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Account Manager - Yacht Broker

Navacord
Vancouver, BC
Posted 8 days ago
Job Details:
Full-time
Management

Job Description

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)
  • Hybrid work environment following 6 months of employment.

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
  • Downtown office in the Financial District
  • Teamwork within the department
  • On-site gym
  • On-site bike locker
This position is no longer available.

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