The Associate Account Manager develops and demonstrates an understanding of the sales process and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention within the Employee Benefits Insurance department.

 This position can be based in our Chico or Sacramento 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 Broker or experienced Account Manager or Client Executive, including tasks related to new business set up and applications, renewal applications and marketing
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager or Client Executive to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Employee Benefits standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with Broker or experienced Account Manager or Client Executive, and carrier personnel to minimize potential for errors and omissions claims
• Resolve billing issues relating to client carrier invoices
• Escalate client issues to Supervisor or experienced Account Manager or Client Executive, or advise the Broker on client issues as appropriate
• Provide needed information to carriers, Supervisor or experienced Account Manager or Client Executive, Broker, and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Regular attendance and participation in industry specific carrier trainings
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Take necessary required licensing training to obtain Accident & Health or Sickness Agent license
• Maintain required continuing education annually to ensure renewal of Accident & Health or Sickness Agent license

JOB QUALIFICATIONS:

Education: High School diploma or equivalent.

Licensing: Active Life-Only, Accident and Health Agent license or obtained within 90 days of employment.

Special Requirements: Knowledge of, or experience in the insurance industry is preferable. 

The estimated starting compensation range for this full-time position is $45,000 – $50,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

The Associate Account Manager develops and demonstrates an understanding of the sales process, and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention, follow department and agency standards, and uphold our organization’s vision, mission, and guiding principles.

This position can be based in our Chico, Hollister, Merced, Redding, Sacramento, San Leandro, Truckee, or Walnut Creek 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
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager 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
• Take necessary required licensing training to obtain Property & Casualty Broker-Agent license
• Obtain Property & Casualty Broker-Agent license
• Maintain required continuing education annually to ensure renewal of Property & Casualty Broker-Agent License 

JOB QUALIFICATIONS

Education: High school diploma or equivalent

Experience:  Knowledge of, or experience in the insurance industry is preferable. 

Licensing: Active Property and Casualty Broker-Agent License or obtained within 90 days of employment

The estimated starting compensation range for this full-time position is $42,500 – $50,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

The Associate Account Manager develops and demonstrates an understanding of the sales process and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention within the Employee Benefits Insurance department.

 This position can be based in our Chico or Sacramento 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 Broker or experienced Account Manager or Client Executive, including tasks related to new business set up and applications, renewal applications and marketing
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager or Client Executive to successfully support the client by establishing best practices and meet the service expectations of clients in accordance with the Employee Benefits standards and workflows
• Maintain current and accurate client data in the Agency Management System
• Maintain timeliness and completeness of work when interacting with Broker or experienced Account Manager or Client Executive, and carrier personnel to minimize potential for errors and omissions claims
• Resolve billing issues relating to client carrier invoices
• Escalate client issues to Supervisor or experienced Account Manager or Client Executive, or advise the Broker on client issues as appropriate
• Provide needed information to carriers, Supervisor or experienced Account Manager or Client Executive, Broker, and other internal personnel
• Regular attendance and participation in InterWest’s industry specific practice groups (if applicable)
• Regular attendance and participation in industry specific carrier trainings
• Participate in seminars/webinars and other trainings to maintain required skill levels and further develop career and industry knowledge
• Take necessary required licensing training to obtain Accident & Health or Sickness Agent license
• Maintain required continuing education annually to ensure renewal of Accident & Health or Sickness Agent license

JOB QUALIFICATIONS:

Education: High School diploma or equivalent.

Licensing: Active Life-Only, Accident and Health Agent license or obtained within 90 days of employment.

Special Requirements: Knowledge of, or experience in the insurance industry is preferable. 

The estimated starting compensation range for this full-time position is $45,000 – $50,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

The Associate Account Manager develops and demonstrates an understanding of the sales process, and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention, follow department and agency standards, and uphold our organization’s vision, mission, and guiding principles.

This position can be based in our Chico, Hollister, Merced, Redding, Sacramento, San Leandro, Truckee, or Walnut Creek 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
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager 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
• Take necessary required licensing training to obtain Property & Casualty Broker-Agent license
• Obtain Property & Casualty Broker-Agent license
• Maintain required continuing education annually to ensure renewal of Property & Casualty Broker-Agent License 

JOB QUALIFICATIONS

Education: High school diploma or equivalent

Experience:  Knowledge of, or experience in the insurance industry is preferable. 

Licensing: Active Property and Casualty Broker-Agent License or obtained within 90 days of employment

The estimated starting compensation range for this full-time position is $42,500 – $50,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

The Associate Account Manager develops and demonstrates an understanding of the sales process, and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention, follow department and agency standards, and uphold our organization’s vision, mission, and guiding principles.

This position can be based in our Chico, Hollister, Merced, Redding, Sacramento, San Leandro, Truckee, or Walnut Creek 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
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager 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
• Take necessary required licensing training to obtain Property & Casualty Broker-Agent license
• Obtain Property & Casualty Broker-Agent license
• Maintain required continuing education annually to ensure renewal of Property & Casualty Broker-Agent License 

JOB QUALIFICATIONS

Education: High school diploma or equivalent

Experience:  Knowledge of, or experience in the insurance industry is preferable. 

Licensing: Active Property and Casualty Broker-Agent License or obtained within 90 days of employment

The estimated starting compensation range for this full-time position is $42,500 – $50,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

The Associate Account Manager develops and demonstrates an understanding of the sales process, and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention, follow department and agency standards, and uphold our organization’s vision, mission, and guiding principles.

This position can be based in our Chico, Hollister, Merced, Redding, Sacramento, San Leandro, Truckee, or Walnut Creek 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
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager 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
• Take necessary required licensing training to obtain Property & Casualty Broker-Agent license
• Obtain Property & Casualty Broker-Agent license
• Maintain required continuing education annually to ensure renewal of Property & Casualty Broker-Agent License 

JOB QUALIFICATIONS

Education: High school diploma or equivalent

Experience:  Knowledge of, or experience in the insurance industry is preferable. 

Licensing: Active Property and Casualty Broker-Agent License or obtained within 90 days of employment

The estimated starting compensation range for this full-time position is $42,500 – $50,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding Sacramento, San Leandro, Truckee, or Walnut Creek 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:

• 3 years commercial/general insurance 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

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

The Associate Account Manager develops and demonstrates an understanding of the sales process, and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention, follow department and agency standards, and uphold our organization’s vision, mission, and guiding principles.

This position can be based in our Chico, Hollister, Merced, Redding, Sacramento, San Leandro, Truckee, or Walnut Creek 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
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager 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
• Take necessary required licensing training to obtain Property & Casualty Broker-Agent license
• Obtain Property & Casualty Broker-Agent license
• Maintain required continuing education annually to ensure renewal of Property & Casualty Broker-Agent License 

JOB QUALIFICATIONS

Education: High school diploma or equivalent

Experience:  Knowledge of, or experience in the insurance industry is preferable. 

Licensing: Active Property and Casualty Broker-Agent License or obtained within 90 days of employment

The estimated starting compensation range for this full-time position is $42,500 – $50,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

The Associate Account Manager develops and demonstrates an understanding of the sales process, and supports the sales process for new and renewal business. This position will maintain effective client and carrier relationships by providing exceptional customer service with a focus on client retention, follow department and agency standards, and uphold our organization’s vision, mission, and guiding principles.

This position can be based in our Chico, Hollister, Merced, Redding, Sacramento, San Leandro, Truckee, or Walnut Creek 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
• Introductory understanding of insurance industry and a basic understanding of the overall company
• Apply knowledge and understand the extent and terms of the coverage offered
• Engage in the service process in tandem with a Broker or experienced Account Manager 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
• Take necessary required licensing training to obtain Property & Casualty Broker-Agent license
• Obtain Property & Casualty Broker-Agent license
• Maintain required continuing education annually to ensure renewal of Property & Casualty Broker-Agent License 

JOB QUALIFICATIONS

Education: High school diploma or equivalent

Experience:  Knowledge of, or experience in the insurance industry is preferable. 

Licensing: Active Property and Casualty Broker-Agent License or obtained within 90 days of employment

The estimated starting compensation range for this full-time position is $42,500 – $50,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 - $85,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 - $85,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 - $85,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 - $85,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 - $85,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 - $85,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 – $95,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 – $95,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 – $95,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 – $95,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 – $95,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Roseville, Sacramento, or Truckee 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

The estimated starting compensation range for this full-time position is $47,500 – $95,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Sacramento, Chico, Hollister, Roseville, Redding, Truckee, or Merced 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

The estimated starting compensation range for this full-time position is $47,500 - $90,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Sacramento, Chico, Hollister, Roseville, Redding, Truckee, or Merced 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

The estimated starting compensation range for this full-time position is $47,500 - $90,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Sacramento, Chico, Hollister, Roseville, Redding, Truckee, or Merced 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

The estimated starting compensation range for this full-time position is $47,500 - $90,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Sacramento, Chico, Hollister, Roseville, Redding, Truckee, or Merced 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

The estimated starting compensation range for this full-time position is $47,500 - $90,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Sacramento, Chico, Hollister, Roseville, Redding, Truckee, or Merced 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

The estimated starting compensation range for this full-time position is $47,500 - $90,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding Sacramento, San Leandro, Truckee, or Walnut Creek 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:

• 3 years commercial/general insurance 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

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding Sacramento, San Leandro, Truckee, or Walnut Creek 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:

• 3 years commercial/general insurance 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

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding Sacramento, San Leandro, Truckee, or Walnut Creek 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:

• 3 years commercial/general insurance 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

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding, Sacramento, San Leandro, Truckee, or Walnut Creek 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:

• 3 years commercial/general insurance 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

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding Sacramento, San Leandro, Truckee, or Walnut Creek 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:

• 3 years commercial/general insurance 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

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding Sacramento, San Leandro, Truckee, or Walnut Creek 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:

• 3 years commercial/general insurance 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

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position can be based in our Chico, Hollister, Merced, Redding Sacramento, San Leandro, Truckee, or Walnut Creek 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:

• 3 years commercial/general insurance 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

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus, benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position will be based in our Chico or Sacramento office.

 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.

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 customer service expectations in accordance with agency and department standards and workflows.
• Providing needed information to clients, carriers, brokers and other internal personnel.

Performs or assists with account administration by:

• Engaging in the service process to successfully support the client by establishing best practices and meeting the service expectations of clients in accordance with the Employee Benefits standards and workflows.
• Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.
• Maintaining current and accurate client data in the Agency Management System.
• Assisting in account processing, installing new policies and ordering client materials.
• Assisting clients 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 timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims.
• Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.
• Developing and/or maintaining experienced understanding of insurance industry and products offered.
• Understanding coverage and terms related to clients’ policies.
• Escalating client issues to supervisor and advising the broker (if applicable) on client issues as appropriate.
• Providing needed information to clients, carriers, brokers (if applicable) and other internal personnel on a timely basis.
• Attending and participating in InterWest’s department or industry-specific practice group.
• Participating in seminars, webinars and other trainings to maintain required skill levels and further develop career and industry knowledge.

Manages required annual continuing education and renewal of Life-Only, Accident and Health Agent license.

MARGINAL FUNCTIONS

• Printing and collating client materials.

JOB QUALIFICATIONS

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

Experience: 3+ years’ work experience in the insurance industry or related field.

Licensing: Active Life-Only, Accident and Health Agent license or obtained within 90 days of employment.

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.

This position will be based in our Chico or Sacramento office.

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.

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 customer service expectations in accordance with agency and department standards and workflows.
• Providing needed information to clients, carriers, brokers and other internal personnel.

Performs or assists with account administration by:

• Engaging in the service process to successfully support the client by establishing best practices and meeting the service expectations of clients in accordance with the Employee Benefits standards and workflows.
• Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.
• Maintaining current and accurate client data in the Agency Management System.
• Assisting in account processing, installing new policies and ordering client materials.
• Assisting clients 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 timeliness and completeness of work when interacting with clients, agency, and carrier personnel to minimize potential for errors and omissions claims.
• Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.
• Developing and/or maintaining experienced understanding of insurance industry and products offered.
• Understanding coverage and terms related to clients’ policies.
• Escalating client issues to supervisor and advising the broker (if applicable) on client issues as appropriate.
• Providing needed information to clients, carriers, brokers (if applicable) and other internal personnel on a timely basis.
• Attending and participating in InterWest’s department or industry-specific practice group.
• Participating in seminars, webinars and other trainings to maintain required skill levels and further develop career and industry knowledge.

Manages required annual continuing education and renewal of Life-Only, Accident and Health Agent license.

MARGINAL FUNCTIONS

• Printing and collating client materials.

JOB QUALIFICATIONS

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

Experience: 3+ years’ work experience in the insurance industry or related field.

Licensing: Active Life-Only, Accident and Health Agent license or obtained within 90 days of employment.

The estimated starting compensation range for this full-time position is $47,500 – $65,000 annually,

plus benefits.

Compensation for this role will be set based on a variety of factors, including but not limited to

departmental budgets, qualifications, experience, education, licenses, specialty, training, and

geographical location. The hiring range represents the company’s good faith and reasonable estimate

of the range of possible compensation at the time of posting.