What are the responsibilities and job description for the Account Manager - Yacht Broker position at Navis Marine Insurance Brokers?
Account Manager – Yacht Broker
Navis Marine Insurance Brokerage, a proud partner of Navacord, is a boutique brokerage specializing in all things marine. We are looking for an Account Manager – Yacht Broker to join our team.
The Account Manager is responsible for managing a book of yacht insurance business, by supporting customers to ensure that their insurance needs are met, including initiating new business, making mid-term changes, managing renewals and processing cancellations.
Job Location:
· Vancouver, BC (Burrard/Pender)
The salary band is $60,000 to 85,000 depending on experience.
As Account Manager – Yacht Broker, you get to participate in:
· Working closely with the Yacht Team to meet current client needs, including assisting with the processing of Renewals, Mid-Term Changes, and Cancellations. This includes invoicing, policy document issuance, client follow ups and Lloyds of London compliance checking.
· Producing renewals, mid-term transactions and new business processing and general yacht department enquires.
· Initiating new business by referral, call-in, warm outbound calling, or marketing initiatives.
· Planning, organizing, and conducting client meetings in conjunction with sales team members or independently.
· Taking new business applications over the phone or in person, in a courteous and professional manner.
· Maintaining and updating client information.
· Preparing new and renewal documentation, endorsements, invoicing and cover notes
· Processing and collection of payments and issuing refunds.
· Marketing of new and renewal business with domestic insurance markets, underwriters, or in-house programs.
· Preparing reports, and proposals for management as requested.
· Supporting the implementation of new business directives or initiatives.
· Acting as a representative at various industry functions including Boat Shows.
Your skillset includes:
· Committed to customer service through building strong, trusted relationships.
· Demonstrated ability to communicate, present and influence credibly and effectively inside and outside the organization.
· Ability to prepare written material including proposals, quotes and letters.
· Numerical ability to calculate discounts, interest, commissions, etc.
· Critical thinking skills to assess options, approaches and conclusions.
· Good interpersonal skills and collaborative approach to be able to work towards common goals.
· Demonstrated ability to follow standard processes and procedures.
· Ability to organize and prioritize work to meet assigned tasks on time and with high accuracy.
· Ability to work with team members effectively and support others in developing their capabilities through training and mentoring.
Must haves:
· General Insurance Level 2 license in good standing with the Insurance Council.
· Experience in the insurance industry, providing support to customers.
· Familiarity with marine insurance, either through previous roles or a personal passion for boating.
· Committed to continuous education through reading, workshops, seminars, and conferences.
· Proficient in MS Office, Outlook, and familiarity with an agency management system.
What Do We Offer in Return?
· Competitive Benefits Plan (Extended Health and HCSA)
· Yearly Lifestyle Benefit
· Fun team events during the year
· Hybrid after 6 months
· Downtown office in the Financial District
· Teamwork within the department
Salary : $60,000 - $85,000