Yacht Insurance Customer Service Representative

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🕒 May 8

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Logo of Newcoast

Newcoast

51 - 200 employees

Founded 2000

💸 Finance

👥 B2C

Finance • B2C

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

• The position of Yacht Insurance CSR at Newcoast is responsible for the development and servicing of new clients and existing client policies for Yacht, boat, and other insurance lines. • Work with Producer in developing business leads. • Assist in the marketing process, sending request to quotes to carriers. • Learning the carrier appetites and coverage options offered by carriers. • Document file with all communication. • Work with Producer to develop quotes by communication with carriers and referral sources or clients. • Create proposal and comparison. • Build and maintain strong positive relationships with existing clients. • Work with insurance advisors to solve customer issues to ensure 100% customer satisfaction. • Increase Newcoast’s reputation as the premier provider of marine insurance services. • Work closely with carriers, sales and management to maintain a high renewal retention rate and superior FANS scores.

🎯 Requirements

• Minimum of 5 years experience in insurance or marine industry roles preferred with an excellent understanding of customer service, coverages and insurance operations. • Resident Property & Casualty agent (2-20 or 4-40) 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 customer service tools. • Good knowledge of MS Office including Word, Excel and PowerPoint. • The ideal candidate is a personable, friendly, outgoing, insurance advocate. Pro-active, organized, results driven, meets deadlines, self-driven, collaborative, technically savvy. • This person must have strong written and verbal communication skills. • 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.

🏖️ Benefits

• Newcoast uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. • Equal Opportunity Employer.

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