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Applied Insurance Advisor Reviews Jobs (NOW HIRING)

Newcoast

Boat Insurance Advisor

Experience and understanding of Applied EPIC, CRM systems, analytics and other commonly used sales ... For further information, please review the Know Your Rights notice from the Department of Labor.

STEPHEN BENJAMIN INSURANCE AGENCY

Be Seen First

Personal Insurance Advisor

Sutton, MA · On-site

$55K - $95K/yr

Personal Insurance Advisor Stephen Benjamin Insurance Agency | Sutton, Massachusetts About Stephen ... Conduct insurance reviews and educate clients on coverage options and potential gaps * Quote, write ...

STEPHEN BENJAMIN INSURANCE AGENCY

Be Seen First

Personal Insurance Advisor

Sutton, MA · On-site

$55K - $95K/yr

Personal Insurance Advisor Stephen Benjamin Insurance Agency | Sutton, Massachusetts About Stephen ... Conduct insurance reviews and educate clients on coverage options and potential gaps * Quote, write ...

Vouch, Inc.

Insurance Advisor

Chicago, IL · On-site

$85K - $90K/yr

Vouch is the risk advisor that powers ambition. We're a tech-enabled insurance advisory and ... Maintain a healthy pipeline and conduct pipeline reviews with your manager About you: * 2+ years of ...

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Applied Insurance Advisor Reviews information

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$26.5K

$65.6K

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How much do applied insurance advisor reviews jobs pay per year?

As of Aug 22, 2026, the average yearly pay for applied insurance advisor reviews 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 is an applied insurance advisor review?

An Applied Insurance Advisor Reviews job typically involves assessing and evaluating insurance policies, customer feedback, and industry trends to provide insights and recommendations. Professionals in this role may analyze client needs, review insurance claims, and ensure policies align with customer expectations. They often collaborate with agents, underwriters, and clients to improve service quality and policy offerings. Strong analytical skills and industry knowledge are essential for success in this position.

What are the typical daily responsibilities of an applied insurance advisor?

As an Applied Insurance Advisor, your daily tasks often include meeting with clients to assess their insurance needs, researching and recommending suitable insurance products, and processing policy applications or renewals. You’ll frequently use industry-specific software to track client accounts and stay on top of policy updates or regulatory changes. Collaboration with underwriters, claims specialists, and other advisors is common to ensure clients receive comprehensive service. Additionally, you’ll spend time following up with clients to address questions and maintain ongoing relationships, making the work both dynamic and client-focused.

What are the key skills and qualifications needed to thrive in the applied insurance advisor reviews position?

To thrive as an Applied Insurance Advisor, you should possess strong analytical abilities, in-depth knowledge of insurance products, and relevant certifications such as a state insurance license. Familiarity with customer relationship management (CRM) systems and insurance quoting/binding software is commonly required. Exceptional interpersonal communication, active listening skills, and the ability to explain complex policies clearly are crucial soft skills for this role. These capabilities enable advisors to accurately assess client needs, provide tailored recommendations, and foster long-term client relationships in a highly regulated industry.

Is an applied insurance advisor a sales job?

An applied insurance advisor role typically involves both sales and client service responsibilities, including explaining policies, assessing client needs, and recommending coverage options. Success in this position often requires strong communication skills and knowledge of insurance products, with sales being a key component of meeting performance targets.
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Applied Insurance Advisor Reviews jobs near you
Infographic showing various Applied Insurance Advisor Reviews job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 21% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% 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 23 days ago

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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