Insurance Quoter Personal & Commercial Lines

Farmers Insurance - Jonathan Quinonez; Xico; Remote; MXN 223.000 - 446.000; Vollzeit

Benefits dieser Stelle

Mon-Fri Schedule

Work from Home

Bonus opportunities

Zusammenfassung

Quinez Agency in Mexico is seeking a detail-oriented insurance quoting specialist to support our sales team. This role focuses on preparing accurate, timely quotes so producers can spend more time advising clients and closing business.

The ideal candidate will be organized, comfortable with multiple systems, and capable of managing competing priorities without sacrificing accuracy. Licensure may be required for certain activities, and remote work is available.

Qualifikationen

• Strong written and spoken English; Spanish is a plus.
• Excellent attention to detail and data-entry accuracy.
• Strong organization, time management, and follow-through.
• Comfortable learning multiple online systems and quoting platforms.
• Experience in insurance quoting, underwriting support, or insurance operations preferred.

Aufgaben

• Gather and organize information needed for insurance quotes.
• Prepare quote submissions for personal lines and commercial lines.
• Assist with auto, home, business owners policies, workers compensation, commercial auto, and other eligible products as training and carrier access permit.
• Follow up on missing information and underwriting requirements.
• Track quote status, deadlines, and outstanding items.
• Prepare clear summaries for producers to review with clients.
• Maintain accurate CRM and quoting-system records.
• Identify stalled quotes and alert the sales team about follow-up opportunities.
• Follow carrier guidelines, agency procedures, and data-security requirements.

Kenntnisse

Attention to detail

Data entry accuracy

Organizational skills

Time management

Follow-through

Learning new systems

English fluency

Spanish language

Tools

CRM systems

Quoting platforms

Online quoting systems

Jobbeschreibung

Quinez Agency is seeking a detail-oriented insurance quoting specialist to support our sales team. This person will help prepare accurate, timely quotes so producers can spend more time advising clients, following up, and closing business.

The ideal candidate is organized, comfortable working with multiple systems, and able to manage competing priorities without sacrificing accuracy.

Insurance licensing may be required for certain activities. The employee must not perform licensed insurance activities unless properly authorized.

Role is only open to candidates who live in MEXICO

Benefits

• Monthly Base Salary + Bonus Opportunities
• Mon-Fri Schedule
• Work from Home

Responsibilities

• Gather and organize information needed for insurance quotes.
• Prepare quote submissions for personal lines and commercial lines.
• Assist with auto, home, business owners policies, workers compensation, commercial auto, and other eligible products as training and carrier access permit.
• Follow up on missing information and underwriting requirements.
• Track quote status, deadlines, and outstanding items.
• Prepare clear summaries for producers to review with clients.
• Maintain accurate CRM and quoting-system records.
• Identify stalled quotes and alert the sales team about follow-up opportunities.
• Follow carrier guidelines, agency procedures, and data-security requirements.

Requirement

• Strong written and spoken English; Spanish is a plus.
• Excellent attention to detail and data-entry accuracy.
• Strong organization, time management, and follow-through.
• Comfortable learning multiple online systems and quoting platforms.
• Experience in insurance quoting, underwriting support, or insurance operations preferred.
• Reliable internet and a private, secure remote workspace.
• Must protect confidential client information and follow all agency access controls.