Note: The job is a remote job and is open to candidates in USA. Falcon West Insurance Brokers is a technology-focused insurance brokerage serving clients across a range of industries. The Commercial Lines Account Manager Assistant / CSR supports a Producer and experienced Account Manager with day-to-day commercial account servicing, including submissions, renewals, documentation, client and carrier communications, policy review, and follow-up.
Responsibilities
- Assist the Account Manager and Producer with day-to-day servicing of commercial accounts
- Help with new business submissions, renewals, endorsements, certificates, and policy changes
- Request and organize underwriting information and documentation
- Communicate with clients, carriers, and underwriters by phone and email
- Follow up on outstanding items and help keep accounts moving
- Assist with preparing renewal proposals and client presentations
- Review policies and endorsements for accuracy
- Help with billing, claims, and other client service questions
- Monitor renewal dates and help make sure deadlines are met
- Obtain and maintain certificates of insurance and other required documentation
- Work with underwriters and carrier partners on quotes and renewal terms
- Help identify client needs or coverage issues and bring them to the Account Manager's attention
- Learn and take on additional responsibilities as your experience grows
Skills
- A working knowledge of Microsoft Outlook, Word, and Excel is expected
- Active California Property & Casualty license required
- The right person doesn't need to know everything on day one. We are looking for someone who has a good foundation in commercial insurance and wants to continue learning
- Organized and detail-oriented
- Comfortable managing multiple tasks and deadlines
- A good communicator, both written and verbal
- Responsive and dependable
- Comfortable working independently in a remote environment
- Someone who takes ownership of their work and follows through
- Comfortable communicating with clients and insurance carriers
- Willing to ask questions and learn
- Able to work well with a Producer and Account Manager as part of a team
- A working knowledge of commercial lines is important. Experience with some of the following is helpful:
- General Liability
- Property
- Commercial Auto
- Workers' Compensation
- Business Owners Policies (BOP)
- Umbrella / Excess
- Professional Liability
- Cyber Liability
- Other commercial package products
- Experience with certificates, endorsements, renewals, submissions, and policy checking is a plus
- Experience with AMS360 is preferred, but we are open to candidates with experience using other agency management systems
- 1+ year of insurance, commercial lines, or related customer service/administrative experience preferred
- CISR, CIC, CRM, or CPCU designation is a plus
- Bachelor's degree is a plus, but not required with relevant insurance experience
Benefits
- Full-time, Monday–Friday
- Remote — California preferred
- 401(k) with company match
- Medical, dental, and vision insurance
- Life and disability insurance
- Paid time off
- Tuition reimbursement
- Annual bonus
Company Overview