Associate Account Manager, Select Business Unit (SBU)

Interwest Insurance Services•Chico, CA

About The Position

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 comprises 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
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
Obtain Property & Casualty Broker-Agent license
Maintain required continuing education annually to ensure renewal of Property and Casualty Broker-Agent License