Boat Insurance Advisor

Marinemax; United States; Vor Ort; USD 80.000 - 110.000; Vollzeit

Zusammenfassung

Newcoast seeks a Boat Insurance Advisor to grow the book by partnering with MarineMax and related entities. You will meet with clients via phone, email, and chat to tailor risk management and insurance plans that fit their needs.

Leverage CRM, EPIC systems, and analytics to track leads, manage the pipeline, and report progress to sales leadership. A passion for recreational boating helps drive service excellence.

Qualifikationen

• Experience in insurance or marine industry with knowledge of placement and operations.
• Resident Property & Casualty license in home state (ability to add non-resident licenses).
• Experience with Applied EPIC, CRM systems, analytics and common sales tools.

Aufgaben

• Develop new business with customers engaged in boat transactions with MarineMax or affiliates.

Kenntnisse

Insurance industry experience

Marine industry experience

P&C license (state)

Applied EPIC

CRM systems

Sales tools

Communication & leadership

Boating interest

Tools

Applied EPIC

CRM systems

Analytics tools

Jobbeschreibung

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.