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The following opportunities are currently available at our offices:

Paid Internships in Chico / Petaluma / Redding / 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.

Application deadline is March 15th.

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 Petaluma 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 for an experienced Commercial Lines Account Manager with specific experience in the Agricultural industry 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 Fire and Casualty Broker-Agent License.

Performs other duties as requested by Commercial Lines Supervisor.

Job Qualifications

  • In-depth knowledge of the Agricultural industry, coverages and markets
  • 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 – Fire and Casualty Broker-Agent License

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 Fire 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 preferable.

Certification – Fire and Casualty Broker-Agent License

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 Reno 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:

  • 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 for an experienced Human Resources Generalist, Benefit Administrator to join the InterWest team. The Human Resources Generalist, Benefit Administrator would be in a hybrid role combining human resources and benefit administration. This position plans, manages and executes regional human resources activities, programs, and policies that are complex and often confidential in nature. This position is also responsible for directing, planning and implementing day-to-day operations of InterWest’s employee benefits programs (health, dental, vision, STD, LTD, life insurance, accident etc.). Assists employees and responds to benefits related inquiries.

This position can be based in our Chico office.

JOB DUTIES AND RESPONSIBILITIES

The essential duties and responsibilities for the position include the items listed below.  Other duties and responsibilities may be assigned.

Benefits Administration

  • Collaborate with our internal Broker, and Executive management to evaluate, plan and design the Benefit Programs offered to employees.
  • Direct, plan and administer day-to-day operations of InterWest group benefits programs
  • Ensure up-to-date benefit materials are provided and available to employees such as our; ERISA Plan document, Annual Important Notices, Medicare Part D notices, SPDs, SBCs, EOCs, plan booklets and plan highlight documents.
  • Provide oversite and work with vendor on HIPAA compliance documents and annual training.
  • Manage, track, audit and approve Benefit Enrollment for the newly eligible employees.
  • Respond to employee benefit inquiries.
  • Consult with employees to ensure thorough understanding of benefits.
  • Review, track and approve qualified benefit additions, changes and terminations.
  • Provide oversite and work with COBRA vendor to ensure proper administration of COBRA.
  • Plan, manage, and approve the annual Benefits Open Enrollment period.
  • Act as primary liaison between InterWest, our Insurance carriers and benefit system contacts.
  • Continually audit bills to ensure enrollment data and rates are accurate.
  • Resolve discrepancies and other benefit related issues with providers.
  • Collaborate and communicate regularly with the Payroll Department to ensure deductions and employer contributions are processed accurately.
  • Handle all benefit reimbursement procedures in coordination with payroll department.
  • Continually update and maintain employee benefit records and documentation in accordance with federal, state and provider regulations.
  • Manage annual Medicare Part D notifications for Creditable or Non-Creditable coverage.
  • Manage annual 1095C process.
  • Coordinate 5500 process including distribution of Summary Annual Report to plan participants and beneficiaries.
  • Provide claim material and complete required employer information for employee claims for benefits such as Accident, Short and Long Term Disability.
  • Ensure proper benefit portability and conversion forms are provided at time of termination of benefits.
  • Prepare and distribute annual ERISA Employee Benefits Plan Document (Wrap Document) and Summary Plan Description.
  • Coordinate annual HIPAA training for applicable HR/Accounting staff.
  • Perform other duties as assigned.

Human Resource Administration

  • Participate in the development of Human Resources programs, policies, procedures and guidelines.
  • Insure compliance to all company policies, local, state and government regulations.
  • Administer Human Resources programs including the performance management process, service recognition and social events, and preparation of job descriptions as needed.
  • Assist Organizational Training and Development Manager with training as needed.
  • Assist with non-sales regional staffing activities.
  • Conduct new employee orientation to educate staff on procedures, policies and practices.
  • Maintain accurate, up-to date, complete regional personnel records.
  • Review, approve and audit employee personnel action requests. Maintain and utilizes HRIS system to track employee employment changes.
  • Manage employee leaves of absences ensuring employees are properly notified of rights and responsibilities, benefits, pay, and approval status in accordance with state and federal leave and disability laws.
  • Manage and submit workers’ compensation claims.
  • Assist Regional Facilities Manager as needed with items such as space planning, security and employee moves.
  • Prepare separation notices and conduct exit interviews.
  • Keep informed of federal, state and local employment related legislation; work with Human Resources team to train managers and monitor company policies and practices to ensure compliance.
  • Perform other related duties as assigned.

JOB QUALIFICATIONS

Education:  Bachelor’s degree in Business Administration, Human Resource Management or a related field, or an equivalent combination of education and experience appropriate for the position.

Experience: At least five years’ applicable experience involving knowledge of the principals, practice, and techniques of both Human Resources and Benefits Administration required.   Solid knowledge of state and federal regulations related to Human Resource administration required. Experience with all pertinent federal and state regulations, filing and compliance requirements, both adopted and pending, affecting employee benefits programs, including the ACA, ERISA, COBRA, FMLA, ADA and Section 125.

Special Requirements:  Must have valid driver’s license, access to a vehicle, and be able to comply with InterWest Insurance Services Personal Auto Usage Policy.

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.