Insurance Quoting Specialist
3 weeks ago
We're seeking a highly skilled Insurance Quoting Specialist to join our team at Steadily. As an Associate Broker, you'll play a critical role in delivering fast, affordable insurance to our customers.
Your primary responsibility will be to receive quote requests from our sales agents and work with our wholesale partners to prepare quotes for the agents to present to the customer. You'll also be responsible for finalizing the bind process once the agent has secured a bind order.
To succeed in this role, you'll need to be highly organized, with excellent communication and problem-solving skills. You'll work closely with our sales agents and wholesale partners to ensure seamless quote delivery and bind completion.
Key responsibilities include:
- Receiving quote requests from sales agents and working with wholesale partners to prepare quotes
- Finalizing the bind process once the agent has secured a bind order
- Ensuring compliance with all necessary bind subjectivities and payment collection
- Handling post-bind matters, such as cancellations and inspection recommendations
Requirements include:
- Experience quoting insurance through various carriers
- Strong understanding of the insurance application process
- Highly organized with excellent communication and problem-solving skills
- Ability to work in a fast-paced environment with multiple priorities
We offer a competitive salary, including a monthly production bonus, plus equity in the company. Our benefits package includes discretionary PTO, health insurance, 401K, and in-office 4 days a week with WFH days available.
Why choose Steadily? We're a rapidly growing company with a unique culture that values candor and teamwork. Our founders have a proven track record of success, and we're committed to delivering exceptional customer experiences.
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