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Paid Internships in Petaluma / Sacramento

We are pleased to offer our Summer Internship Program, which will provide you with a paid 10-week part-time internship during the summer of 2021. 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. Internship to start on Tuesday, June 1st.

At the end of the 10-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 scholarship through the Council of Insurance Agents and Brokers. Last year two of our interns were awarded $5,000.00 scholarships!

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 20 hours per week.

We are actively recruiting an Account Manager in our Benefits Department to join the InterWest team. The Account Manager is responsible for enhancing and solidifying effective client relationships by providing exceptional customer service with a focus on client retention.

This position can be serviced out of the Chico office.

Job Responsibilities:

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 the customer service expectations of clients in accordance with agency standards and workflows.
  • Providing needed information to and resolving issues for clients.

Performs or assists with account administration by:

  • Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.
  • Maintaining current and accurate customer databases and files.
  • Assisting in account processing, installing new policies, ordering client materials
  • Assisting client 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 competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.
  • Escalating client issues or advising the Producer on client issues as appropriate.
  • Participating in seminars and other training to maintain required skill levels and enhance job and industry knowledge.

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

Marginal Functions

  • Other duties as assigned.
  • Printing and collating client materials.

Job Qualifications:

Education:  High school diploma or equivalent.

Experience:  At least three to five years’ work experience in the insurance industry or related field.

Special Requirements:  Life-Only, Accident and Health Agent license required.

We are actively recruiting an Account Manager to join the Surety team at InterWest. The Surety Account Manager enhances and solidifies effective client relationships by providing exceptional customer service with focus on client relations, aiding Producers, Account Executives, and other Account Managers in issuing bonds to existing and new clients per quality and service standards developed by the agency.

This position can be serviced out of the Sacramento office.

Job Responsibilities

Develop 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 exceeding the customer service expectations of clients in accordance with agency 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, 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 or Account Executive of client issues as appropriate.
  • Participating in seminars and other training to maintain required skill levels and enhance job and industry knowledge.

Additional Responsibilities

  • Performs other related duties as assigned.
  • Perform other duties as assigned or directed by the Manager of Surety

Job Qualifications

Education:  High School diploma or equivalent required.  College course work preferred.

 

Certifications:

  • Active Property and  Casualty  Broker-Agent  License  or  obtained  within  90  days  of employment.
  • Active California Notary Public appointment or obtained within 90 days of employment.

Experience:

  • Knowledge of or experience in surety industry, customer service and/or surety bond terminology, surety markets, underwriting procedures and premium calculations is preferred.
  • Ability to type quickly and with accuracy. Typing speed of 40 wpm is the preferred minimum.

Special Requirements:  Ability to type quickly and with accuracy; typing speed of 50 wpm.

We are actively recruiting for an experienced Commercial Lines Account Manager to join the InterWest team. This role is responsible for enhancing and solidifying client relationships by providing exceptional customer service with a focus on client retention. The Commercial Lines Account Manager also provides high level support to producers, is professional, self-motivated and driven.

This position can be based in our Chico, Hollister, Merced, Sacramento or Woodland office.

Job Responsibilities:

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 exceeding the customer service expectations of clients in accordance with agency standards and workflows.
  • Providing needed information, and resolving problems for clients.

Performs or assists with account administration by:

  • Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.
  • Maintaining current and accurate customer databases and files.
  • Assisting in account processing, including but not limited to preparing proposals, ordering policies, binders, ID cards, certificates, invoicing, premium financing and processing policies.
  • 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.

Ensures the accuracy and value of service to clients by:

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

Meets annual continuing education requirements for renewal of Property and Casualty Broker-Agent License.

Performs other duties as requested by Commercial Lines Supervisor.

Job Qualifications

  • Knowledge of Commercial Insurance coverages and markets, some experience with Agriculture Related risks preferred
  • Experience working on middle market to large accounts
  • 5+ years general insurance/account management experience
  • Excellent organization and prioritization skills
  • Strong mathematical and analytical skills
  • Excellent written and oral communication skills

Education – High school diploma required; some college level coursework preferred.  Knowledge of, or experience in the insurance industry is compulsory.

Certification – Property and Casualty Broker-Agent License

We are actively recruiting for an experienced Commercial Lines Account Manager to join the InterWest team. This role is responsible for enhancing and solidifying client relationships by providing exceptional customer service with a focus on client retention. The Commercial Lines Account Manager also provides high level support to producers, is professional, self-motivated and driven.

This position can be based in our Petaluma, Sacramento, Roseville, Merced, Chico, Walnut Creek, or Hollister office.

JOB RESPONSIBILITIES:

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 exceeding the customer service expectations of clients in accordance with agency standards and workflows.
  • Providing needed information, and resolving problems for clients.

Performs or assists with account administration by:

  • Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.
  • Maintaining current and accurate customer databases and files.
  • Assisting in account processing, including but not limited to preparing proposals, ordering policies, binders, ID cards, certificates, invoicing, premium financing and processing policies.
  • 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.

Ensures the accuracy and value of service to clients by:

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

Meets annual continuing education requirements for renewal of Property and Casualty Broker-Agent License.

Performs other duties as requested by the Commercial Lines Supervisor and / or Commercial Lines Senior Manager.

JOB QUALIFICATIONS:

  • Knowledge of Commercial Insurance coverages and markets, some experience with Construction related risks preferred
  • Experience working with complex construction accounts
  • Experience working on middle market to large accounts
  • 7+ years general insurance / account management experience
  • Education – High school diploma required; some college level coursework preferred
  • Excellent organization and prioritization skills
  • Strong mathematical and analytical skills
  • Excellent written and oral communication skills

Required Certification – Property and Casualty Broker-Agent License

We are actively recruiting for a Commercial Lines Account Manager with General Business experience to join the InterWest team. This role is responsible for enhancing and solidifying client relationships by providing exceptional customer service with a focus on client retention. The Commercial Lines Account Manager also provides high level support to producers, is professional, self-motivated and driven.

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

JOB RESPONSIBILITIES:

Develops effective client relationships by:

  • Maintaining consistent and continuous communication with assigned
  • Providing prompt and courteous service and assistance to clients as
  • Meeting or exceeding the customer service expectations of clients in accordance with agency standards and
  • Providing needed information, and resolving problems for

Performs or assists with account administration by:

  • Completing client servicing tasks related to new business set up and applications, renewal applications, and policy
  • Maintaining current and accurate customer databases and
  • Assisting in account processing, including but not limited to preparing proposals, ordering policies, binders, ID cards, certificates, invoicing, premium financing and processing
  • Understanding or determining the reasons for account cancellations or potential cancellations to prevent reoccurrences or missed opportunities to save an
  • Resolving issues relating to accounting or client

Ensures the accuracy and value of service to clients by:

  • Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client
  • Escalating client issues or advising the Producer on client issues as
  • Participating in seminars and other training to maintain required skill levels and enhance job and industry

Meets annual continuing education requirements for renewal of Property and Casualty Broker-Agent License.

Performs other duties as requested by the Commercial Lines Supervisor and / or Commercial Lines Senior Manager.

JOB QUALIFICATIONS:

  • 1 year general business/account management experience
  • Education – High school diploma required; some college level coursework preferred
  • Excellent organization and time management skills
  • Excellent written and oral communication skills

Required Certification – Property and Casualty Broker-Agent License

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.

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.