Experienced Quoting Specialist

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TYPE OF WORK

Full Time

SALARY

TBD

HOURS PER WEEK

40

DATE UPDATED

Jun 3, 2026

JOB OVERVIEW

We are hiring an experienced Insurance Quoting Specialist and we are only looking for top performers.

Please read carefully before applying.

This role is NOT for entry-level applicants or candidates without strong hands-on experience in both Commercial Lines and Personal Lines quoting.

If you do not meet the qualifications below, please do not apply. However, referrals are welcome, we offer referral rewards after successful onboarding and 1 month of employment.

What We’re Looking For

We want highly competitive, results-driven professionals who can operate independently, follow systems, and consistently deliver high-quality work.

Minimum Qualifications (DO NOT APPLY IF YOU DID NOT MEET THESE CRITERIA)
• 3–5+ years of proven insurance quoting experience
• Strong background in Commercial Lines quoting
• Solid experience with Personal Lines quoting
• Able to work independently with minimal supervision
• Able to follow SOPs and processes consistently
• Results-oriented and accountable
• Proactive with a strong sales mindset
• Customer-centric with excellent service handling skills
• Strong communication and follow-up discipline

What We Expect From You

This is a high-performance environment. We expect tea ---------- mbers who:
• Can confidently handle commercial quoting with accuracy and speed
• Understand personal lines quoting and bundled policy strategies
• Know how to manage customers professionally
• Can work efficiently without constant supervision
• Take ownership of their work and outcomes
• Follow SOPs without cutting corners
• Think proactively and contribute solutions, not just tasks

What You’ll Be Doing

• Prepare Complex Commercial and Personal Lines quotes independently
• Handle submissions with minimal guidance
• Work across multiple lines of business
• Communicate with clients regarding quotes, renewals, and follow-ups
• Recommend strong quoting and bundling strategies
• Maintain organized follow-up and pipeline management
• Ensure accuracy across ACORD forms and quoting documentation

Required Experience & Tools

• EZLynx and/or Applied Epic
• ACORD forms
• Understanding of the U.S. insurance quoting process end-to-end
• Slack or similar communication tools
• Freshdesk, Freshchat, Freshcaller, or similar ticketing systems
• Comfortable handling calls, SMS, and client follow-ups

Your Work Setup

• Reliable internet connection with backup
• Backup power source
• Noise-cancelling headset
• A work-capable laptop or desktop setup

What You Can Expect When Joining

• Structured onboarding with guidance during your first month
• Competitive monthly compensation
• Benefits similar to a corporate setup:
– HMO
– PTO
– Employee Treat Days
– 13th Month Pay
– Milestone Recognition Programs
• ROWE culture (Results-Only Work Environment)
– We measure output and accountability, not time logged in

Why Join Us?

We are building a team of high-performing professionals who value ownership, discipline, growth, and excellence.

This is a place for people who:
• Want autonomy and trust
• Take pride in delivering quality work
• Thrive in a performance-based culture
• Want to have work-life balance (time with your self, family, and friends)

If you are someone who performs at a high level, works well independently, and understands the importance of both customer experience and operational excellence we’d love to hear from you.

If you’ve read everything above:
Send your public resume link when applying.

Again, please do not apply if you do not have strong Commercial and Personal Lines quoting experience. We respect your time and ours.

SKILL REQUIREMENT
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