Remotery

Boat Insurance Advisor

atNewcoastRemoteUS flagUnited StatesFull-timeInsuranceMid-levelSenior

Posted Jul 30

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

πŸ“‹ Description

β€’ Accountable for generating new business opportunities with potential clients

β€’ Establish and nurture strong, positive relationships with both prospects and existing customers

β€’ Collaborate closely with referral sources to create insurance solutions

β€’ Assess customer needs and suggest effective risk management strategies

β€’ Keep records of production pipeline in CRM systems

β€’ Generate and process new leads within the CRM system

β€’ Leverage dashboards and reporting tools to present progress metrics

β€’ Engage in campaigns through the CRM system as directed by the marketing team

β€’ Continuously enhance job knowledge through sales development training


⛳️ Requirements

β€’ Background in insurance or marine industry roles

β€’ Valid Resident Property & Casualty agent license is mandatory

β€’ Familiarity and experience with Applied EPIC and CRM systems

β€’ Proactive, well-organized, and results-oriented

β€’ Exceptional written and verbal communication skills

β€’ Strong listening, negotiation, and presentation capabilities


🏝️ Benefits

β€’ Remote work options available

β€’ Opportunities for professional development

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