JTS Financial Services
  • Little Rock, AR, USA
  • Full Time

Quoting Specialist


Summary/Objective

Prepare, direct and coordinate quoting group benefits and products, such as determining the best products for different groups and identifying potential cross sell opportunities. Develop quoting strategies with the goal of maximizing the agency's profits and goals.


Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  1. Create and maintain census data, renewal list, and status reports for renewal and prospect groups based on data in CRM.
  2. Prepare applications and/or specifications and review for accuracy and make suggestions for optional and additional coverages. Make submissions to insurance companies, follow up for quotes, negotiate with companies, and meet with producers to review/analyze marketing results for prepare for proposals.
  3. Awareness and familiarity with insurance company underwriting guidelines and authority.
  4. Keep current on all insurance company's coverages, rates, changes, forms, communications, etc.
  5. Ensure all carrier appointments and state licensing and carrier number
  6. Upon receipt of quotes from markets, maintain and deliver quote information to respective Account Managers/Account Executive and Producers. Recommend whether additional plan designs or carriers should be quoted based on market knowledge.
  7. Prepare and distribute quotes to prospective and renewal groups as information becomes available within specified timeframe as determined by the Account Executive and Producer.
  8. Prepare and submit RFP (Request for Proposals) to markets as selected by account management team.
  9. Coordinate with marketing team in the creation, update, and maintenance of benefit booklets and open enrollment.
  10. Maintain contact information for carriers and avenue for RFP submissions.
  11. Assist in creation of separation packets for clients, maintenance of medical calculator and any other tracking processes as needed.
  12. Contact carriers, producers and customers as needed.

Supervisory Responsibility

This position has no supervisory responsibilities.


Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.


Physical Demands

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

  • While performing the duties of this job this individual is regularly required to stand for long periods of time, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and /or move up to 15 pounds.
  • Specific vision abilities required by this position include, close vision, and the ability to adjust focus.

Position Type and Expected Hours of Work

  • This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5 p.m. Occasional evening and weekend work may be required as job duties demand.

Travel

None.


Required Education and Experience

  • High School Diploma or GED
  • Minimum one year of Insurance experience or on the job training

Additional Eligibility Qualifications

  • Active listening
  • Critical thinking
  • Judgment and decision making
  • Working knowledge and competency in use of agency management system, Microsoft Word, various insurance companies' rating systems as required.
  • Ability to use menu-driven software, agency management system and insurance company websites and rating systems in addition to Word and Excel programs
  • Ability to work independently
  • Good organizational skills with the ability to manage multiple tasks efficiently
  • Excellent interpersonal, communication and negotiation skills.

Other Duties

As assigned


JTS financial services is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any Kind: JTS financial services is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at JTS Financial Services based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. JTS Financial Services will not tolerate discrimination or harassment based on any of these characteristics. JTS Financial Services encourages applicants of all ages.

JTS Financial Services
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