We are actively recruiting for a Commercial Insurance Account Manager, to join the InterWest Team, in our Select Business Unit! The book is specialized and consists of artisan contractors and small revenue policies. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.

This position can be based in our Chico, Merced, Redding, Roseville, Sacramento, Truckee, Woodland, or Nevada City offices.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

JOB RESPONSIBILITIES:

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

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Experienced understanding of insurance industry a basic understanding of the overall company
• Apply experienced knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Select Business Unit Standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Work towards a designation such as CISR or equivalent
• Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License

JOB QUALIFICATIONS:

• 7+ years general insurance account management experience
• 3-5 years’ experience working on construction accounts
• Education – High school diploma required
• Excellent organization and prioritization skills
• Strong mathematical and analytical skills
• Excellent written and oral communication skills

Required Certification – Property and Casualty Broker-Agent License

Starting compensation for this specific role (all salary decisions are based on experience, skills, education, training, certifications and licenses, book of business assigned, and geographical location):

$47,500 – $63,000

We are actively recruiting for a Commercial Lines Account Manager to join the InterWest team! This role will be working on a generalist book of business. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.

This position can be based in our Chico, Merced, Redding, Roseville, Sacramento, or Woodland offices. Candidates that reside outside of the listed locations are encouraged to apply and may be considered for a remote opportunity.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

Job Duties and Responsibilities:

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

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Experienced understanding of insurance industry a basic understanding of the overall company
• Apply experienced knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines Standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Work towards a designation such as CISR or equivalent
• Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License

Job Qualifications:

• 5+ years general insurance account management experience
• Education – High school diploma required
• Excellent organization and prioritization skills
• Strong mathematical and analytical skills
• Excellent written and oral communication skills

Required Certification – Property and Casualty Broker-Agent License

Starting compensation for this specific role (all salary decisions are based on experience, skills, education, training, certifications and licenses, book of business assigned, and geographical location):

$47,500 – $78,000

We are actively recruiting for an experienced Commercial Lines Account Manager with specific experience in the construction industry to join the InterWest team. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.

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

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

Job  duties and Responsibilities:

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

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Experienced understanding of insurance industry a basic understanding of the overall company
• Apply experienced knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines Standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Work towards a designation such as CISR or equivalent
• Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License

Job Qualifications:

• 5 years construction industry insurance account management experience
• Education – High school diploma required
• Excellent organization and prioritization skills
• Strong mathematical and analytical skills
• Excellent written and oral communication skills

Required Certification – Property and Casualty Broker-Agent License

Starting compensation for this specific role (all salary decisions are based on experience, skills, education, training, certifications and licenses, book of business assigned, and geographical location):

$47,500 – $80,000

We are actively recruiting for an experienced Commercial Lines Account Manager with specific experience in the transportation industry to join the InterWest team. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.

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

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

Job Duties and Responsibilities:

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

• Maintain consistent and continuous communication with assigned clients, including tasks related to new business set up and applications, renewal applications and marketing
• Experienced understanding of insurance industry a basic understanding of the overall company
• Apply experienced knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Commercial Lines Standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims
• Account processing including, but not limited to review of quotes, policy changes and endorsement processing, preparing proposals, binding coverage, basic insurance related contract review, preparing certificate templates and correct policy forms, invoicing, premium financing and confirming policy accuracy for delivery to client, and processing final audits
• Resolve issues relating to accounting or client billing
• Review and process pending cancellations and final cancellations
• Escalate client issues to Supervisor or advise the Broker on client issues as appropriate
• Provide needed information to clients, carriers, Broker and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Work towards a designation such as CISR or equivalent
• Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License

Job Qualifications:

• 5 years insurance account management experience
• Education – High school diploma required
• Excellent organization and prioritization skills
• Strong mathematical and analytical skills
• Excellent written and oral communication skills

Required Certification – Property and Casualty Broker-Agent License

Starting compensation for this specific role (all salary decisions are based on experience, skills, education, training, certifications and licenses, book of business assigned, and geographical location):

$47,500 – $82,000

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.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization
• have a desire to provide the highest quality of customer service
• are committed to giving back to the communities in which we work and live
• maintain the highest ethical standards
• enjoy a culture that encourages life-work balance
• value an inclusive, diverse work environment

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.

We are actively recruiting for an experienced Personal Lines Account Manager for our Nevada City, CA office. The Personal Lines Account Manager provides problem-solving, strategic, and consultative skills and advanced account management support on a book of business. The position partners with Producer(s) to develop creative strategies and solutions for client retention and growth. This position contributes to new business sales by working effectively with the sales producers during the sales process and with underwriters in the marketing process.

This position requires an Account Manager who can provide high-level service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention.

InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients’ financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases.

We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be.

Our team is comprised of talented professionals who:

• thrive in a high energy organization,
• have a desire to provide the highest quality of customer service,
• are committed to giving back to the communities in which we work and live,
• maintain the highest ethical standards,
• enjoy a culture that encourages life-work balance and,
• value an inclusive, diverse work environment.

Job Duties and Responsibilities

• In collaboration with the Producer, market, service, develop and retain assigned accounts.
• Maintain consistent and continuous consultative communication directly with assigned clients, including task related to new business set up and applications.
• Prepares, with little or no direction, renewals and marketing efforts.
• Assists Producer in preparing proposals and recommendation of other lines of coverage for the client, as needed.
• Engage in service processes to successfully support the client by establishing best practices and exceeding the service expectations of clients in accordance with the Personal Lines Standards and workflows.
• Uses discretion, independent and advanced logic and make judgements under only general supervision.
• Gathers information from and meets with clients as necessary to provide service and round out accounts as needed.
• Understands the extent and terms of the coverage offered, especially when working with excess and surplus lines markets.
• Serves as subject matter advisor to help resolve service problems.
• Maintain current and accurate client files, applications and activities in the Agency Management System
• Maintain timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims.
• Attend company sponsored seminars and educational activities necessary to maintain product knowledge and underwriting expertise.
• Maintain required continuing education annually to ensure renewal of Fire and Casualty Broker-Agent License and education requirements to secure advanced designations such as CISR and/or CIC.

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.
• Experience:  At least 3 years’ experience in Personal Lines Insurance required.
• License:  Must have and maintain current Property and Casualty Broker-Agent License.

Required Job Skills and Competencies:

• Analysis and Problem Solving – Understands analyzes and develops solutions for problems related to selling, servicing clients and performing job functions.
• Computer Knowledge – Demonstrates knowledge of and ability to learn essential functions associated with technology utilized in daily workflow, including correspondence, data entry, email, Internet, Intranet
• Customer Service – Possesses strong customer service, presentation and communication skills. Manages difficult or emotional customer situations; responds promptly to customer needs; responds to requests for service and assistance; meets commitments.
• Interpersonal Skills – Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others’ ideas and tries new things. Demonstrates tactful negotiation and persuasion skills to achieve objectives.
• Oral Communication – Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions. Prepares and presents client presentations with clarity and understanding.
• Written Communication – Writes clearly and informatively; edits work for spelling and grammar; able to read and interpret written information.
• Judgment – Exhibits sound and accurate judgment; includes appropriate people in decision making process; makes timely decisions.
• Motivation – Sets and achieves challenging goals; demonstrates persistence and overcomes obstacles.
• Professionalism – Approaches others in a tactful manner; reacts well under pressure; treats others with respect and consideration regardless of their status or position; accepts responsibility for own actions; follows through on commitments.
• Productivity and Quality – Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality. Meets productivity standards; completes work in timely manner; strives to increase productivity.
• Safety and Security – Observes safety and security procedures; reports potentially unsafe conditions; uses equipment and materials properly.
• Adaptability – Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation.
• Attendance/Punctuality – Is consistently at work and on time.
• Dependability – Follows instructions, responds to management direction; keeps commitments; completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative – Volunteers readily; seeks increased responsibilities; looks for and takes advantage of opportunities; asks for and offers help when needed; self-motivated with an organized style.
• Innovation – Meets challenges with resourcefulness.

Starting compensation for this specific role (all salary decisions are based on experience, skills, education, training, certifications and licenses, book of business assigned, and geographical location): $50,000 – $60,000