Insurance Account Assistant & Quoting Specialist

Hanscom; Easton (MD); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

FSA

401(k)

Student loan paydown

Paid time off

Job summary

Hanscom Federal Credit Union & Fleetwood Insurance Group is seeking an Assistant Account Manager to build client relationships, manage quotes, and support policy servicing. You will coordinate with Account Managers and Customer Service, ensuring accurate submissions and timely follow-up while maintaining high service standards.

The role emphasizes detail orientation, organizational skills, and strong communication.

Qualifications

• Detail-oriented, service focused, and able to communicate professionally both written and verbally.
• Effective organizational and time-management skills.
• Must be authorized to work in the US.

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.
• Support Account Managers, Customer Service Representatives, and other team members with quoting, policy servicing, documentation, and related account activities.
• Communicate progress on assigned work and promptly escape underwriting, coverage, service, or system issues requiring additional review or approval.
• Contribute to a positive client experience by responding to internal and external requests in a professional, timely, and service-oriented manner.
• Recognize opportunities to enhance client coverage needs and refer those opportunities to the appropriate Account Manager, Insurance Agent, or department.
• Provide backup support for team members as needed to maintain service levels and workflow continuity.
• Perform other job-related duties as needed to support team success.
• Maintain professional competence through continuing education, carrier resources, and industry knowledge relevant to risk analysis and client advice.
• Follow applicable insurance laws, agency policies, BSA responsibilities, and Fleetwood Insurance Group ethical standards.

Skills

Communication skills

Organization

Time management

Education

High school diploma

Insurance education/training preferred

Tools

Microsoft Office

Job description

Hanscom Federal Credit Union & Fleetwood Insurance Group is seeking an Assistant Account Manager to build client relationships, manage quotes, and support policy servicing. You will coordinate with Account Managers and Customer Service, ensuring accurate submissions and timely follow-up while maintaining high service standards.

The role emphasizes detail orientation, organizational skills, and strong communication.