Commercial Insurance Account Manager, Generalist

InterWest Insurance Services; Sacramento (CA); On-site; USD 48,000 - 80,000; Full time

Job summary

InterWest Insurance Services, LLC is actively seeking an experienced Commercial Insurance Account Manager to manage a generalist book and deliver high-level client service. The role focuses on developing innovative strategies to meet clients' unique needs and on enhancing client retention.

The position can be based in Chico, Hollister, Merced, Redding, Roseville, or Sacramento offices, offering opportunities to collaborate with a team and to grow through designations and continued education

Qualifications

• 5 years insurance account management experience
• Excellent communication skills, both written and oral
• Strong organizational and analytical abilities
• Ability to develop and articulate innovative insurance strategies

Responsibilities

• Maintain consistent communication with assigned clients, including new business setup, renewals, and marketing
• Understand coverage terms and apply knowledge to client needs
• Support client service with broker partnership and best practices
• Maintain accurate client data in the agency management system
• Process quotes, policy changes, endorsements, invoicing, and renewals
• Assist with cancellations and refunds as needed
• Escalate client issues to supervisor or broker as appropriate
• Provide information to clients, carriers, and internal staff
• Participate in industry practice groups and trainings
• Pursue industry designations (e.g., CISR) and maintain continuing education for license

Skills

Excellent organization

Analytical skills

Written and verbal communication

Customer service mindset

Attention to detail

Education

High school diploma

Tools

CRM software

Job description

We are actively recruiting for an experienced Commercial Insurance Account Manager to join the InterWest team. This role will be working on a generalist book of business. 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, Hollister, Merced, Redding, 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 DUTIES And 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 Commercial Lines 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

Job Qualifications

• 5 years insurance account management experience
• Education – High school diploma required
• Excellent organization and prioritization skills
• Strong mathematical and analytical skills
• Excellent written and oral communication skills

Required Certification

Property and Casualty Broker-Agent License

Qualifications

The estimated starting compensation range for this full-time position is $47,500 - $80,000 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: 1000169