The Insurance Assistant plays a key role in supporting the daily operations of the Insurance Department, ensuring efficiency, accuracy, and high service standards. This position combines administrative responsibilities with exposure to marine insurance activities, including policy management, client support, and regulatory processes. The successful candidate will contribute to the smooth running of the department by maintaining up-to-date records, assisting with insurance documentation, and supporting both internal stakeholders and clients in a dynamic and detail-oriented environment.
Key Responsibilities:
Administrative support for Insurance Department:
Entering data into Salesforce and updating the system for all renewals.
Monitoring the up-to-date status of KYC files for clients and renewals.
Ensuring the correct filing of documentation and data.
Maintaining the yacht list and updating information on new and lost vessels.
Tracking and handling commission calculations.
Liaising with the Accounting team on invoicing matters, including surveys and bonuses.
Updating marketing materials, including wording, proposal forms, shipyard questionnaires, towing plans, etc.
Providing day-to-day administrative support to ensure the department runs smoothly.
Assisting the CNIS’s CEO when necessary.
Marine insurance-related support:
Completing proposal forms.
Assisting with gathering the necessary information for new enquiries and existing clients.
Preparing comparisons of multiple options and summaries of cover.
Entering WYCC changes on the platform, including new crew members.
Applying for COFR certificates.
Processing endorsements for shipyard periods.
Assisting with medical claims submissions.
Required Knowledge, Skills and Experience:
Language skills: English and French required.
Additional languages would be preferred.
Computer skills: MS Word, Excel, Outlook, Adobe tools (basic Photoshop and PDF), and internet research.
Minimum Qualifications:
Bachelor’s degree.