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Host Peter Brecht sits down with commercial account manager Dove Blaker to discuss the realities of commercial lines insurance, the transition to fully remote work, and what it takes to manage complex contractor books. Dove shares her career path starting from a receptionist role found on Craigslist to becoming an indispensable partner alongside Matthew Portillo.
They dive into the daily discipline required to keep clients protected, the complexity of additional insured endorsements, and how a team approach keeps renewals running smoothly even when timelines get tight. Dove also shares practical stress management habits and puts Peter to the test with some classic licensing exam flashcards.
Timestamps
00:00 - Introduction and birthday wrapping hacks
01:26 - Meeting the Falcon West team and family anniversary
02:11 - How Dove got started in the insurance industry
03:20 - Why commercial lines beats personal lines every time
04:06 - Day in the life of a commercial account manager
05:07 - Specializing in contractor coverages and certificates
06:31 - Working with Matthew Portillo and high-level client service
07:35 - Client meetings and building strong relationships
08:03 - The transition to working remote and finding balance
10:29 - What makes an ideal client relationship
11:52 - Communication dynamics within an insurance team
12:28 - Resolving coverage mistakes and overcoming challenges
13:30 - The desk note: Everything always works out
14:20 - Career advice for new commercial account managers
15:31 - How Peter got licensed and entered the industry
18:53 - Life outside the office and favorite Lucadia spots
21:17 - Custom outdoor kitchens and barbecue setups
23:17 - Quick commercial insurance trivia and flashcard test
Falcon Forward is your weekly look into the world of commercial and personal insurance, small business dynamics, and modern career paths within the insurance industry. Hosted by Peter Brecht and Mike Tanghe, we break down complex coverage concepts into practical insights you can use to protect and scale your business.
By Peter BrechtHost Peter Brecht sits down with commercial account manager Dove Blaker to discuss the realities of commercial lines insurance, the transition to fully remote work, and what it takes to manage complex contractor books. Dove shares her career path starting from a receptionist role found on Craigslist to becoming an indispensable partner alongside Matthew Portillo.
They dive into the daily discipline required to keep clients protected, the complexity of additional insured endorsements, and how a team approach keeps renewals running smoothly even when timelines get tight. Dove also shares practical stress management habits and puts Peter to the test with some classic licensing exam flashcards.
Timestamps
00:00 - Introduction and birthday wrapping hacks
01:26 - Meeting the Falcon West team and family anniversary
02:11 - How Dove got started in the insurance industry
03:20 - Why commercial lines beats personal lines every time
04:06 - Day in the life of a commercial account manager
05:07 - Specializing in contractor coverages and certificates
06:31 - Working with Matthew Portillo and high-level client service
07:35 - Client meetings and building strong relationships
08:03 - The transition to working remote and finding balance
10:29 - What makes an ideal client relationship
11:52 - Communication dynamics within an insurance team
12:28 - Resolving coverage mistakes and overcoming challenges
13:30 - The desk note: Everything always works out
14:20 - Career advice for new commercial account managers
15:31 - How Peter got licensed and entered the industry
18:53 - Life outside the office and favorite Lucadia spots
21:17 - Custom outdoor kitchens and barbecue setups
23:17 - Quick commercial insurance trivia and flashcard test
Falcon Forward is your weekly look into the world of commercial and personal insurance, small business dynamics, and modern career paths within the insurance industry. Hosted by Peter Brecht and Mike Tanghe, we break down complex coverage concepts into practical insights you can use to protect and scale your business.