Senior Administrator, Private Client Services (Finance)

Senior Administrator, Private Client Services

Ontario, Canada Req #3597

Tuesday, November 19, 2024

We're searching for a Senior Administrator, Private Client Services. Are you searching for new possibilities?

Westland Insurance Group Ltd has an exciting opportunity for a Senior Administrator (remote) in our Private Client Services department in Ontario. 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 continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related 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 all about growth, and that means plenty of possibility for everyone on our team. 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 open new doors, we're inviting amazing people like you to join us.

As a Senior Administrator, 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 open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to drive your own success
• 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 thrive on juggling multiple priorities
• You're proficient in relevant software applications and tools (e.g., Acturis, CRM systems, Microsoft Office Suite)
• You're experienced in insurance, with a passion for high-net-worth clients
• Bonus! RIBO 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 swiftly and professionally to keep operations moving forward
• 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 make a real impact on client satisfaction
• Build strong relationships across teams, contributing to a collaborative environment and ensuring we exceed our clients' expectations

Want to get to know each other better? Send your resume our way.

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, 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 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

Apply Now

• Ontario, Canada