Boat Insurance Advisor

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🔥 10 minutes ago

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Logo of Newcoast

Newcoast

51 - 200 employees

Founded 2000

🛡️ Insurance

📦 Logistics

💸 Finance

Insurance • Logistics • Finance

Newcoast is a finance and insurance services company that specializes in loans and insurance for recreational vehicles, including boats, yachts, RVs and motorhomes. They operate as a broker/access point to a large network of lenders and insurance carriers, offering quick financing decisions, competitive rates, and personalized support to consumer buyers. Newcoast positions itself as a specialist team helping customers secure funding and protection for leisure vehicles and excursions.

📋 Description

• Responsible for the development of new business with potential customers • Build and maintain strong positive relationships with prospects and customers • Work closely with referral sources to develop insurance options • Evaluate customers' needs and propose risk management strategies • Maintain production pipeline records in CRM systems • Develop and process new leads in CRM system • Utilize dashboards and reporting to provide progress metrics • Participate in campaigns via CRM provided by marketing team • Constantly update job knowledge through sales development training

🎯 Requirements

• Experience in insurance or marine industry roles • Resident Property & Casualty agent license required • Experience and understanding of Applied EPIC, CRM systems • Pro-active, organized, results driven • Strong written and verbal communication skills • Excellent listening, negotiation and presentation abilities

🏖️ Benefits

• Remote work • Professional development opportunities

Apply Now

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