Yacht Insurance Customer Service Rep

OVERVIEW:

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. The goals of the CSR are to: 

• 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.  
  

KEY TASKS: 

• Assist in the development of New business 
• Achieve customer satisfaction and retention objectives. 
• Cultivate relationships with new and existing clients, yacht managers, captains, yacht brokers, maritime attorneys, MarineMax and subsidiary company sales teams and business offices. 
• Meet with existing 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. 
• Constantly update job knowledge through customer service development training. 
• Stay current on and learn about new insurance products and services. 
• Process endorsements, payments, claims, client requests, and answer any questions.

KEY RESULTS: 

• Ensures that all insurance and work products delivered to prospects and customers meet the high-quality standards of Newcoast. 
• Demonstrate continued personal improvement via growth of skillsets in customer service methodology, insurance knowledge and general marine industry knowledge. 
• Effective working relationships developed with other producers, customer service team members, placement and service teams, and stakeholders. 
• Efficient and organized management of their files, time management, and work product excellence is required.

SKILLS & 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. 
• 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. 
• Good knowledge of MS Office including Word, Excel and PowerPoint.

*Newcoast uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities.