Remote Commercial Insurance Admin & Quoting Specialist

DDBract Solutions; Texas; Remote; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

DDbract Solutions, a Texas-based insurance advisory group, is looking for a meticulous professional to manage commercial insurance quote forms and support operations. This remote role demands high proficiency in Excel and hands-on commercial insurance experience, aimed at ensuring client satisfaction and timely service.

You will be responsible for data organization, deadline management, and quality compliance. Candidates should be self-starters who can work independently and maintain data accuracy under minimal supervision.

Qualifikationen

• Hands-on Commercial Insurance experience, specifically in commercial lines.
• Proficiency in Excel and experience with meticulous data entry.
• Ability to work independently with minimal supervision, without industry training.

Aufgaben

• Complete detailed commercial insurance call forms and quote documents.
• Maintain organized client profiles, documents, and folders.
• Monitor due dates and manage priorities to meet client deadlines.

Kenntnisse

Commercial Insurance experience

High proficiency in Excel

Meticulous data entry skills

Attention to detail

Self-starter

Tools

Excel

Jobbeschreibung

About the Client
A Texas-based branch of a national insurance advisory group, this team specializes in commercial business insurance solutions. Led by a branch owner who is also a new mother, they provide tailored risk guidance and coverage for small to mid-sized businesses. Rapid growth has increased quoting volume, creating an immediate need for a meticulous professional to support operations.

Why does this role exist?

This role exists to immediately offload complex administrative and quoting tasks from the owner so client deadlines are not missed and service quality remains high. The objective is to accurately complete commercial insurance quote forms and process quotes without industry training, while organizing client data and ensuring all tasks stay on schedule. Ultimately, this hire enables the owner to reclaim time, reduce backlog, and scale the branch effectively.

The Impact you’ll make

Commercial Quoting and Forms Management

• Accurately complete detailed commercial insurance call forms and quote documents.
• Independently execute commercial quote workflows without the need for industry training.
• Ensure all required fields, documentation, and form standards are met.

Data and Document Organization

• Maintain organized client profiles, documents, and folders.
• Clean, structure, and update data in Excel to ensure information accuracy and accessibility.
• Track versions and maintain clear documentation for easy handoff and review.

Deadline and Workflow Management

• Monitor due dates and proactively manage priorities so no client task misses a deadline.
• Maintain trackers in Excel for quotes, submissions, and follow-ups.
• Flag bottlenecks and escalate issues promptly to the owner or producer when needed.

Stakeholder Support and Communication

• Coordinate with the branch owner and producer to clarify requirements and confirm submissions.
• Provide timely status updates on quotes and data tasks.
• Uphold a professional, service-first approach in all internal communications.

Quality, Compliance, and Accuracy

• Perform meticulous data entry with a focus on completeness and accuracy.
• Protect client confidentiality and follow office standards for secure file handling.
• Double-check entries to minimize rework and ensure clean, audit-ready records.

Skills, Knowledge and Expertise

Required:

• Proven, hands-on Commercial Insurance experience (commercial lines)
• High proficiency in Excel and meticulous data entry skills.
• Ability to work independently with minimal supervision and no industry training.
• WFH Set-Up:
  • Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
  • Internet speed of at least 40MBPS
  • Headset with an extended mic that has noise cancellation and a webcam
  • Back-up computer and internet connection
  • Quiet, dedicated workspace at home

Your Superpowers:

• Technical: Advanced Excel (sorting, filtering, lookups, data validation), document management, and precise data entry.
• Insurance-specific: Understanding of commercial vs. personal lines and the nuances of commercial quoting and forms.
• Soft skills: Extreme attention to detail, organization, reliability, proactive communication, and follow-through.
• Work style: Self-starter who can execute complex tasks independently and maintain confidentiality.
• Mindset: Quality-driven, deadline-oriented, calm under pressure, and committed to accuracy.

You should apply if…

• You are a serious, careful professional who takes pride in flawless forms and data accuracy.
• You can independently complete commercial quote forms without training and thrive with minimal supervision.
• You’re highly organized, proactive with deadlines, and comfortable managing structured workflows.
• You want to support a fast-moving small-business environment and help a new mom/business owner regain time.

What to expect…

Work Setup:

• Remote position
• Must have a reliable internet connection and a quiet workspace
• Required to provide own computer with Intel Core i5 or something similar or higher operating system

Working Hours:

• 40 hours per week
• Monday–Friday, 9:00 a.m.–5:00 p.m. Central Time

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