Review and analyze client information and insurance requirements to determine appropriate coverage options.
Calculate premium rates, deductibles, and policy limits using various underwriting guidelines, rating systems, and actuarial data.
Prepare and provide detailed insurance quotes to sales agents, ensuring accuracy and adherence to company guidelines.
Collaborate with insurance sales agents, underwriters, and other insurance professionals to address any requests or questions related to quotes and coverage.
Maintain up-to-date knowledge of insurance products, industry trends, and regulatory requirements to ensure accurate and competitive quoting.
Assist in the development and implementation of new quoting tools, processes, and strategies to improve efficiency and accuracy.
Monitor and report any bugs or irregularities encountered while using the internal quoting system.
Provide exceptional customer service and support to both internal and external clients.

High school diploma or equivalent; college degree preferred.
Previous experience in insurance quoting, underwriting, or a related field is a plus.
Strong technical and analytical skills, including agility in learning new tools and workflows
Excellent attention to detail, organizational skills, and ability to manage multiple tasks efficiently.
Strong interpersonal and communication skills.
Proficiency in using computers and various software applications, including Microsoft Office suite and insurance rating systems.
Commitment to ongoing professional development and staying current with industry trends and best practices.

Insurance Quoter

Key skills