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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in marine insurance operations, customer acquisition, and relationship management, with a strong focus on achieving growth targets and optimizing sales processes. Proficient in utilizing CRM systems and analytics to enhance customer engagement and streamline business development efforts.
Highest-signal resume keywords
Marine Insurance ExperienceResident Property & Casualty Agent LicenseApplied EPIC ProficiencyCRM Systems KnowledgeStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance OperationsRisk Management StrategiesSales Development TrainingQuoting and PlacementPipeline ManagementCustomer AcquisitionRevenue GrowthNegotiation AbilitiesPresentation SkillsData Analytics
Soft Skills
ProactiveOrganizedResults-DrivenCollaborativeInfluential
Tools & Technologies
CRM SystemsApplied EPICMS OfficeDashboardsReporting Tools
Certifications & Qualifications
Resident Property & Casualty Agent License
Industry Keywords
Marine IndustryRecreational BoatingInsurance PlacementCustomer IntelligenceSales Tools
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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 commonly used sales tools
- Proactive, organized, results-driven, self-driven, collaborative and technically savvy
- Strong written and verbal communication skills
- Ability to influence others and provide cross-functional leadership
- Ability to build rapport with clients quickly
- Experience and interest in recreational boating
- Excellent listening, negotiation and presentation abilities
- Good knowledge of MS Office, including Word, Excel and PowerPoint