Associate Account Manager, Commercial Insurance

InterWest Insurance Services, LLC; Redding (CA); On-site; USD 43,000 - 50,000; Full time

Job summary

InterWest Insurance Services, LLC in Redding, CA is seeking an Associate Account Manager for the Commercial Insurance NCSIG Unit to strengthen client relationships and deliver exceptional service with a retention focus. You will support renewal processing, maintain client databases, and assist with board meetings and events, using EPIC, QuickBooks, and related systems.

The role requires a Property and Casualty Broker-Agent License at hire or within 90 days and a high school diploma with some

Qualifications

• High school diploma required; some college coursework preferred.
• Knowledge of, or experience in the insurance industry, self-insurance programs, TPA, or JPA is preferred but not required.
• Property and Casualty Broker-Agent License at hire or within 90 days.

Responsibilities

• Maintain friendly and courteous communications with NCSIG clients and provide prompt service.
• Meet or exceed customer service expectations per agency standards and NCSIG guidelines.
• Assist with planning and facilitation of board meetings and events.
• Website updating – keep the NCSIG site current and accessible for members.
• Assist renewal marketing, gather renewal information, and update Excel data.
• Maintain accurate customer databases using EPIC and Access Management Systems.
• Process accounts, including binders, ID cards, certificates, invoicing, and policy processing.
• Handle NCSIG program accounting tasks including checks and deposits via QuickBooks.
• Provide information to CPA’s and administrators as requested.
• Maintain client data accuracy, document significant dates and changes, and notify supervisor of issues.

Job description

Associate Account Manager NCSIG Unit, Commercial Insurance

We are actively recruiting for an Associate Account Manager, to join the InterWest Team, in our Commercial Insurance NCSIG Unit! This role will solidify effective client relationships by providing exceptional customer service with a focus on client retention within the InterWest NCSIG Unit. InterWest Insurance provides insurance oversight and services to the Northern California Schools Insurance Group (NCSIG) JPA, servicing approximately 125 member schools throughout Northern CA. This position will be based in our Redding 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 RESPONSIBILITIES AND DUTIES

Develops Effective Client Relationships By:

• Maintaining friendly & courteous communications with NCSIG 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 NCSIG program guidelines.
• Assisting with the planning and facilitation of board meetings and events.
• Website updating – review the NCSIG website, keeping it current and providing the members with access to the site.

Performs Account Administration By:

• Assisting NCSIG 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 NCSIG team members.
• NCSIG Program accounting or client billing tasks including preparing checks and deposits, utilizing Quickbook accounts.
• Gathering and providing account information as requested by program CPA’s & administrators.

Ensures the accuracy and value of service to clients by:

• Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.
• Advising Supervisor or NCSIG JPA 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 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, self-Insurance programs, TPA, or JPA is preferred but not required.

Required Certification

Property and Casualty Broker-Agent License at hire or 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.

JOB CODE: 1000157