Quoting Specialist

Quoting Specialist – Personal & Commercial Lines

Job Summary

This role is ideal for an insurance professional who thrives in a fast-paced environment, enjoys marketing accounts, and has experience working directly with carriers. The position involves handling a diverse portfolio of both Personal and Commercial Lines accounts, with opportunities to work closely with agency principals and leadership.

Compensation Package

• Base Salary: $60,000 – $80,000 (commensurate with experience)
• Growth Opportunities: Strong potential for long-term career advancement within the agency
• Work Environment: Stable, collaborative, and supportive team culture
• Exposure: Direct interaction with agency leadership and high-level client opportunities

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:
  • Business Owners Policies (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

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Qualifications/Requirements

• Experience within an independent insurance agency environment preferred
• Background in quoting and marketing either Commercial Lines, Personal Lines, or both
• Strong understanding of coverage placement and underwriting requirements
• Experience handling BOP, General Liability, 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 preferred)
• Active Property & Casualty license preferred or willingness to obtain quickly

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