Insurance Account Assistant & Quote Specialist

Peoples Powered by Hanscom; Easton (MD); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Medical, Dental, Vision

FSA and 401(k)

Paid time off

Job summary

Hanscom Federal Credit Union is seeking an Assistant Account Manager within the Fleetwood Insurance Group in Maryland. You will develop relationships, process quotes, and support policy servicing while delivering exceptional member service.

The role requires attention to detail, strong organizational skills, and knowledge of Personal/Commercial Lines. A Maryland P&C license is preferred; high school diploma required; MS Office proficiency a must.

Qualifications

• Prior insurance, customer service, or quoting experience preferred.
• Ability to manage multiple requests in a deadline-driven environment.
• Strong written and verbal communication skills.
• Proficient in MS Office and agency tech systems.

Responsibilities

• Prepare accurate and timely new business and renewal quotes as assigned by the Account Manager, following agency procedures, carrier guidelines, and service standards.
• Assist with remarketing efforts by obtaining, comparing, and organizing quote options for Account Manager review.
• Gather, verify, and document information needed for accurate submissions and quotes; follow up on missing or incomplete information as needed.
• Support policy issuance, binding, documentation, and related servicing activities within established procedures and delegated authority.
• Maintain complete, accurate, and timely documentation of client interactions, quote activity, carrier communications, and account records within the agency management system.
• Provide backup support for team members as needed to maintain service levels and workflow continuity.

Skills

Insurance knowledge

Customer service

Attention to detail

Organizational skills

MS Office

Education

High School Diploma or equivalent

Maryland Property & Casualty license

Tools

Microsoft Office

Job description

Hanscom Federal Credit Union is seeking an Assistant Account Manager within the Fleetwood Insurance Group in Maryland. You will develop relationships, process quotes, and support policy servicing while delivering exceptional member service.

The role requires attention to detail, strong organizational skills, and knowledge of Personal/Commercial Lines. A Maryland P&C license is preferred; high school diploma required; MS Office proficiency a must.