Boat Insurance Advisor
# Boat Insurance Advisor **MarineMax** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Mid-level` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Insurance-Advisor]` `[Insurance-Sales-Agent]` `[Marine-Insurance-Specialist]` `[Insurance-Consultant]` `[Insurance-Producer]` `[Marine-Insurance-Broker]` `[Marine-Insurance]` `[Licensed-Insurance-Advisor]` `[Maritime-Insurance]` --- ### About the Role 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
- Insurance-Advisor
- Insurance-Sales-Agent
- Marine-Insurance-Specialist
- Insurance-Consultant
- Insurance-Producer
- Marine-Insurance-Broker
- Marine-Insurance
- Licensed-Insurance-Advisor
- Maritime-Insurance
Наблюдалась 2026-10-10, впервые 2026-10-10, источник — Himalayas (JSON API).