Summary

We are looking for a skilled Insurance Quote Specialist to join a U.S.-based insurance agency. This role is crucial in preparing insurance quotes and aiding agents in policy comparisons. The position involves gathering underwriting information, submitting quote requests via carrier portals, and assisting agents in generating precise policy quotes efficiently.

Responsibilities

• Prepare insurance quotes for both new and existing clients
• Collect and organize underwriting information from clients
• Submit quote requests through carrier portals
• Compare quotes from various carriers
• Assist agents in preparing policy proposals
• Maintain accurate records within agency management systems

Requirements

Requirements:

• Experience working with an insurance agency or brokerage
• Familiarity with insurance quoting workflows
• Strong attention to detail
• Proficient written English communication skills
• Ability to navigate multiple carrier portals

Preferred Experience

• Experience with agency management systems like Applied Epic, AMS360, HawkSoft, or EZLynx
• Experience in quoting policies such as Homeowners, Auto, Commercial, or Business insurance