P&C Insurance Quoting Specialist

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: TYPE OF WORK

Full Time

: SALARY

$1,120/mo

: HOURS PER WEEK

40

: DATE UPDATED

Aug 28, 2026

JOB OVERVIEW

Upline is a service for independent insurance agencies across the U.S. that shops carriers for their existing book of business. Help Upline deliver faster, more accurate renewal quotes that improve agency client retention. This starts as a hands-on quoting role in carrier portals, with a path to training and managing other VAs as the team grows.

Responsibilities
- Prepare accurate personal-lines quotes (auto, homeowners) inside carrier portals following provided fact sheets and quoting guides
- Shop multiple carriers per account and deliver quotes that reflect agency preferences and underwriting rules
- Complete three-carrier shopping for an assignment in under two hours when possible and meet a 24-hour turnaround target
- Perform thorough self-quality assurance checks before submitting quotes to minimize agency rework
- Escalate ambiguous or missing-data cases appropriately and source missing details from third-party references (e.g., property records) when needed
- Document carrier-specific quirks, agency preferences, and exceptions into the team’s SOPs and preference library
- Support onboarding and training of new quoting hires; act as point person for process questions and quality standards
- Participate in paid training and regular feedback cycles with the Head of Operations to continuously improve accuracy and throughput

Requirements (must-haves)
- 2+ years of direct insurance quoting or agency support experience with hands-on carrier portal use (e.g., Progressive, Travelers, Nationwide, Liberty Mutual)
- Demonstrable personal-lines knowledge (coverages, deductibles, limits, endorsements) and ability to explain these concepts clearly
- Proven attention to detail with repeatable self-QA habits that reduce corrections and rework
- Experience shopping auto and homeowners policies, preparing renewals, or handling renewal shopping workflows
- Ability to follow agency-specific quoting rules precisely and avoid "close enough" solutions
- Strong independent judgment to d ---------- when to proceed, verify, or escalate missing information
- Comfortable working full-time remotely and collaborating asynchronously with a U.S.-based manager, and attending bi-weekly meetings over Zoom.
- Fluent in English (written and verbal)

Nice to Have
- Experience using agency management systems (AMS) such as EZLynx or HawkSoft
- Experience training or documenting processes for other operations staff
- Prior work as a virtual assistant or agency VA focused on personal-lines quoting
- Familiarity with researching property details (e.g., Zillow) or other third-party data sources
- Experience across multiple agency books of business or multiple carrier portals

Compensation & Benefits
- Competitive monthly salary
- Fixed weekends off (Mon–Fri schedule)
- Paid Philippine holidays + 10–15 days PTO
- Internet stipend
- Equipment stipend
- 13th-month pay
- HMO / health stipend

Location / Work Type
- Remote-only; Philippines-first candidates encouraged but open to qualified remote applicants
- Full-time; flexible schedule with 2–4 hours overlap with U.S. timezones preferred

How to Apply
Share the following:
- A 2-4 minute video explaining your relevant experience and why you would be a good fit
- Your resume and a list of any carrier portals, AMS/CRMs, or other insurance systems you have used
- Your availability in Central Time (ideally 2-4 hours overlap)
- Your hourly or monthly pay expectation

SKILL REQUIREMENT

Car Insurance Home Insurance

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P&C Insurance Quoting Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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