Assistant Account Manager
Description
You spend more than half of your waking hours working. Make these precious, fleeting moments matter by working for an organization and a cause you can believe in.
Western Growers exists for one reason only: to ensure the future viability of its members – the hard-working, salt-of-the-earth farmers who grow the fruits, vegetables and tree nuts that feed our nation and nourish our bodies. Western Growers Insurance Services is a full-service insurance agency providing insurance products and services tailored specifically for the agricultural industry and beyond. We are committed to understanding our customer’s insurance needs and providing them with exceptional service, professional advice, and high-quality products at affordable prices. www.wgis.com.
Our members depend on us to help them remain competitive and profitable as they face challenges that make it increasingly difficult and expensive to do business. Our goal is to fight for them– heart and soul –every single day. We passionately advocate, facilitate technological advancements and provide insurance for our members. We do all of this, and more, from a position of leadership in the agriculture industry. This mission requires a team of intelligent, inquisitive and innovative individuals connected for our common purpose.
The core company philosophy that strengthens our mission is that everything starts with people. Every employee of the organization has access to research-based training to encourage and support Outward Inclusion philosophy and our DEI initiatives. As an element of this training, employees are encouraged to recognize that there isn’t a work life and a home life, there is one life. This recognition throughout the organization emphasizes the value of finding a healthy and happy balance in every employee’s life. One way that is realized for employees of Western Growers is flexible work arrangements with work-from-home, in-office or hybrid options.
At Western Growers, we recognize and welcome the many qualities you can bring to the team.
Grow with us.
Compensation: $41,820 - $59,366 with a rich benefits package that includes profit-sharing.
Job Description Summary
This position reports to the Director of Account Management – Employee Benefits. Western Growers Insurance Services (WGIS) Assistant Account Manager – Employee Benefit is responsible for sales administration, clerical, and supporting business development duties that sustain the efforts of the WGIS Benefit Advisor, Regional Sales Manager (RSM), EB Senior Account Manager, EB Direct Account Manager, and EB Account Manager.
Qualifications
- High School diploma and one (1) to two (2) years of prior experience in an insurance agency environment, with employee benefits, health or property and casualty products background and knowledge preferred.
- Strong organizational, written communication and verbal communication skills.
- Moderate skills in end-user computer software applications e.g., calendar, presentation, spreadsheet, and word processing.
- Prior experience using an insurance data tracking software preferred (e.g., Epic).
- Prior experience working in a team environment preferred.
- Prior experience working in a sales and/or customer contact environment preferred.
- Bilingual Spanish preferred.
- Prior experience in Agriculture industry preferred.
- Active California and/or Arizona life and health license or the ability to obtain license highly desirable.
- Verifiable, clean DMV record and the ability to travel to various locations throughout the U.S. (mainly California and Arizona) less than 10% of the time.
Duties And Responsibilities
Business Development and Retention Support
- Produce quotes, proposals, presentations, and required paperwork for the topside producer and account management teams.
- Perform quality review of business submission documentation exchanged between the carrier(s), customers, and WG employees.
- Create data spreadsheets for WGIS and assist in validating and continuous updating of workflow documentation with management.
- Facilitate the timely and accurate collection, input, and data maintenance of required information in the requisite software applications utilized by WGIS (e.g., Epic).
- Ensure that all document management is done appropriately—i.e., scanning and attaching information into Agency Management System and workflow tracking.
Issue Research and Resolution
- Perform as a point of contact for WGIS external customer issues reported via email, telephone and/or in person.
- Address and resolve service requests independently or escalate in a timely manner.
- Document customer service issues/problems.
- Research issues/problems through system documentation and interface with all required internal WGA departments and facilitate appropriate response/solution with internal resources.
- Contact customers and provide either information requested or resolution to the problem and ensure customer satisfaction.
- Assist in resolution implementation efforts for customers as requested by the account team and/or WGIS management.
Other
- Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members. Do everything possible to help members succeed by being curious and striving to understand what others are trying to achieve, planning and executing work in a helpful and collaborative manner, being willing to adjust efforts to ensure that work and attitude are helpful to others, being self-accountable, creating positive impact, and being diligent in delivering results.
- Verifiable, clean DMV record and the ability to travel to various locations throughout the U.S. (mainly California and Arizona) less than 10% of the time.
- All other duties as assigned.
Physical Demands/Work Environment
The physical demands and work environment described here represent those that an employee must meet to successfully perform this job’s essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to communicate with others. The employee frequently is required to travel to both indoor and outdoor areas that can vary in exposure and temperature. The employee is frequently required to operate a motor vehicle, use objects, tools, or controls, and/or required to lift up to 50lbs. The noise level in the work environment is usually moderate.