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The following opportunities are currently available at our offices:

We are actively recruiting for an Assistant Account Manager to join the InterWest team. The Assistant Account Manager will assist Account Managers by assuming support responsibilities that focus on servicing and retaining clients.

This position can be based in our Sacramento office.

Job Responsibilities:

  • Process change requests including invoicing of endorsements once received from carrier
  • Issue Auto ID cards when processing Auto change requests
  • Ordering of Motor Vehicle Records
  • Processing of Certificates of Insurance including both daily and renewal certificates
  • Review of the insurance section of client contracts for Certificate of Insurance requests
  • Obtain updated certificate holder listing from clients at renewal
  • Update all DMV filings as needed

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:

  • Education – High school diploma or general education degree (GED).  Knowledge of, or experience in the insurance industry is required.
  • Certification – Active  Property and  Casualty  Broker-Agent  License  or  obtained  within  90  days  of employment.

 

We are actively recruiting for a Select Business Unit (SBU) 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 Account Manager also provides high level support to producers, is professional, self-motivated and driven.

This position can be based in our Chico, Sacramento, Merced, 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 account administration by:

  • Handles all aspects of new business and renewal marketing, including new business set up & application preparation, renewal application preparation, policy research, submitting to and receiving quotes from carriers, and review of quotes received
  • Maintaining current and accurate customer databases and files.
  • Manages account processing, including but not limited to preparing proposals, ordering policies, 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 Supervisor 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 SBU Supervisor and / or SBU Senior Manager.

JOB QUALIFICATIONS:

  • 2 years general business/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

We are actively recruiting for an Account Manager in our Select Business Unit 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 Account Manager also provides high level support to producers, is professional, self-motivated and driven.

This position can be based in our Chico, Roseville, 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 account administration by:

  • Handles all aspects of new business and renewal marketing, including new business set up & application preparation, renewal application preparation, policy research, submitting to and receiving quotes from carriers, and review of quotes received
  • Maintaining current and accurate customer databases and files.
  • Manages account processing, including but not limited to preparing proposals, ordering policies, 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 Supervisor 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 SBU Supervisor and / or SBU Senior Manager.

JOB QUALIFICATIONS:

  • 2 years general business/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

We are actively recruiting for a Select Business Unit (SBU) 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 Account Manager also provides high level support to producers, is professional, self-motivated and driven.

This position can be based in our Truckee, CA or Reno, NV offices.

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 account administration by:

  • Handles all aspects of new business and renewal marketing, including new business set up & application preparation, renewal application preparation, policy research, submitting to and receiving quotes from carriers, and review of quotes received
  • Maintaining current and accurate customer databases and files.
  • Manages account processing, including but not limited to preparing proposals, ordering policies, 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 Supervisor 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 SBU Supervisor and / or SBU Senior Manager.

JOB QUALIFICATIONS:

  • 2 years general business/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

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 Woodland, Merced, Chico, Roseville or Sacramento office. Candidates that reside outside of the listed locations are encouraged to apply and may be considered for a remote opportunity.

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 account administration by:

  • Handles all aspects of new business and renewal marketing, including new business set up & application preparation, renewal application preparation, policy research, submitting to and receiving quotes from carriers, and review of quotes received
  • Maintaining current and accurate customer databases and files.
  • Manages 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

  • 3 years general business/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

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.