changes, billing inquiries, and claims follow-ups.
- Analyze & Advise: Assess personal insurance needs to recommend appropriate coverage, identifying gaps in General Liablity, Workers Compensation, Business Auto, Professional Liablity, D&O, Cyber, and more.
- Market & Negotiate: Communicate effectively with carriers and underwriters to secure the best options for your clients.
- Protect the Agency: Maintain impeccable records in our Agency Management System (AMS) to ensure accuracy and E&O compliance.
- Grow the Book: Identify cross-sell and upsell opportunities (like adding Excess or Cyber coverage) to better protect your clients.
What You Bring to the Table
- Commercial Client Experience: Comfort handling complex risks and Commercial Client carriers is a significant plus.
- Tech-Savviness: You are comfortable working remotely, troubleshooting basic IT issues, and navigating carrier portals and comparative raters efficiently.
- Resilience: You can handle the current "hard market" conversations (rate increases) with empathy and strategy.
- Organization: You have a specific system for tracking follow-ups and ensuring no client request slips through the cracks.
- Systems Knowledge: Experience with AMS360 or Applied Systems is a plus. Proficiency in Excel, Outlook, and Word is required.
Qualifications
- Required: Active Property & Casualty (P&C) License.
- Experience & Education: Bachelor’s degree OR 3+ years of experience in personal lines account management/customer service.
- Preferred: Professional designations such as CISR, CPRM, or CIC are highly respected.
Benefits
- 401(k) with company matching
- Health, Dental, and Vision insurance
- Life & Disability insurance
- Paid Time Off (PTO)
- Continued Education reimbursement
- Yearly bonus potential
How to Apply
Ready to grow your career with a high-performing, supportive team? Apply today!
From our President:
Our company started in 1981 with two individuals and their modest plans to build an agency where you always do right by the client. We stay true to that mission today, even while adding new team members and growing at a double-digit pace annually. We promise to thoroughly review your insurance and keep you informed of industry changes, be your advocate should claims arise, and constantly seek new ways in which we can make your insurance experience more customer-friendly.
— Mike Tanghe, President