Boat Insurance Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Generate new business by engaging with prospective clients involved in boat transactions with MarineMax or its affiliated companies.

• Establish and nurture relationships with both new prospects and existing customers.

• Collaborate with referral sources to create insurance alternatives for clients and expand the business portfolio.

• Enhance Newcoast’s standing as a leading provider of marine insurance.

• Partner with carriers, sales teams, and management to ensure a consistent production pipeline.

• Meet customer acquisition and revenue growth targets.

• Develop connections with MarineMax and subsidiary sales teams and business offices.

• Interact with current and potential clients through telephone, email, and chat communications.

• Assess customer needs and recommend risk management solutions and insurance policy options.

• Keep accurate records of production pipeline, leads, and prospecting activities in CRM systems.

• Utilize dashboards and reporting tools to deliver progress metrics to sales leadership.

• Engage in CRM campaigns initiated by the marketing team.

• Enhance job knowledge through sales development training and familiarize oneself with new insurance products and services.

• Participate in quoting and placement processes for new business opportunities.

• Achieve growth targets for book-of-business and new business initiatives.

• Uphold renewal rate objectives and quality standards.

• Provide reports on pipeline activities, book growth, and overall performance.

• Identify opportunities for optimization and offer recommendations to insurance placement divisions and leadership.

• Foster effective working relationships with production, placement, service teams, and stakeholders.

• Enhance the integration between lead management and marketing automation to improve customer insights and experiences.

⛳️ Requirements

• Background in insurance or marine industry roles with a strong grasp of placement, coverages, and insurance operations.

• Required to hold a Resident Property & Casualty agent license in the candidate’s home state, with the ability to obtain non-resident licenses as needed.

• Familiarity and experience with Applied EPIC, CRM systems, analytics, and commonly utilized sales tools.

• Must be proactive, organized, results-oriented, self-motivated, collaborative, and technically adept.

• Excellent written and verbal communication skills are essential.

• Capability to influence others and provide leadership across various functions.

• Ability to quickly build rapport with clients.

• Experience and interest in recreational boating is preferred.

• Strong listening, negotiation, and presentation skills are necessary.

• Proficient in MS Office applications, including Word, Excel, and PowerPoint.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance packages.

• Opportunities for professional development and growth.

• Flexible work arrangements to promote work-life balance.

• Employee discounts on marine products and services.