Insurance Quoting Associate (Personal and Commercial)

We are looking for for an Insurance Quoting Associate who’s tech-savvy, highly organized, and thrives in a fast-paced environment. As our Insurance Associate, you will play a vital role in connecting with our insurance customers. You will be responsible to pull customer’s policy, generate quotes, and billing. Additionally, you may be tasked to handle calls and provide potential customers with detailed information about their policies and our other insurance lines.

Tasks includes:
- Providing insurance quotes to customers
- Answering calls and responding to customer inquiries in a timely and professional manner.
- Accessing customer accounts and policy schedules with accuracy and attention to detail.

Requirements:

- Excellent English communication skills, both verbal and written, to ensure clear communication with clients
- Available and able to work from 9am-5pm EST to meet our clients' needs
- Proficient in Microsoft Word, Outlook, and Excel for data entry and document management
- Typing skills of at least 50 WPM to efficiently handle client requests and inquiries
- Must have at least i5-7 processor or its equivalent and noise-canceling headset to ensure high-quality call connection; Windows based only.
- Open to serious candidates who want a full-time, long-term position with reliable internet and power connection
- Knowledgeable in Hawksoft, Smartsheet, and Ring Central is a plus.

Benefits:

* SSS, PhilHealth, Dental, and Internet Reimbursements
* Fixed weekends off
* Annual increases or bonus payments
* Paid time offs and holidays
* 13th-month pay
* Health Savings Plan and more

Screening questions:
1. What is your experience as an Insurance VA, CSR, or Quoting Assistant?
(Briefly describe your role, tasks, and how long you did it)

2. What personal lines and commercial lines have you worked on?
(List specific types — e.g., Auto, Home, GL, BOP, Workers Comp, etc.)

3. What carrier portals or rating tools have you used for quoting?
(Be specific — examples: EZLynx, Applied Epic, HawkSoft, carrier websites, etc.)

4. Describe your process when handling a new submission from intake to quote completion.
(Include how you check for missing info and follow up)

We value our employees and believe in investing in their growth and development. As such, we are looking for candidates who are committed to a long-term relationship with our company. Interested applicants, please send your answers to the screening questions, resume and cover letter to ----------