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Applied Insurance Advisor Jobs (NOW HIRING)

Newcoast

Boat Insurance Advisor

The position of Boat Insurance Advisor at Newcoast is responsible for the development of new ... Experience and understanding of Applied EPIC, CRM systems, analytics and other commonly used sales ...

New

Vizance, Inc

Personal Insurance Advisor

Sister Bay, WI · On-site

Analyze and evaluate clients' insurance needs to design insurance solutions. Review and update ... Knowledge of Applied Epic is helpful, but not required * Excellent communication skills with the ...

Vizance, Inc.

Personal Insurance Advisor

Sister Bay, WI · On-site

Analyze and evaluate clients' insurance needs to design insurance solutions. Review and update ... Knowledge of Applied Epic is helpful, but not required * Excellent communication skills with the ...

Vizance

Personal Insurance Advisor

Sister Bay, WI · On-site

Analyze and evaluate clients' insurance needs to design insurance solutions. Review and update ... Knowledge of Applied Epic is helpful, but not required * Excellent communication skills with the ...

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Applied Insurance Advisor information

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$26.5K

$65.6K

$101K

How much do applied insurance advisor jobs pay per year?

As of Aug 2, 2026, the average yearly pay for applied insurance advisor in the United States is $65,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $80,000.00 per year, depending on experience, location, and employer.

What are Applied Insurance Advisors?

Applied Insurance Advisors are professionals who help individuals and businesses find and select insurance policies that best fit their needs. They assess clients' risks and financial situations, explain different insurance products, and provide recommendations tailored to specific circumstances. Applied Insurance Advisors also assist with policy applications, claims processes, and ongoing policy management to ensure adequate protection. Their goal is to simplify insurance decisions and provide expert guidance throughout the insurance process.

What are the key skills and qualifications needed to thrive as an Applied Insurance Advisor, and why are they important?

To thrive as an Applied Insurance Advisor, you need a strong grasp of insurance products, risk assessment, and policy analysis, often supported by relevant licenses such as state insurance producer certification. Familiarity with CRM systems, insurance quoting software, and digital policy management tools is typically required. Exceptional communication, active listening, and problem-solving skills help build trust with clients and tailor coverage solutions to their needs. These competencies are critical for ensuring accurate policy recommendations, regulatory compliance, and long-term client satisfaction.

What are some common challenges faced by Applied Insurance Advisors when balancing client needs with policy options?

Applied Insurance Advisors often encounter the challenge of aligning clients’ unique needs and budgets with the most suitable insurance products. This requires a thorough understanding of policy details, regulatory requirements, and the ability to communicate complex information in an accessible way. Advisors must also stay updated on industry changes and new offerings, ensuring recommendations remain relevant and competitive. Successful advisors build trust by transparently presenting options and advocating for clients, while also meeting company targets and compliance standards.

What is the difference between Applied Insurance Advisor vs Insurance Broker?

AspectApplied Insurance AdvisorInsurance Broker
CredentialsLicensing required, often with industry-specific certificationsLicensing required, may hold additional certifications
Work EnvironmentTypically employed by insurance companies or agenciesWorks independently or with multiple insurers, often self-employed
Employer & Industry UsageCommonly employed within insurance companies or agenciesOperates as an intermediary between clients and insurers
Search & Comparison IntentPeople compare roles for employment or career changePeople compare roles for client representation or brokerage services

The Applied Insurance Advisor primarily works within insurance companies or agencies, focusing on selling and advising on insurance products. In contrast, an Insurance Broker acts as an independent intermediary, representing clients to find suitable insurance coverage across multiple providers. Both roles require licensing and industry knowledge, but their work environments and client interactions differ significantly.

More about Applied Insurance Advisor jobs
What cities are hiring for Applied Insurance Advisor jobs? Cities with the most Applied Insurance Advisor job openings:
What job categories do people searching Applied Insurance Advisor jobs look for? The top searched job categories for Applied Insurance Advisor jobs are:
Applied Insurance Advisor jobs near you
Infographic showing various Applied Insurance Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $65,610 per year, or $31.5 per hour.

Boat Insurance Advisor

Newcoast

Remote

Full-time

Posted 3 days ago

New

Job description

OVERVIEW:
The position of Boat Insurance Advisor at Newcoast is responsible for the development of new business by working with potential customers who are in the process of completing a boat transaction with MarineMax or one of our family of companies. The goals of the insurance advisor are to:
  • Build and maintain strong positive relationships with new prospects as well as existing customers.
  • Work with referral sources to develop insurance options for clients ensure steady book growth
  • Increase Newcoast's reputation as the premier provider of marine insurance services.
  • Work closely with carriers, sales and management to maintain a sustainable production pipeline that aligns with agency strategy, placement appetite and steady growth.

KEY TASKS:
  • Achieve customer acquisition and revenue growth objectives.
  • Cultivate relationships with MarineMax and subsidiary company sales teams and business offices.
  • Meet with existing and prospective 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 production pipeline records in CRM systems.
  • Develop and process new leads in the CRM system
  • Track and maintain intelligence on all leads.
  • Track and maintain all activities related to prospecting and deals in progress.
  • Utilize dashboards and reporting to provide progress metrics to sales leadership.
  • Participation in campaigns via CRM provided by the marketing team.
  • Constantly update job knowledge through sales development training.
  • Stay current on and learn about new insurance products and services.
  • Participate in the quoting and placement process for new business.

KEY RESULTS:
  • Meets individual book of business growth goals and new business targets.
  • Maintains book of business renewal rate goals.
  • Ensures that all insurance and work products delivered to prospects and customers meet the high-quality standards of Newcoast.
  • Provide regular reporting and communication of metrics to demonstrate success of production pipeline activities, individual book growth and overall performance.
  • Demonstrate continued personal improvement via growth of skillsets in sales methodology, insurance knowledge and general marine industry knowledge.
  • Identify areas of optimization and opportunities as well as provide informed recommendations for the insurance placement divisions and Newcoast leadership.
  • Effective working relationships developed with other production team members, placement and service teams, and stakeholders.
  • Demonstrate improved alignment and processes between lead management and marketing automation solutions that lead to improved customer intelligence and a more seamless customer experience.

SKILLS & REQUIREMENTS:
  • Experience in insurance or marine industry roles with an excellent understanding of placement, 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 sales tools.
  • The ideal candidate is a passionate insurance advocate with broad understanding of insurance placement and how to maximize results across multiple lines of business.
  • Pro-active, organized, results driven, meets deadlines, self-driven, collaborative, technically savvy.
  • This person must have strong written and verbal communication skills, the ability to influence others and strong cross-functional leadership.
  • 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.
  • Excellent listening, negotiation and presentation abilities.
  • Good knowledge of MS Office including Word, Excel and PowerPoint.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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