Insurance Client Services & Quoting Specialist

Duties and Responsibilities
* Provide courteous and prompt assistance to clients by phone, email, and text.
* Collect applications, loss runs, current policy documents, driver information, property details, and other underwriting information.
* Review submitted information for completeness and accuracy before requesting quotes.
* Enter client and risk information into agency management systems, carrier portals, and comparative-rating platforms.
* Enter accounts into appropriate insurance carriers according to agency guidelines and producer direction.
* Compare premiums, coverage limits, deductibles, exclusions, endorsements, and available discounts.
* Prepare organized quote summaries and proposals for review by the producer or licensed account manager.
* Contact clients to obtain missing information and provide timely updates regarding quote status.
* Assist with renewal reviews, remarketing, and requoting as assigned.
* Maintain accurate notes, activities, documents, and follow-up dates in the agency management system.
* Assist with, billing questions, and identification card requests
* Recognize opportunities for additional coverage and refer them to the appropriate licensed producer.
* Follow agency procedures, carrier requirements, confidentiality standards, and applicable insurance regulations.
Qualifications
* Proficiency with Microsoft Outlook, Word, Excel, carrier websites, and online rating systems.
* Strong attention to detail, organization, written communication, and follow-up skills. (THIS IS A MUST)
* Ability to prioritize assignments and perform accurately in a fast-paced environment.
* One or more years of insurance, customer service, sales support, or administrative experience preferred.
* Experience with Applied Epic or another agency management system is a plus.
Core Competencies
* Client-focused service and professional communication
* Accuracy, organization, and consistent follow-through
* Critical thinking and the ability to identify missing or inconsistent information
* Dependability, accountability, and respect for confidentiality
* Comfort learning new systems and carrier requirements
* Ability to work independently while contributing to a collaborative team
Performance Standards
* Prepare accurate, complete, and timely quote submissions.
* Respond to client and internal requests within established agency service standards.
* Maintain complete documentation in the agency management system.
* Follow up consistently until assigned tasks and quote activities are completed.
* Meet established quoting, service, accuracy, and productivity goals.
* Maintain professional working relationships with clients, carriers, and coworkers.
US Shift
Salary - 4 - 4.5 LPA

Work arrangement
Yes