We are actively recruiting for a Commercial Insurance Account Manager, to join the InterWest Team, in our Select Business Unit! This role will be working on a construction book of business and small revenue policies. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.

This position can be based in our Chico, Merced, Nevada City, Redding, Roseville, Sacramento, San Leandro, Truckee, or Woodland offices.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

JOB RESPONSIBILITIES:

The essentials and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Experienced understanding of insurance industry a basic understanding of the overall company
• Apply experienced knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Select Business Unit Standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Work towards a designation such as CISR or equivalent
• Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License

JOB QUALIFICATIONS:

• 3 years commercial/general insurance account management experience
• Education – High school diploma required; some college level coursework preferred
• Excellent prioritization skills and organization skills
• Excellent written and oral communication skills
• Strong mathematical and analytical skills

Required Certification – Property and Casualty Broker-Agent License

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually, plus benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training, and geographical location. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

We are actively recruiting for an Associate Account Manager, to join the InterWest Team, in our Select Business Unit Department! The Associate Account Manager position is an introductory position for unlicensed individuals in the process of obtaining a Property & Casualty Broker-Agent license -or- those newly licensed without a book of business assigned or a small and less complex book of business assigned to maintain.

The Associate Account Manager develops and demonstrates an understanding of the sales process, and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention, follow department and agency standards, and uphold our organization’s vision, mission, and guiding principles.

This position can be based in our Chico, Merced, Roseville, Sacramento, or Woodland offices.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

JOB DUTIES AND RESPONSIBILITIES

The essentials and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Select Business Unit Standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Take necessary required licensing training to obtain Property & Casualty Broker-Agent license
• Obtain Property & Casualty Broker-Agent license
• Maintain required continuing education annually to ensure renewal of Property & Casualty Broker-Agent License

JOB QUALIFICATIONS

• Education: High school diploma or equivalent
• Experience:  Knowledge of, or experience in the insurance industry is preferable.
• Licensing: Active Property and Casualty Broker-Agent License or obtained within 90 days of employment

The estimated starting compensation range for this full-time position is $42,500 – $50,000 annually, plus benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training, and geographical location. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

We are actively recruiting for an Associate Account Manager, to join the InterWest Team, in our Commercial Lines Department! The Associate Account Manager position is an introductory position for unlicensed individuals in the process of obtaining a Property & Casualty Broker-Agent license -or- those newly licensed without a book of business assigned or a small and less complex book of business assigned to maintain.

The Associate Account Manager develops and demonstrates an understanding of the sales process and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention within the Commercial Lines department.

This position can be based in our Chico, Merced, Roseville, Sacramento, or Woodland offices.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

JOB DUTIES AND RESPONSIBILITIES

The essentials and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Take necessary required licensing training to obtain Property & Casualty Broker-Agent license
• Obtain Property & Casualty Broker-Agent license
• Maintain required continuing education annually to ensure renewal of Property & Casualty Broker-Agent License

JOB QUALIFICATIONS

• Education: High school diploma or equivalent.
• Experience:  Knowledge of, or experience in the insurance industry is preferable.
• Licensing: Active Property and Casualty Broker-Agent License or obtained within 90 days of employment

The estimated starting compensation range for this full-time position is $42,500 – $50,000 annually, plus benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training, and geographical location. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

We are actively recruiting for an experienced Commercial Lines Account Manager to join the InterWest team. This role will be working on a book of business consisting of Outdoor Recreation, Sports & Leisure, and Restaurants. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, Truckee or Woodland offices.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

Job duties and Responsibilities:

The essentials and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Experienced understanding of insurance industry a basic understanding of the overall company
• Apply experienced knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines Standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Work towards a designation such as CISR or equivalent
• Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License

Job Qualifications:

• 3+ years insurance account management experience
• Education – High school diploma required
• Excellent organization and prioritization skills
• Strong mathematical and analytical skills
• Excellent written and oral communication skills

Required Certification – Property and Casualty Broker-Agent License

The estimated starting compensation range for this full-time position is $47,500 – $80,000 annually, plus benefits. Compensation for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training, and geographical location. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

 

 

We are actively recruiting for an experienced Commercial Lines Account Manager to join the InterWest team. This position will be working on a generalist book of business. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, Truckee or Woodland offices.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

Job duties and Responsibilities:

The essentials and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Experienced understanding of insurance industry a basic understanding of the overall company
• Apply experienced knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines Standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Work towards a designation such as CISR or equivalent
• Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License

Job Qualifications:

• 5 years insurance account management experience
• Education – High school diploma required
• Excellent organization and prioritization skills
• Strong mathematical and analytical skills
• Excellent written and oral communication skills

Required Certification – Property and Casualty Broker-Agent License

The estimated starting compensation range for this full-time position is $47,500 – $78,000 annually, plus benefits. Compensation for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training, and geographical location. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

We are actively recruiting for Brokers to join the InterWest team. Our Brokers sell and service insurance policies on behalf of clients of InterWest Insurance Services LLC in compliance with the laws of the State of California, rules of the Department of Insurance, and established policies and procedures of InterWest Insurance Services LLC.    Our Brokers provide clients with peace of mind and security by creating innovative risk management solutions to prevent or reduce the potential for loss for our customers, and to assist our clients through unforeseen financial loss.

These positions can be based out of multiple locations.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

JOB DUTIES AND RESPONSIBILITIES

The essential duties and responsibilities for the position include the items listed below.  Other duties and responsibilities may be assigned.

• In coordination with Management, sets sales expectations and generates the revenue related to meeting or exceeding those expectations.
• Acquires new clients and wins accounts against competitors, while building and maintaining relationships with ongoing clients.
• Continually prospects business opportunities through cold calling, networking, and client/business partner referrals to establish and maintain a pipeline of potential new customers.
• Devises innovative methods for attracting and retaining clients using available advertising, marketing techniques, and business development activities.
• Researches prospects and client’s industries and keeps current with changes in the insurance industry.
• Gathers information from and meets with prospects/clients to assess their risk profile and get an in-depth understanding of their insurance needs.
• Works as production team member in tandem with Account Management to successfully support the client by establishing best practices for timely communication, game plans for new business prospects, and strategies for renewing policies well in advance of deadlines.
• Provides complete and thorough information on new business opportunities, such as loss runs and narratives to Account Management.
• In coordination with Account Management diligently and effectively markets the insurance products offered in accordance with Company standards. Gathers and presents competitive quote and proposal information for new client coverage as well as renewal and expanded coverage for existing clients.
• Assists client in understanding the extent and terms of the coverage offered.
• Maintains timeliness and completeness of work when interacting with clients, agency and company personnel to minimize potential for errors and omissions claims.
• Ensures that premium payments and other payments due from clients are received in a timely fashion and assists with any necessary collection efforts in compliance with Company standards.
• Builds solid working relationships with key personnel at insurance companies.
• Consults with clients on risk management and how to reduce the risk of loss liability and exposure that can lead to a claim.
• Understands and keeps informed of what InterWest has to offer clients and promotes InterWest’s Value Added Services. Works in close coordination with company personnel in Claims, Risk Management, and outside resources.
• Attends Sales Meetings such as CRISP, GAP, focus groups, and the Sales Exchange.
• Uses Company systems and procedures for client file maintenance, invoicing, claims, renewal processing and new account submissions.
• Actively participates and engages in use of InterWest Sales Platform and Sales Training.

SUPERVISORY RESPONSIBILITIES
None

 

JOB QUALIFICATIONS

Education: High school diploma or equivalent required.  Bachelor’s degree in a subject area such as Insurance and Risk Management, Marketing, Finance, or Economics is beneficial but not required.

Licensing: Must have and maintain applicable Property and Casualty Broker-Agent License and/or Life and Health Broker-Agent License.

Special Requirements: Must have valid driver’s license, access to a reliable vehicle or appropriate and authorized mode of transportation, and be able to comply with InterWest Insurance Services Personal Auto Usage Policy.

We are pleased to offer our Summer Internship Program, which will provide you with a paid 9-week part-time internship during the summer. InterWest offers this excellent opportunity to help support you in building your skills, gaining valuable experience, and being prepared to pursue open job opportunities at InterWest or the insurance industry after graduation.

The Internship is part-time three days a week, Monday through Wednesday, June 16th through August 13th. Pay is $21.00 per hour. At the end of the 9-week program we nominate our best interns, who have the potential to excel as leaders and contributors in the commercial insurance brokerage business, for a $5,000 scholarship through the Council of Insurance Agents and Brokers.

Qualifications:

• College Junior/Senior/Recent Grad with relevant interest in learning more about the insurance industry.
• Self-motivated, dependable, responsible, honest, independent, and team player.
• Must be able to commit to 22.5 hours per week.

We are actively recruiting for an Account Manager to join the InterWest team in our Personal Lines Department! The Personal Lines Account Manager provides problem-solving, strategic, and consultative skills and advanced account management support on a book of business. The position partners with Producer(s) to develop creative strategies and solutions for client retention and growth.

This position can be based in our Chico, Roseville, Sacramento, San Leandro, or Woodland offices.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

Job Duties and Responsibilities

• In collaboration with the Producer, market, service, develop and retain assigned accounts.
• Maintain consistent and continuous consultative communication directly with assigned clients, including task related to new business set up and applications.
• Prepare, with little or no direction, renewals and marketing efforts.
• Assist Producer in preparing proposals and recommendation of other lines of coverage for the client, as needed.
• Engage in service processes to successfully support the client by establishing best practices and exceeding the service expectations of clients in accordance with the Personal Lines Standards and workflows.
• Use discretion, independent and advanced logic and make judgements under only general supervision.
• Gather information from and meet with clients as necessary to provide service and round out accounts as needed.
• Understand the extent and terms of the coverage offered, especially when working with excess and surplus lines markets.
• Serve as subject matter advisor to help resolve service problems.
• Maintain current and accurate client files, applications, and activities in the Agency Management System.
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims.
• Attend company sponsored seminars and educational activities necessary to maintain product knowledge.
• Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License and education requirements to secure advanced designations such as CISR and/or CIC.

Job Qualifications

• Education:  High school diploma or equivalent required.
• Experience:  At least 1 year experience in Personal Lines Insurance required.
• License:  Must have and maintain current Property and Casualty Broker-Agent License.

The estimated starting compensation range for this full-time position is $52,500 – $60,000 annually, plus benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training, and geographical location. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

 

We are actively recruiting for an Account Manager to join the InterWest team in our Surety Department! This position will provide account management support on an assigned book of business. The Surety Account Manager enhances and solidifies effective client relationships by providing exceptional customer service with focus on client relations, supports the sales process for new and renewal business by aiding Producers, Account Executives, Department Manager, Supervisor, and other Account Managers in issuing bonds, and follows department and agency standards, and upholds our organization’s vision, mission, and guiding principles.

This position can be based in our Chico, Reno, or Sacramento offices.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

JOB DUTIES AND RESPONSIBILITIES

The essentials and responsibilities for the position include the items listed below. Other duties and responsibilities may be assigned.

Develop effective client relationships by:

• Maintaining consistent and continuous communication with assigned clients and Producers, including tasks related to new business set up and applications, renewal applications and marketing.
• Providing prompt and courteous service and assistance to clients as needed.
• Apply experienced knowledge and understand the extent and terms of the coverage offered
• Meeting or exceeding the customer service expectations of clients in accordance with Surety standards and workflows.
• Providing needed information and resolving problems for clients.

Perform or assist with account administration by:

• Completing client servicing tasks related to new business set up and applications, indemnities, renewal applications, marketing, and bond research.
• Maintaining current and accurate customer database and files.
• Assisting in account processing, including but not limited to preparing submissions, processing bonds, riders, continuation certificates or verification of coverage as well as indemnity agreements.
• Understanding or determining the reasons for account cancellations or potential cancellations to prevent reoccurrences or missed opportunities to save an account.
• Resolving issues relating to accounting or client billing.

Ensure the accuracy and value of service to clients by:

• Maintaining competency and knowledge of client data including bond information, significant dates and deadlines, and changes to client records.
• Escalating client issues or advising the Producer, Account Executive, Supervisor or Manager of client issues as appropriate.
• Participating in seminars and other training to maintain required skill levels and enhance job and industry knowledge.

Additional Functions:

• Assist Surety Team as directed.
• Perform other duties as assigned or directed by the Manager or Supervisor for Surety.

 JOB QUALIFICATIONS

• Education:  High School diploma or equivalent, some college level coursework preferred.
• Licensing:   Must have and maintain applicable Property and Casualty Broker-Agent License. Must have and maintain Notary Public appointment
• Experience:  Often has 3 or more years involving knowledge of or experience in the surety industry, customer service and/or surety bond terminology, surety markets, underwriting procedures, and premium calculations.

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually, plus benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, training, and geographical location. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.