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The following opportunities are currently available at our offices:

We are actively recruiting for a Corporate Services Project Assistant to join the InterWest team. The Corporate Services Project Assistant will assist the Corporate Services Department with advancing the objectives of the organization, and will work closely with and support the team on a range of projects.

JOB RESPONSIBILITIES

  • Manage InterWest’s association membership registrations and information
  • Maintain the branding document spreadsheet to track creation date and updates
  • Manage venue scheduling, vendor contacts, client inquiries for CPR classes
  • Assist with Employers’ School planning and management in preparation to assume full responsibility within 12 months
  • Manage client / prospect training event registration
  • Assist with philanthropy campaigns / event promotions, signage, etc.
  • RFP (Request for Proposal) Formatting
  • Create interactive PDF forms
  • Retrieve analytics for InterWest websites
  • Manage subscriber lists and monitor newsletter metrics
  • Assist with facilitation of practice groups
  • Monitor paper and toner for large format printer
  • Assist with printing and cutting of large format projects
  • Other duties as required

JOB QUALIFICATIONS

 Education and Training

  • High school diploma or general education degree (GED) required
  • College degree desirable
  • Proficient with Microsoft Office (Word & Excel)
  • Familiar with Publisher, InDesign and PowerPoint software.

We are actively recruiting for an experienced Commercial Lines Account Manager which will support the NCSIG (Northern CA Schools Insurance Group) Program. 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 is based in our Redding location.

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:

  • Experience – At least five (5) years of Commercial Lines experience is preferred.
  • 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