Falcon West InsurancePersonal Lines Account Manager Step 1 of 13 — Contact Website How can we reach you? First Name *Last Name * Email * Phone * By submitting this form, you consent to Falcon West Insurance Brokers, Inc. saving the information you provided so that our administrative team can contact you by phone, text message, and email about career opportunities at our company. You also agree to our Privacy Policy.I Agree Next We're hiring a Personal Lines Account Manager. But before we tell you about the role, let us tell you about our company and what we're working on. ← Back Next About Falcon West We're Falcon West Insurance Brokers: A 45-year success story that's just getting started.While other brokerages are playing catch-up, we've been consistently growing at double-digit rates for the past decade. We're not your typical stuffy insurance company. We're tech-forward, fully remote (with hubs in two states), and we've built something special: a stable, experienced team that actually enjoys working together.Our clients aren't just policy numbers to us. We work with everyone from young families just starting out, to private clients managing massive estates and portfolios with complex needs. Our clients don't just buy insurance from us; they rely on us as trusted advisors. And honestly? We love that responsibility. ← Back Next The Exciting Part Now for the exciting part.Here's what makes this Personal Lines Account Manager role different:We're looking for our next problem-solver and client champion. This isn't just about processing renewals and answering phones (though you'll do that too). You'll be the person our clients trust to navigate the often-confusing world of personal insurance, and you'll help them sleep better at night knowing their families and assets are protected.This is a fully remote position with serious growth potential. You'll work with a diverse book of business, collaborate with underwriters on complex deals, and actually make a difference in how families think about risk.The ideal candidate has that perfect mix: insurance knowledge, people skills, and the drive to grow with a company that's going places. ← Back Next Qualifications Non-Negotiable: You must hold an Active Property & Casualty LicenseBackground: We require either a Bachelor's degree or 3+ years of hands-on experience in personal lines account managementX-Factor: While not required, we highly value professional designations such as CISR or CPRM ← Back Next The Job at a Glance Let's recap what the job looks like:Personal Lines Account ManagerFalcon West Insurance Brokers, Inc., Fully Remote, Western Region / California$60,000 – $70,000 / yearJob Type: Full-TimeSchedule: Monday to Friday, 8-hour shiftInsurance & BenefitsHealth, dental, and vision insurance (100% paid)Life and disability insurance (100% paid)401 (k) plan with 5% company matchTime Off10 vacation days annually5 sick days annually12 paid holidaysAdditional:Bonus eligibility based on new business growth, personal development, and company performanceAnnual salary reviewIncentives and compensation to continue education and certificationsNow, we'll need some information from you and have a few application questions as well. Keep in mind that we receive hundreds of applicants each year, and the most complete responses receive priority. ← Back Next Resume Resume and/or CV *Please upload your current resume and/or CVMax 500MB per file. LinkedIn ← Back Next Licensing Do you currently hold an active Property & Casualty insurance license?YesNo Have you ever had an insurance license suspended, revoked, or been subject to disciplinary action?YesNo Are you legally authorized to work in the United States?YesNo ← Back Next Experience How many years of direct experience do you have in Personal Lines Account Management or Customer Service?Please SelectLess than 1 year1 - 3 years3+ years Do you have a Bachelor's degree?YesNo Do you currently hold any professional insurance designations? ← Back Next Tools & Systems Do you primarily work with Personal Lines, Commercial Lines, or a mix? What annual premium volume (or book size) have you written or managed in the past year?Please indicated premium, not revenue. Which Agency Management Systems (AMS) have you used proficiently? Which Comparative Raters and Carrier Portals are you most comfortable navigating? Have you worked specifically with Private Client carriers (e.g., Chubb, Pure, AIG) or Surplus Lines markets (e.g., FAIR Plan, Lloyd's)? ← Back Next Technical Skills Walk us through your specific process for checking a policy when it comes in from the carrier against the application. What is your mental checklist? If a client verbally declines a coverage recommendation (e.g., they refuse to buy Umbrella or Flood), how do you document that refusal, and why? Describe a specific time you reviewed a client's renewal and noticed a significant coverage gap. What was it, and how did you present the solution? ← Back Next Client Scenarios Scenario: A long-time client calls you, angry that their Home/Auto premium went up 30% with no claims. They are threatening to cancel. What specific steps do you take to retain this account? How do you approach cross-selling (e.g., adding an Umbrella or Life policy) in a way that feels helpful to the client rather than "pushy"? What is your approach when a client claims they found a cheaper quote online (like Geico or Progressive)? How do you validate the comparison? ← Back Next Remote Work How do you keep track of client requests, policy changes, and follow-ups? Do you rely on the AMS diary, Outlook tasks, or a personal system? What do you least enjoy about working remotely, and how do you mitigate that challenge? Remote work requires discipline. How do you structure your day to ensure you stay focused and manage your task list effectively? Since this is a remote role, you are often your first line of IT defense. If your comparative rater freezes or you get a login error, what steps do you take before contacting management? Tell us about a mistake you made on a policy earlier in your career. How did you fix it, and how did you communicate it to the client? ← Back Submit ✓ Thank You Your submission has been received. A member of our team will be in touch with you shortly. A member of our team will reach out to you personally. Copyright © 2026Falcon West Insurance Brokers, Inc. | Privacy PolicyCA Lic# 0616640