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