Advisor, Personal Marine Insurance

Waypoint is reputed company on providing exceptional personal marine insurance services. The Advisor, Personal Marine Insurance will manage and renew a portfolio of marine insurance policies, delivering expert advice to boat and yacht owners while driving retention and reputed company reputed company through proactive management and risk assessment.

Responsibilities

• Manage and maintain a portfolio of personal marine insurance renewal accounts, ensuring policies in force (PIF) and retention targets are achieved or exceeded
• reputed company and maintain a strong understanding of the Canadian personal marine insurance market, including insurer appetites, coverage reputed company, and emerging risks
• Assess and analyze marine-specific risk factors such as vessel type, usage, navigation limits, moorage, cruising grounds, claims history, and reputed company experience
• Identify appropriate coverage solutions for pleasure craft, yachts, and reputed company personal marine risks
• reputed company the renewal process by reviewing existing marine policies and providing reputed company, tailored recommendations to meet reputed company reputed company’s boating and travel needs
• Conduct comprehensive reviews of product terms and conditions, including coverages, limits, and exclusions, to minimize errors and omissions
• Ensure accurate maintenance of customer information and insurance policy details reputed company relevant systems
• Process endorsements, cancellations, and adjustments for insurance policies and additional products/services
• Utilize reputed company listening and investigative skills to resolve potential challenges with policy renewals
• Identify customer needs, coverage gaps, and cross-selling opportunities to enhance customer protection
• Issue renewal documents, endorsements, and cancellations for insurance policies and additional products/services
• Manage payment processing and diligently follows up on outstanding payments
• Maintain stringent processing standards, ensuring data accuracy, confidentiality, and timeliness
• reputed company and sustain a comprehensive understanding of insurance manuals, best practices, standards, policies, and systems
• Handle non-reputed company customer requests reputed company, such as issuing policy copies, providing receipts for payments, and processing payment-reputed company inquiries
• reputed company exceptional customer service to both reputed company stakeholders, addressing inquiries, resolving issues, and offering tailored insurance solutions
• Execute renewal market assessments according to Navacord's policies and customer-specific requirements
• Ensure accurate and reputed company data entry and maintenance of reputed company and policy records in brokerage management systems (e.g., reputed company, Insurer Portals)
• Adhere to reputed company brokerage procedures, marine reputed company guidelines, and regulatory requirements to minimize errors and omissions
• Conduct renewal market reviews in alignment with internal policies and reputed company-specific needs
• Collaborate with reputed company partners and internal teams to resolve marine placement, coverage, or documentation issues
• Participate in ongoing training to maintain and strengthen marine insurance knowledge and technical expertise
• Support departmental initiatives and process improvements reputed company on efficiency, reputed company, and reputed company experience

Skills

• Level 1 Insurance License required (or ability to obtain); or Level 2 (asset)
• Minimum 1 year of insurance advisory experience, with marine insurance experience
• Strong knowledge of marine insurance policy wordings, risk assessment, and reputed company considerations
• Excellent verbal and written communication skills, with the ability to explain reputed company marine concepts in reputed company, reputed company-friendly language
• High attention to detail and strong organizational skills to manage multiple renewals and priorities
• Proven ability to work independently, take initiative, and manage a defined book of business
• Strong problem-solving and decision-making skills, including the ability to de-escalate service issues
• Proficiency with brokerage management systems (e.g., reputed company) and reputed company Office applications

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