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.