InterWest Insurance Services · 2 weeks ago
Commercial Account Manager, Agriculture
Hollister, CA
Full-time
Onsite
Mid, Senior Level
$48K/yr - $75K/yr
5+ years expInterWest Insurance Services is actively recruiting for an experienced Commercial Lines Account Manager to join their team, focusing on an agriculture book of business. The role involves providing high-level client service, developing innovative strategies for clients' insurance needs, and enhancing client retention.
Employee BenefitsInsurance
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
Qualification
Required
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
Ability to Commute: Hollister, CA 95023 (Required)
Work Location: In person
Preferred
Ag insurance experience is a plus
Benefits
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance
Company
InterWest Insurance Services
InterWest has been a trusted insurance partner.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase