Insurance CSR Commercial Quoting

Key Responsibilities

We're a Florida-based independent insurance agency focused on commercial coverage (e.g. commercial auto, general liability, workers comp, property). We're growing and need a reliable, detail-oriented CSR to keep our leads organized, our pipeline clean, and our quotes moving out the door.

This is a operations support role. You won't be cold-selling. You'll be the person who makes sure nothing slips: leads get entered, quotes get submitted, and every client record stays accurate and up to date.

What you'll do:

- Organize incoming leads and customers and enter them accurately into Momentum AMS

- Build and submit commercial quotes to carriers.

- Prepare quote summaries and proposals.

- Keep the pipeline current by tracking quote status, deadlines, and follow-ups

- Maintain clean, well-documented client and policy records

- Communicate clearly and promptly, during US business hours when needed

Qualifications

Must-haves (please don't apply without these):

- Hands-on experience with Momentum AMS (formerly NowCerts). This is required, not optional.

- Commercial insurance quoting experience, including commercial auto, general liability, workers' comp, and BOP.

- Excellent written English and professional communication.

- Highly organized, task-oriented, and dependable. You do what you say you'll do, on time, without hand-holding.