Boat Insurance Advisor
Newcoast, Oldsmar, FL, United States
Boat Insurance Advisor
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 include:
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 include:
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 and requirements include:
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.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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 include:
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 include:
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 and requirements include:
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.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.