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The following opportunities are currently available at our offices:

We are actively recruiting for an experienced Commercial Lines Account Manager with specific experience in the construction industry in addition to experience working with middle to large market accounts 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, Redding, or Sacramento 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:

  • In-depth knowledge of the construction industry, coverages and markets
  • 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 an Assistant Account Manager in our Benefits Department to join the InterWest team. This role will assist the account management team by handling eligibility processing with the purpose of creating effective client relationships by providing exceptional customer service with a focus on client retention.

This position can be serviced out of either the Sacramento or Chico office.

JOB RESPONSIBILITIES:

Develops effective client relationships by:

  • Maintaining consistent and continuous communication with account managers and carriers.
  • Providing prompt and courteous service and assistance 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:

  • Working in Ease, pulling enrollment forms, changes, and terminations requested by clients and processing and following up.
  • By accessing the Eligibility Inbox, processing the ongoing adds, terms, and changes for our clients and following up.
  • When appropriate, updating Cobra vendors when terminations come through for clients.
  • Maintaining current and accurate customer databases and files.

Ensures the accuracy and value of service to clients by:

  • Assisting with 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 Account Manager on 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 Life-Agent License (if obtained).

Performs other duties as requested by Supervisor, Benefits Department.

JOB QUALIFICATIONS:

  • Education – High school diploma required; some college level coursework preferred.

We are actively recruiting a 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 serviced out of our Sacramento, Chico, or Merced 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 Fire and Casualty Broker-Agent License.

Performs other duties as requested by Senior Manager, Commercial Service Department.

JOB QUALIFICATIONS:

  • Education – High school diploma required; some college level coursework preferred. Knowledge of, or experience in the insurance industry is compulsory.
  • Certification – Fire and Casualty Broker-Agent License