Account Manager at WestPac Insurance
About The Position
At WestPac, we are a unique, family-centric, and locally owned regional wholesale and MGA insurance firm. We take pride in creating a flexible and supportive work environment that values diversity and inclusion. Our unified culture fosters collaboration and growth, where team members are celebrated and rewarded for their hard work. We prioritize ongoing education and professional development, offering a comprehensive compensation package that includes competitive benefits and incentives. We are seeking a dedicated Account Manager with strong customer service skills to support out brokers and Underwriting teams in servicing independent insurance agents. This is a client-facing role in a high-volume environment where attention to detail and integrity are essential.
Requirements
- High school diploma or equivalent required.
- Minimum two years of customer service experience.
- Strong verbal & written communication, critical thinking, organization, and adaptability to changing processes.
- Proficiency in computer systems and agency management software
- Ability to work regular core hours, Monday - Friday, 8:00am - 5:00pm
Responsibilities
- Handle and respond to emails and occasional incoming phone calls professionally, ensuring inquiries are directed to the appropriate brokers or underwriters as needed.
- Provide day-to-day account support, handling inquiries, endorsements, and issue resolution with attention to client needs.
- Facilitate communication between carriers and agents, ensuring smooth information flow and effective collaboration.
- Efficiently manage tasks in the agency management system, ensuring high accuracy and adherence to best practices.
- Process requests to bind coverage, ensuring all necessary subjectivities are reviewed and the underwriting file is complete.
- Process endorsements and policy changes, ensuring accuracy and compliance with carrier requirements.
- Handle policy cancellations and reinstatements, maintaining communication with carriers and premium finance companies.
- Assist in training new Account Managers and serve as a backup for other team members, ensuring continuity and efficiency in service delivery.
Benefits
- competitive benefits
- incentives
- opportunities for professional growth
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
