Commercial Client Services Executive

Commercial Client Services Executive Remote - Full-Time;

Falcon Insurance Agency of Michigan Ann Arbor, Michigan (Licensed in 46+ states);

Falcon Insurance Agency of Michigan is seeking a Commercial Client Services Executive to join our fast-growing, nationally licensed commercial P&C insurance brokerage.

In this role, you'll help manage a portfolio of commercial clients-primarily within the real estate, construction, hospitality, and professional services sectors-by providing outstanding client servicing and renewal support. You'll work closely with senior producers and account executives to ensure smooth policy renewals, efficient document handling, and white-glove client support throughout the policy lifecycle.

• Manage an assigned book of business of $350,000 to $550,000 revenue commissions + agency service fees associated with our various commercial insurance client accounts ;

• Coordinate pre-renewal planning & document intake;

• Process policy changes, endorsements, and COIs;

• Liaise with underwriters and carrier reps;

• Support claims coordination and tracking;

• Prepare submission materials (SOVs, loss runs, applications, etc.);

• Maintain accurate activity logs in agency systems (EZLynx, Google Drive Sheets, Docs );

• 2-4+ years of commercial insurance experience (CSR, AM, or AE-level);

• Familiarity with standard P&C commercial coverage forms (GL, BOP, WC, Auto, etc.);

• Excellent communication skills (written + verbal);

• Strong attention to detail and ability to manage multiple client timelines;

• Experience with agency management systems preferred (EZLynx, HawkSoft, EPIC, AMS360, etc.);

• Ability to work independently in a remote team environment;

• Base Salary: $49,000-$64,000 (DOE);

• Performance Bonus: Up to 3% of assigned book revenue;

• Health, Dental & Vision: 100% employer-paid (BCBS Platinum PPO) after 90 days;

• Unlimited PTO + Sick Days;

• Fully Remote Role + Tech Setup Provided;

• Optional Travel Opportunities (two to six company travel events per year);