Account Manager, Select Business Unit (SBU)

Interwest Insurance Services•Chico, CA

17d

About The Position

We are actively recruiting for a Commercial Insurance Account Manager, to join the InterWest Team, in our Select Business Unit! This role will be working on a construction book of business and small revenue policies. This position requires an Account Manager who can provide high-level client service and the ability to develop and articulate innovative strategies to address the unique insurance needs of our clients. This role is also responsible for enhancing and solidifying client retention. This position can be based in our Chico, Merced, Nevada City, Redding, Roseville, Sacramento, San Leandro, Truckee, or Woodland offices. InterWest has been recognized continually for our outstanding client service, company culture and community service. Our clients' financial growth and security is our top priority. We understand that as the insurance world evolves and competition intensifies, the need for innovative thinking increases. We continue to develop new, creative insurance solutions for our clients and effective work processes and tools for our employees. Our structure is based on successful teamwork, both internally and with our external partners. We have one strong unifying vision, which is to continuously flourish as an industry leader and be the best organization we can be. Our team is comprised of talented professionals who: thrive in a high energy organization have a desire to provide the highest quality of customer service are committed to giving back to the communities in which we work and live maintain the highest ethical standards enjoy a culture that encourages life-work balance value an inclusive, diverse work environment

Responsibilities

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