Note: The job is a remote job and is open to candidates in USA. Falcon West Insurance Brokers, Inc. is a growing insurance brokerage with a service-driven personal insurance team. The company is seeking a Personal Lines Account Manager / Customer Service Representative to manage middle-market and high-net-worth client accounts, handle policy servicing and renewals, and provide tailored insurance solutions.
Responsibilities
- Provide outstanding service to personal lines clients by managing their insurance needs from start to finish
- Handle renewals, policy changes, billing inquiries, claims follow-ups, and new business processing
- Communicate with carriers and underwriters to ensure clients receive the best options
- Identify cross-sell and upsell opportunities to enhance client protection
- Maintain accurate client records and documentation in the agency management system
- Stay current through continuing education and industry training
Skills
- • Ability to assess personal insurance needs and recommend appropriate coverage
- • Strong knowledge of middle market personal insurance products (homeowners, auto, umbrella, rental, flood, earthquake, etc.) and some high networth
- • Accuracy and efficiency in processing quotes, policy changes, renewals, and billing
- • Excellent organizational skills for managing certificates, endorsements, and client files
- • Proactive problem-solving to identify and resolve client issues or coverage gaps
- • Experience assisting clients with claims or billing concerns diplomatically and effectively
- • Strong communication and negotiation skills with carriers and clients
- • Comfort using carrier systems, tools, and digital platforms
- • Friendly, positive attitude and eagerness to learn
- • Excellent relationship-building and client communication skills
- • Highly organized and detail-oriented
- • Independent, self-motivated, and thrives in a supportive team environment
- • Tech-savvy; comfortable with quoting systems, carrier portals, and digital communication
- • Proficiency in Excel, Outlook, and Word
- • Bachelor's degree or 3+ years of experience in personal lines account management or insurance customer service
- • Active Property & Casualty license (required)
- • Job Type : Full-time
- • Schedule : Monday to Friday, 8-hour shift
- • Experience with AMS360 or Applied Systems is a plus
- • Professional designations such as CISR, CPRM , or similar are highly respected
- Work Location : Remote (California preferred)
Benefits
- 401(k) with matching
- Health, dental, and vision insurance
- Life & disability insurance
- Paid time off
- Tuition reimbursement
- Yearly bonus
Company Overview