Yacht Insurance Customer Service Representative

Newcoast

Yacht Insurance CSR handling development and servicing of client policies for Yacht and boat insurance. Increasing Newcoast’s reputation as a premier provider of marine insurance services.

Posted 5/8/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.
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.

Requirements

What you’ll need

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

Benefits

Comp & perks

Newcoast uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States.
Equal Opportunity Employer.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer serviceinsurance operationscoverage optionsquote developmentproposal creationrenewal retentionanalytics

Soft Skills

interpersonal skillsorganizationresults drivenself-drivencollaborationwritten communicationverbal communicationcharismafriendlinessoutgoing personality

Certifications

Resident Property & Casualty agent license (2-20 or 4-40)