You belong here. We strive to be much more than a great place to work. Here, you join a collective of incredibly vibrant, purpose-driven, and open-minded people. Every day, Maxwell Claims 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 Maxwell Claims, you will feel the power of community. Maxwell Claims Services 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. Maxwell Claims Services encourages applications from all qualified individuals and will accommodate applicants' disability-related needs, up to the point of undue hardship, throughout all stages of the recruitment and selection process. If you require a disability-related accommodation in order to participate in the recruitment process, please contact the recruitment team by email at careers@westlandinsurance.ca.
Account Associate, Private Client Services
Location
Canada
Posted
1 day ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Account Associate, Private Client Services
Talent Acquisition Team at Westland Insurance. Text reply only.
Role Description We’re searching for an Account Associate, Private Client Services. This is a remote role in Canada, ideal for someone passionate about providing personalized service to high-net-worth clients while ensuring smooth operations and exceptional administrative support. - Deliver high-quality administrative support - Maintain accurate client records - Assist with policy documentation - Handle client inquiries - Ensure efficient coordination of client services in the high-net-worth space Qualifications - Natural people person with a friendly and welcoming attitude - Prioritize customer service, delivering timely and professional responses - Sharp attention to detail and exceptional organizational skills - Proficient in relevant software applications and tools (e.g., Acturis, CRM systems, Microsoft Office Suite - specifically Excel) - Experienced in insurance, with a passion for high-net-worth clients - Bonus: Insurance Brokerage License or willingness to obtain Requirements - Keep client records and policy documents organized and up-to-date - Process new applications, renewals, endorsements, and cancellations with precision and efficiency - Collaborate closely with brokers and underwriters to streamline workflows - Review and prepare policy documents, ensuring they meet regulatory standards and are error-free - Handle inquiries swiftly and professionally to keep operations moving forward - Assist in crafting personalized insurance packages for high-net-worth clients - Continuously look for ways to improve processes and drive efficiencies - Build strong relationships across teams to exceed clients’ expectations Benefits - An open, flexible, and welcoming workplace - Plenty of opportunities to grow and learn - Autonomy to drive your own success - Inclusive culture with a talented community of diverse backgrounds - Total rewards program for financial, physical, and mental health - Flexible paid Values Days to celebrate important days - Paid Volunteer Days as part of Amplifying Communities program
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