MarineMax

Insurance

• Develop new business by working with potential customers completing a boat transaction with MarineMax or affiliated companies
• Build and maintain relationships with new prospects and existing customers
• Work with referral sources to develop insurance options for clients and grow the book of business
• Increase Newcoast’s reputation as a premier marine insurance provider
• Collaborate with carriers, sales and management to maintain a sustainable production pipeline
• Achieve customer acquisition and revenue growth objectives
• Cultivate relationships with MarineMax and subsidiary sales teams and business offices
• Meet with existing and prospective clients by telephone, email and chat
• Evaluate customer needs and propose risk management strategies and insurance policy plans
• Maintain production pipeline records, leads and prospecting activities in CRM systems
• Use dashboards and reporting to provide progress metrics to sales leadership
• Participate in CRM campaigns provided by the marketing team
• Update job knowledge through sales development training and learn about new insurance products and services
• Participate in quoting and placement for new business
• Meet book-of-business growth and new business targets
• Maintain renewal rate goals and quality standards
• Report metrics on pipeline activities, book growth and performance
• Identify optimization opportunities and provide recommendations to insurance placement divisions and leadership
• Develop effective working relationships with production, placement, service teams and stakeholders
• Improve alignment between lead management and marketing automation to enhance customer intelligence and experience

Explore Boat Insurance Advisor at MarineMax. Review requirements and application details.