Professional insurance brokerage services in Perth
- Glen Head
"I just wanted to say a big thank you for helping Clint. He was absolutely rapt with your service and with the insurance cover you were able to provide for his truck. You guys were cheaper than he was quoted through another brokerage firm. Massive thank you from Clint and myself.”
Leo Rossito, Form Finance Solutions
- Act in the best interests of the client.
- Provide advice and guidance to enable clients to make informed decisions on risk and insurance protection.
- Provide full and accurate information for effective underwriting.
- Respect the client’s confidentiality in relation to all records and information.
- Ensure the validity and accuracy of all documentation.
- Make available all relevant documentation, policies and certificates, endorsements, and premium calculations as may be required.
- Be professional, efficient and responsive in all dealings.
- In the event of a claim, take every step necessary to ensure prompt and fair settlement.
- Work towards maintaining and enhancing the reputation of NIBA and its members.
- Act in the spirit of the Code and encourage others to do likewise.
Client Complaints and Dispute Resolution – a guide for clients
We are committed to meeting, if not exceeding our clients’ expectations whenever possible. As much as we all dislike receiving complaints, we recognise that dissatisfied clients have a right to complain and to have their complaint handled. Clients who take the time to complain may well still have confidence in us and want to continue dealing with us.
Client complaints also present us with an opportunity to review and improve our policies and procedures, provide additional training for staff, and undertake audits to ensure any systemic issues are rectified.
What should I do if I have a complaint?
Westralian Insurance subscribe to the Insurance Brokers Code of Practice and are a member of the Australian Financial Complaints Authority (AFCA). Therefore, we are committed to attempt to resolve any issues promptly and fairly in accordance with our Complaints and Disputes Policy.
If you are not satisfied with a product, service, or possible breach by your broker, or one of our team:
1. Please contact your Westralian Insurance representative with whom you are dealing.
2. If your complaint is not satisfactorily resolved or responded to, please contact our Complaints Officer on (08) 9302 2885 or put your complaint in writing and send it to:
Complaints Officer
Westralian Insurance
P.O. Box 1724
Wangara WA 6947
E: info@westralianinsurance.com.au
We will attempt to resolve your complaint fairly and quickly. The Complaints Officer will acknowledge your complaint in writing and endeavour to resolve the matter within 30 calendar days of receipt.
3. If an issue has not been resolved to your satisfaction, you may seek further review by:
a) Contacting the Steadfast Customer Advocacy service. This service provides Steadfast Brokers’ clients with a means to obtain support, advice, and assistance regarding customer satisfaction and experience. If you are unhappy with any aspect of the services provided, and no acceptable resolution can be reached, the Steadfast Customer Advocacy service can be accessed.
E: customeradvocacy@steadfast.com.au
Or Ph: 02 9495 6500
b) Contacting the Australian Financial Complaints Authority (AFCA), a free consumer service, to independently assess your complaint. AFCA’s contact details are below:
In writing to: GPO Box 3, Melbourne VIC 3001
Telephone: 1800 931 678
Email: info@afca.org.au
Online: www.afca.org.au
What arrangements do you have in place to compensate clients for losses?
Westralian Insurance has a Professional Indemnity insurance policy in place. The PI policy covers us and our employees for claims made against us and our employees by clients as a result of conduct by us or our employees in the provision of financial services. Our PI policy will cover us for claims relating to the conduct of representatives who no longer work for us. This policy satisfies the requirements for compensation arrangements under section 912B of the Corporations Act.
In addition, Westralian Insurance subscribes to the Insurance Brokers Code of Practice, which provides additional information on making a complaint, as well as protocol for handling and responding to complaints and timeframes for handling complaints. To download a copy of the Insurance Brokers Code of Practice, click here or email info@westralianinsurance.com.au to request a copy.