Quoting Specialist
About The Position
A well-established mid-sized independent insurance agency is seeking a Quoting Specialist to join the team. This role is ideal for an insurance professional who enjoys marketing accounts, working directly with carriers, and handling a wide variety of business across both Personal and Commercial Lines. This position will work closely with the agency principals, receiving internal leads directly from ownership and helping take submissions from intake through binding and proposal presentation. The agency is looking for someone organized, proactive, and comfortable handling multiple account types in a fast-paced environment.
Requirements
- Experience within an independent insurance agency environment preferred
- Background quoting and marketing either Commercial Lines, Personal Lines, or both
- Strong understanding of coverage placement and underwriting requirements
- Experience handling BOP, GL, Property, and Personal Lines business preferred
- Ability to manage accounts from submission through binding
- Strong communication and organizational skills
- Comfortable working in a fast-paced environment with multiple priorities
- Experience with agency management systems Applied Epic prefered
- Active Property & Casualty license preferred or willingness to obtain quickly
Responsibilities
- Market and quote both Personal and Commercial Lines accounts with multiple carriers
- Handle inbound/internal opportunities generated directly by agency leadership
- Prepare professional proposals and present coverage options to clients
- Review submissions for completeness and gather additional underwriting information as needed
- Market and negotiate accounts with carriers to secure competitive coverage and pricing
- Bind coverage and manage the process through policy issuance
- Work on a broad mix of business including: BOPs, General Liability, Commercial Property, Real Estate Accounts, Homeowners, Auto, Renters, Umbrella and additional personal lines products
- Maintain strong carrier relationships and stay current on underwriting appetites and market conditions
- Assist with remarketing existing business when needed
- Collaborate with producers and agency leadership to support growth initiatives
Benefits
- Growth Opportunity
- Strong long-term growth opportunity within the agency
- Exposure to agency leadership and high-level client opportunities
- Stable and collaborative team environment within a growing independent agency
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
