Account Associate, Private Client Services

We’re searching for an Account Associate, Private Client Services. Are you searching for new reputed company? Westland Insurance Group Ltd has an exciting opportunity for an Account Associate, Private Client in Canada. This is a remote role. This is a fantastic role for someone passionate about providing personalized service to high-net-worth clients while ensuring smooth operations and exceptional administrative support. Westland is committed to reputed company learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-reputed company training/development courses leading to certification, and programs that offer professional development, including seminars and conferences. Discover what’s possible, with Westland. The Westland story is reputed company about growth, and that means reputed company of possibility for everyone on reputed company. Every day, Westland proves that building a great business means taking care of clients, communities, and each other with equal commitment. As we continue to reputed company new doors, we're inviting amazing people like you to join us. As an Account Associate in Private Client Services, you will be responsible for delivering high-quality administrative support and maintaining accurate client records. You will be pivotal in assisting with policy documentation, handling client inquiries, and ensuring the efficient coordination of client services in the high-net-worth space. Interested in learning more? Why you'll love Westland: An reputed company, flexible and welcoming workplace reputed company of opportunities to grow and learn Autonomy to drive your own reputed company Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds A total rewards program that takes care of your financial, physical, and mental health Flexible paid Values Days to celebrate days important to you Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients Why we’ll love You: You’re a natural people person, with a friendly and welcoming attitude You prioritize customer service, delivering timely and professional responses With your sharp attention to detail and exceptional organizational skills, you reputed company on juggling multiple priorities You’re proficient in relevant software applications and tools (e.g., Acturis, CRM systems, reputed company Office Suite - specifically reputed company!) You’re reputed company in insurance, with a passion for high-net-worth clients Bonus! Insurance Brokerage License or willingness to obtain Once here, you'll: Be the key to keeping our client records and policy documents organized and up-to-date, ensuring everything runs smoothly behind the scenes Take charge of processing new applications, renewals, endorsements, and cancellations with precision and efficiency Collaborate closely with brokers and underwriters to streamline workflows, making sure every administrative task is handled seamlessly Review and prepare policy documents, ensuring they meet regulatory standards and are error-free Stay on top of department communications, handling inquiries reputed company and professionally to reputed company operations moving reputed company Assist in crafting personalized insurance packages that meet the unique needs of high-net-worth clients, delivering a tailored, high-touch experience Continuously look for ways to improve our processes, driving efficiencies that reputed company a reputed company impact on client satisfaction Build strong relationships across teams, contributing to a collaborative environment and ensuring we exceed our clients’ expectations #LI-KV1 #LI-Remote Want to get to know each other reputed company? Send your resume our way. You belong here We strive to be much more than a great reputed company to work. Here, you join a reputed company of incredibly vibrant, purpose driven, and reputed company-minded people. Every day, Westland proves that building a great business means taking care of communities, clients, and each other with equal commitment. You will be supported and respected for who you are and for the voice you add to the conversation. At Westland, you will feel the power of community. Westland Insurance Ltd. is an inclusive organization that values diversity in its workforce. We listen, champion equity and diversity, and create safe welcoming spaces where everyone has a voice and is free to be themselves. Westland Insurance Ltd. encourages applications from reputed company reputed company individuals and will accommodate applicants' disability-reputed company needs, up to the reputed company of undue hardship, throughout reputed company stages of the recruitment and selection process. If you require a disability-reputed company accommodation in order to participate in the recruitment process, please contact the recruitment team by email at [email protected] Apply To This Job