Yacht Insurance Customer Service Representative

📋 Description

• The Yacht Insurance Customer Service Representative (CSR) position at Newcoast involves developing and servicing policies for new and existing clients across Yacht, boat, and other insurance lines.

• Collaborate with the Producer to generate business leads.

• Support the marketing process by sending quote requests to insurance carriers.

• Gain knowledge of carrier appetites and the coverage options they provide.

• Maintain a documented file that includes all communications.

• Partner with the Producer to prepare quotes by liaising with carriers, referral sources, or clients.

• Develop proposals and comparisons.

• Establish and nurture strong, positive relationships with current clients.

• Collaborate with insurance advisors to resolve customer issues, ensuring complete customer satisfaction.

• Enhance Newcoast’s reputation as the leading provider of marine insurance services.

• Work closely with carriers, sales teams, and management to sustain a high renewal retention rate and excellent FANS scores.

⛳️ Requirements

• A minimum of 5 years experience in insurance or marine industry roles is preferred, demonstrating a solid understanding of customer service, coverage options, and insurance operations.

• A valid Resident Property & Casualty agent (2-20 or 4-40) license is required in the candidate’s home state, with the ability to obtain non-resident licenses as needed.

• Familiarity with Applied EPIC, CRM systems, analytics, and other commonly utilized customer service tools is essential.

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

• The ideal candidate is personable, friendly, and outgoing, with a proactive, organized, and results-oriented approach, capable of meeting deadlines and working collaboratively.

• Strong written and verbal communication skills are essential.

• A charismatic, friendly, and upbeat demeanor is necessary to quickly build rapport with clients.

• Experience and an interest in recreational boating are preferred attributes for the ideal candidate.

🏝️ Benefits

• Newcoast utilizes E-Verify, an internet-based system, to verify the eligibility of all newly hired employees to work in the United States.

• We are an Equal Opportunity Employer.