Associate Account Manager, Transportation Unit, Commercial Insurance

Job Description

Job Description

We are actively recruiting for an Associate Account Manager, to join the InterWest Team, in our Commercial Insurance 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 within the Transportation Unit of the Commercial Insurance department.

This position can be based in our Chico, Merced, Roseville, 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 RESPONSIBILITIES AND DUTIES

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 friendly & courteous communication with Transportation clients.
• Providing prompt service and assistance to clients or directing them to team members able to address their needs.
• Meeting or exceeding the customer service expectations of clients in accordance with agency standards, workflows, and Transportation program guidelines.
• Assisting with the planning and facilitation of board meetings and events.
• Website updating – review the Transportation website, keeping it current and providing the members with access to the site.
• Assisting Transportation Unit team members with renewal marketing, including application preparation, gathering of renewal information, Excel data compilation & updating.
• Maintaining current and accurate customer databases and files. Proper utilization of the EPIC and Access Management Systems.
• Provides account processing service, including but not limited to binders, ID cards, certificates, invoicing, premium financing and processing policies, as directed by Transportation team members.
• Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.
• Advising Supervisor or Transportation Manager of client issues as appropriate.
• Participating in seminars and other training to maintain required skill levels and enhance job and industry knowledge.
• Meets annual continuing education requirements for renewal of Property and Casualty Broker-Agent License.

Performs account administration by:

Ensures the accuracy and value of service to clients by:

Performs other duties as requested by the Commercial Insurance Supervisor and/or Commercial Insurance Senior Manager.

JOB QUALIFICATIONS:

Education – High school diploma required; some college level coursework preferred. Knowledge of, or experience in the insurance industry  preferred but not required.

Required Certification – Property and Casualty Broker-Agent License at hire or obtained within established 90 Day timeframe after hire.

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.