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.