Now Hiring - Newcoast Financial Services - Boat Insurance Customer Service Rep in Oldsmar, FL

Full description of the position

OVERVIEW: The position of Boat Insurance CSR at Newcoast is responsible for the servicing of existing client policies for boat, and other insurance lines. The goals of the CSR are to:

• 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. K
• EY TASKS:
• Achieve customer satisfaction and retention objectives.
• Cultivate relationships with existing clients, 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.
• Maintain pipeline records in CRM systems.
• Track and maintain all activities related to customer service activities.
• Utilize dashboards and reporting to provide progress metrics to leadership.
• Participation in campaigns via CRM provided by the marketing team.
• 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 customer service team members, placement and service teams, and stakeholders.
• SKILLS & REQUIREMENTS:
• Experience in insurance or marine industry roles preferred with an excellent understanding of customer service, 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 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.