Assistant Account Manager

Account Management Santa Maria, California Sacramento, California


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. But their way of life, their ability to pass their multi-generational farms and family legacies on to their children and grandchildren, is being jeopardized by a host of threats, many of them beyond their control. They face a growing litany of laws and regulations that make it increasingly difficult and expensive to do business. 



Our members depend on us to help them remain competitive and profitable in spite of these trying circumstances, which we do by fighting – heart and soul – for them every single day. We passionately advocate for them in the halls of Congress and on the steps of the state capitol. We actively facilitate the advancement of technology designed to help them become more efficient and less dependent on diminishing resources. We diligently provide health insurance to their farm workers, as well as other insurance solutions tailored to the unique business. We do all of this, and more, from a position of leadership in the agriculture industry, which requires a team of intelligent, inquisitive and innovative individuals sold out for our common purpose.

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 5% 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 5% of the time.
  • All other duties as assigned.

Physical Demands/Work Environment

The physical demands and work environment described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. 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 move around the office. The employee is often required to use tools, objects, and controls. This noise level in the work environment is usually moderate.