We are actively recruiting for an Associate Account Manager, to join the InterWest Team, in our Select Business Unit Department! The Associate Account Manager position is an introductory position for unlicensed individuals in the process of obtaining a Property & Casualty Broker-Agent license -or- those newly licensed without a book of business assigned or a small and less complex book of business assigned to maintain.

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.

JOB CODE: 1000005