Insurance Quoting Specialist (Back Office) jobs in United States
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Adamson Insurance & Associates ยท 2 days ago

Insurance Quoting Specialist (Back Office)

Adamson Insurance & Associates is seeking a Back Office Insurance Quoting Specialist to support their sales and remarketing teams. In this role, you will be responsible for generating accurate insurance quotes and maintaining documentation while ensuring compliance with underwriting guidelines.

Insurance

Responsibilities

Perform insurance quoting and rate generation in carrier systems such as Progressive, Universal, Integrity, and GEICO
Review quoting request details for accuracy, including underwriting factors like roof age, prior losses, driver history, dog exposure, and specialty notes
Use carrier portals and comparative rater systems to generate and verify quotes that meet carrier and agency standards
Pull and interpret MVRs and reports when applicable and permitted
Attach and organize completed quote PDFs, rate summaries, and documentation into the agency management system
Maintain data accuracy, confidentiality, and compliance with underwriting guidelines and internal SOPs
Support internal workflows and collaborate with Sales via task queues and internal systems
Contribute to back office operations, ensuring high quality and consistent adherence to insurance quoting processes

Qualification

Insurance quotingData entryCarrier portalsUnderwriting criteriaProcess-orientedCommunication skillsAttention to detail

Required

Perform insurance quoting and rate generation in carrier systems such as Progressive, Universal, Integrity, and GEICO
Review quoting request details for accuracy, including underwriting factors like roof age, prior losses, driver history, dog exposure, and specialty notes
Use carrier portals and comparative rater systems to generate and verify quotes that meet carrier and agency standards
Pull and interpret MVRs and reports when applicable and permitted
Attach and organize completed quote PDFs, rate summaries, and documentation into the agency management system
Maintain data accuracy, confidentiality, and compliance with underwriting guidelines and internal SOPs
Support internal workflows and collaborate with Sales via task queues and internal systems
Contribute to back office operations, ensuring high quality and consistent adherence to insurance quoting processes
Meticulous with data entry, accuracy, and documentation, where precision matters
Comfortable navigating multiple insurance quoting systems and web-based carrier portals, applying underwriting criteria with a detail-first mindset
Process-oriented, able to follow step-by-step SOPs and internal rate support guidelines
Collaborative with strong communication skills for clarifying missing or inconsistent information
Efficient with routine tasks and able to meet turnaround expectations without sacrificing quality
Someone who thrives in a structured back office support role rather than a sales or client-facing position

Preferred

Someone looking to become licensed in insurance and seeking an insurance career. (Licensing Not Required)

Company

Adamson Insurance & Associates

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Mike Adamson founded Adamson Insurance & Associates in 2000 after 5 years in a captive insurance agency.

Funding

Current Stage
Early Stage
Company data provided by crunchbase