Marine Insurance Growth Advisor

Fraser Yachts Group; United States; Remote; USD 60,000 - 110,000; Full time

Job summary

Newcoast seeks a Boat Insurance Advisor to develop new business by working with clients during boat transactions with MarineMax and affiliates. You will build strong relationships with prospects and customers and coordinate with carriers, sales and management to maintain a steady production pipeline.

You will meet with clients by phone, email, and chat, assess needs, and propose risk management strategies and policy plans.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Insurance experience

P&C license

Applied EPIC/CRM tools

Insurance placement expertise

Proactive & organized

Communication & leadership

Interpersonal rapport

Boating experience

Listening & negotiation

MS Office

Education

Property & Casualty license

Tools

Applied EPIC

CRM systems

Analytics

MS Office (Word, Excel, PowerPoint)

Job description

Newcoast seeks a Boat Insurance Advisor to develop new business by working with clients during boat transactions with MarineMax and affiliates. You will build strong relationships with prospects and customers and coordinate with carriers, sales and management to maintain a steady production pipeline.

You will meet with clients by phone, email, and chat, assess needs, and propose risk management strategies and policy plans.