Falcon West Insurance Brokers, Inc. · 1 week ago
Commercial Lines Account Manager
United States
Full-time
Remote
Mid Level
$70K/yr - $80K/yr
3+ years expFalcon West Insurance Brokers, Inc. is expanding and seeking an experienced Commercial Lines Account Manager / Customer Service Representative to support their growing property & casualty team. The role involves collaborating with the team to deliver optimal solutions to commercial insurance prospects and clients, while managing a diverse book of business in a fast-paced environment.
Financial ServicesInsuranceRisk Management
Responsibilities
Assist clients in navigating the often-confusing world of commercial insurance
Maintain high standards of customer service with timely and efficient communication
Collaborate with underwriters to market new business and renew existing accounts
Prepare compelling proposals and presentations for clients
Monitor complex claims and support clients through resolution
Identify cross-sell and upsell opportunities during renewals
Ensure timely, accurate policy delivery and documentation
Continuously grow your insurance knowledge through continuing education
Qualification
Required
Bachelor's degree or 3+ years of experience in a similar insurance-related administrative or customer service role
Active Property & Casualty license (required)
Ability to assess and manage client risk profiles
Solid understanding of commercial insurance products (e.g., BOP, general liability, property, workers' comp, commercial auto, cyber liability, etc.)
Accuracy and efficiency in handling quotes, policies, endorsements, and renewals
Excellent organizational skills for managing certificates, endorsements, and daily service tasks
Proactive problem-solving skills to identify coverage gaps or client needs
Experience resolving claims or billing issues diplomatically and effectively
Strong negotiation skills with carriers to secure favorable terms or pricing
Adaptability to evolving carrier appetites, systems, and regulations
Positive attitude and eagerness to learn
Strong relationship-building abilities
Independent worker who thrives in a team environment
Highly accurate, with strong attention to detail
Clear written and verbal communication skills
Comfortable with digital tools, quoting systems, and carrier portals
Goal-driven with a strong desire to achieve results
Familiarity with Excel, Outlook, and Word for communication and documentation
Preferred
Professional designations such as CIC, CRM, CISR, or CPCU are highly valued
Proficiency in AMS360 or Applied Systems is a plus
Benefits
401(k) with company match
Health, dental, and vision insurance
Life & disability insurance
Paid time off
Tuition reimbursement
Annual bonus
Company
Falcon West Insurance Brokers, Inc.
The insurance market is noisy. We help businesses and families find the signal.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase