Account Manager at WestPac Insurance

WestPac; Littleton (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

WestPac is seeking an Account Manager in Littleton, CO to support brokers and underwriting teams in servicing independent agents. This client-facing role operates in a high-volume environment where accuracy, integrity, and professional communication are essential.

You will handle inquiries, endorsements, and binding requests, coordinate between carriers and agents, and manage tasks in the agency management system. Training and backup support ensure team continuity.

Qualifications

• High school diploma or equivalent.
• 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.

Skills

Customer service

Communication

Organization

Education

High school diploma or equivalent

Tools

Agency management software

Job description

About Us

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.

Position Overview

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.

Key Responsibilities

• Client Communication: Handle and respond to emails and occasional incoming phone calls professionally, ensuring inquiries are directed to the appropriate brokers or underwriters as needed.
• Account Servicing: Provide day-to-day account support, handling inquiries, endorsements, and issue resolution with attention to client needs.
• Carrier-Agent Liaison: Facilitate communication between carriers and agents, ensuring smooth information flow and effective collaboration
• System Management: Efficiently manage tasks in the agency management system, ensuring high accuracy and adherence to best practices.
• Binding Coverage: Process requests to bind coverage, ensuring all necessary subjectivities are reviewed and the underwriting file is complete.
• Endorsement Processing: Process endorsements and policy changes, ensuring accuracy and compliance with carrier requirements.
• Policy Cancellations & Reinstatements: Handle policy cancellations and reinstatements, maintaining communication with carriers and premium finance companies.
• Team Training & Support: Assist in training new Account Managers and serve as a backup for other team members, ensuring continuity and efficiency in service delivery.

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

Why Join WestPac?

At WestPac, we offer a unique opportunity to be part of a supportive and dynamic work culture. Enjoy a total rewards package that recognizes your contributions, with competitive benefits and opportunities for professional growth. If you are a dedicated professional looking to advance your career in the insurance industry, we invite you to apply!

Keywords

Account Manager, insurance jobs, MGA, underwriting careers, insurance industry, Littleton CO, WestPac Insurance.

This job description is a general statement of duties and responsibilities and should not be taken as a complete statement for this position. Western Pacific Insurance Network, Inc. is an equal opportunity employer