Insurance Client Services & Quoting Specialist

About the Role

The Insurance Client Services & Quoting Specialist will provide assistance to clients, collect underwriting information, process quotes, and maintain client records.

Key Responsibilities

• Provide courteous and prompt assistance to clients via 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.

Requirements & Tech Stack

• Proficiency with Microsoft Outlook, Word, Excel, carrier websites, and online rating systems.
• Experience with Applied Epic or another agency management system is a plus.

Qualifications

• Strong attention to detail, organization, written communication, and follow-up skills.
• 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.
• 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.

US Shift

Salary: 4 - 4.5 LPA