Boat Insurance Advisor

OVERVIEW:

The position of Boat Insurance Advisor at Newcoast is responsible for the development of new business by working with potential customers who are in the process of completing a boat transaction with MarineMax or one of our family of companies. The goals of the insurance advisor are to:

• Build and maintain strong positive relationships with new prospects as well as existing customers.
• Work with referral sources to develop insurance options for clients ensure steady book growth
• Increase Newcoast’s reputation as the premier provider of marine insurance services.
• Work closely with carriers, sales and management to maintain a sustainable production pipeline that aligns with agency strategy, placement appetite and steady growth.

KEY TASKS:

• Achieve customer acquisition and revenue growth objectives.
• Cultivate relationships with MarineMax and subsidiary company sales teams and business offices.
• Meet with existing and prospective clients via telephone, email and chat.
• Evaluate business or individual customers’ needs and propose risk management strategies and insurance policy plans that meet their criteria.
• Maintain production pipeline records in CRM systems.
• Develop and process new leads in the CRM system
• Track and maintain intelligence on all leads.
• Track and maintain all activities related to prospecting and deals in progress.
• Utilize dashboards and reporting to provide progress metrics to sales leadership.
• Participation in campaigns via CRM provided by the marketing team.
• Constantly update job knowledge through sales development training.
• Stay current on and learn about new insurance products and services.
• Participate in the quoting and placement process for new business.

KEY RESULTS:

• Meets individual book of business growth goals and new business targets.
• Maintains book of business renewal rate goals.
• Ensures that all insurance and work products delivered to prospects and customers meet the high-quality standards of Newcoast.
• Provide regular reporting and communication of metrics to demonstrate success of production pipeline activities, individual book growth and overall performance.
• Demonstrate continued personal improvement via growth of skillsets in sales methodology, insurance knowledge and general marine industry knowledge.
• Identify areas of optimization and opportunities as well as provide informed recommendations for the insurance placement divisions and Newcoast leadership.
• Effective working relationships developed with other production team members, placement and service teams, and stakeholders.
• Demonstrate improved alignment and processes between lead management and marketing automation solutions that lead to improved customer intelligence and a more seamless customer experience.

SKILLS & REQUIREMENTS:

• Experience in insurance or marine industry roles with an excellent understanding of placement, coverages and insurance operations.
• Resident Property & Casualty agent license required in candidate’s home state with ability to add non-resident licenses where necessary.
• Experience and understanding of Applied EPIC, CRM systems, analytics and other commonly used sales tools.
• The ideal candidate is a passionate insurance advocate with broad understanding of insurance placement and how to maximize results across multiple lines of business.
• Pro-active, organized, results driven, meets deadlines, self-driven, collaborative, technically savvy.
• This person must have strong written and verbal communication skills, the ability to influence others and strong cross-functional leadership.
• This person is charismatic, friendly, and upbeat with ability to build rapport with clients quickly.
• The ideal candidate has experience and interest in recreational boating.
• Excellent listening, negotiation and presentation abilities.
• Good knowledge of MS Office including Word, Excel and PowerPoint.

Originally posted on Himalayas