BIND (Berkeley Internet Name Domain) DNS Server software, Communication Skills, Customer Experience, Customer Relationship Management (CRM), Customer/Client Research, Exceeded Sales Goal, Financial Trend Analysis, Insurance, Insurance Sales, Market Share, Metrics, Organizational Skills, Presentation/Verbal Skills, Property and Casualty Insurance, Relationship Management, Retail, Revenue Growth, Revenue Planning, Willing to Travel, Writing Skills
OVERVIEW: The Insurance Relationship Manager/Producer - Marina Retail Division will be responsible for binding new insurance business within MarineMax's 35 retail marina locations across the U.S. This role is highly focused on closing and binding policies. Partnering with Marina General Managers, Business Managers, and the Retail F&I team is crucial to maximize insurance penetration, relationship management, customer engagement, improve speed-to-bind, and deliver an exceptional customer experience. This role will cultivate and nurture relationships with internal and external centers of influence (COI). This is a performance-driven role with clear revenue and binding targets aligned to Newcoast's growth objectives.
KEY RESPONSIBILITIES:
- Revenue Generation: Bind new marine insurance policies by owning the pipeline from lead to close. Drive consistent revenue growth through disciplined producer activity.
- Marina Penetration: Act as the dedicated insurance partner for marina managers and staff, embedding insurance conversations into the marina customer experience. Train marina teams to recognize opportunities and channel referrals.
- Customer Engagement: Establish Newcoast as the trusted insurance provider for slip holders, dry-stack customers, and boat buyers. Engage directly via on-site, phone, and digital interactions.
- Reporting & Accountability: Deliver clear metrics on bind rates, market penetration, and revenue. Provide insights on customer trends and recommend adjustments to increase production efficiency.
- Perform additional duties as assigned.
KEY RESULT AREAS:
- Meet individual quote-to-client ratio, quote-to-bind conversion, and marina slip holder penetration targets.
- Capture revenue from the marina customer total addressable market.
- Drive penetration, accelerate bind ratios, and expand Newcoast's market share.
SKILLS & REQUIREMENTS:
- Property & Casualty Producer Insurance License within 6 months of hire.
- Demonstrated success in personal lines or marine insurance sales.
- Proven track record of meeting/exceeding production targets.
- Strong producer skillset: competitive, relationship-driven, and focused on results.
- Exceptional written and verbal communication skills with the ability to influence marina staff and customers.
- Organized and disciplined in managing a large book of opportunities.
- Experience in marine or marina environments preferred.
- Ability to travel nationally up to 50%.