Quoting Specialist - Remote

Overview

The Quoting Specialist plays a crucial role in the client engagement process by managing the data preparation and quoting workflow, ensuring timely processing and analysis of quotes to maximize the agency’s profits.

In Short

• Collect and cleanse data required for obtaining insurance quotes.
• Liaise with carrier representatives for quote requests.
• Maintain up-to-date contact information and manage documents.
• Monitor renewal timelines and manage the quoting process.
• Collaborate with account teams on specific quoting needs.
• Analyze quotes and present them clearly.
• Ensure presentation materials meet company standards.
• Work independently with minimal supervision.
• Utilize Microsoft Office, especially Excel, for data management.
• Adapt quickly to various quoting systems.

Requirements

• High level of accuracy and attention to detail.
• Ability to interpret complex insurance documents.
• Strong verbal and written communication skills.
• Excellent active listening and critical thinking abilities.
• Minimum one year of insurance experience required.
• Bachelor’s degree preferred but not required.
• Ability to work under tight deadlines.
• Intermediate proficiency in Microsoft Office.
• Understanding of insurance products is advantageous.
• Ability to learn and retain procedures quickly.

Benefits

• Opportunity to work in a remote environment.
• Full-time position with regular working hours.
• Engagement in a collaborative team environment.
• Potential for professional growth in the insurance industry.
• Flexible attendance requirements with some in-person meetings.