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Quoting Specialist

Diversified Brokerage Specialists

Quoting Specialist

Blue Ash, OH
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Competitive salary

    Health insurance

    Paid time off

    Profit sharing

    Diversified Brokerage Specialists is a 4th generation insurance brokerage that has been serving the Cincinnati area for over 79 years. We are a friendly and family-oriented company with the ability to offer excellent benefits, competitive salary, and the potential to earn production bonuses. Come join our team, grow with us, and love where you work!

    The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative to prioritize daily tasks. Enthusiasm and the motivation to take charge will ensure your success in this multi-faceted role.

    Diversified Brokerage Specialists (DBS) is looking for a motivated, high energy individual to work alongside our sales team and case managers as Quoting Specialist.

    This is not a remote position.

    Office hours are M-F 8:30-5 in a comfortable, business casual setting.

    Responsibilities

    · Work directly with brokers and carrier companies running life, LTC and annuity quotes.

    · Stay up to date on industry changes such as underwriting requirements and online application protocols.

    · Processing agent licensing and carrier contracting. SuranceBay knowledge a plus.

    · Be proactive in communications.

    · Answer phones, emails and greet guests in a courteous and professional manner.

    · Provide support in the office as needed.

    · Ensure file organization based on office protocol and maintain a neat workstation.

    Qualifications

    · Strong interpersonal, customer service and communication skills, both oral and written.

    · Ability to multitask, problem solve and keep composure in a fast-paced work environment.

    · Excellent time management, teamwork, and organizational skills.

    · PC proficiency and Microsoft Office experience.

    · Insurance or financial industry knowledge is favorable but not required.

    DBS Benefits

    · Paid Vacation, Personal PTO, and Holiday Pay

    · Group Health and Dental Insurance

    · Life, Short-Term and Long-Term Disability Coverage

    · Matching 401k and HRA Plans