Associate Account Manager, Commercial Insurance

About the Role

InterWest Insurance Services is actively recruiting for an Associate Account Manager to join the 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. This position will be based in our Redding office.

Key Responsibilities

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 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.
• Providing 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 Quickbooks accounts.
• Gathering and providing account information as requested by program CPAs & 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.

Qualifications

• Education:
• High school diploma required.
• Some college-level coursework preferred.
• Experience:
• 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.