We are actively recruiting for an experienced Commercial Lines Account Manager to join the InterWest team. This position will be working on an agriculture (Ag) 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, Nevada City, Redding, Roseville, Sacramento, or Truckee 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
• Ag insurance experience is a plus
• 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 – $75,000 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, 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 – $83,000 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, Nevada City, Redding, Roseville, Sacramento, or Truckee 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
• Construction insurance experience is a plus
• 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 an Account Manager in our Employee Benefits Department to join the dynamic InterWest team! The Account Manager maintains effective client and carrier relationships, supports the sales process for new and renewal business with focus on client retention, follows department and agency standards, and upholds our organization’s vision, mission, and guiding principles. The Account Manager is expected to develop and demonstrate an understanding of the sales process, leadership potential and the aptitude to be successful as an Account Manager.

This position will be based in our Chico, Roseville, Sacramento, or Woodland office.

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

ESSENTIAL FUNCTIONS:

Develops effective client relationships by:

• Maintaining consistent and continuous communication with assigned clients.
• Providing prompt and courteous service and assistance to clients as needed.
• Meeting or surpassing customer service expectations in accordance with agency and department standards and workflows.
• Providing needed information to clients, carriers, brokers and other internal personnel.

Performs or assists with account administration by:

• Engaging in the service process in tandem with a broker to successfully support the client by establishing best practices and meeting the service expectations of clients in accordance with the Employee Benefits standards and workflows.
• Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.
• Maintaining current and accurate client data in the Agency Management System.
• Assisting in account processing, installing new policies and ordering client materials.
• Assisting clients in daily administrative issues, enrollments, claim problems.
• Coordinating open enrollment meetings as needed.
• Marketing new business and renewals.

Ensures the accuracy and value of service to clients by:

• Maintaining timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims.
• Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.
• Developing and/or maintain experienced understanding of insurance industry and products offered.
• Understanding coverage and terms related to clients’ policies.
• Escalating client issues to supervisor and advising the broker on client issues as appropriate.
• Providing needed information to clients, carriers, brokers and other internal personnel on a timely basis.
• Attending and participating in InterWest’s department or industry-specific practice group.
• Participating in seminars, webinars and other training to maintain required skill levels and further develop career and industry knowledge.

Manages required annual continuing education and renewal of Life-Only, Accident and Health Agent license.

MARGINAL FUNCTIONS

• Printing and collating client materials.

JOB QUALIFICATIONS

• Education: High school diploma required; some college level coursework preferred. 
• Experience: At least two years’ work experience in the insurance industry or related field.
• Licensing: Active Life-Only, Accident and Health Agent license.

The estimated starting compensation range for this full-time position is $51,000 – $75,000 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.