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Insurance Quote Specialist Jobs (NOW HIRING)

Sentinel is seeking a Quote Management Specialist to support the creation, formatting, and ... A valid driver's license and proof of vehicle insurance will be required * Legally authorized to ...

Proactively contact all leads to recommend appropriate insurance, quote and place coverage ... Provide work direction as appropriate to new business specialists to ensure all aspects of client ...

Insurance Producer

Hartford, CT · On-site

$19.23 - $24.03/hr

Proactively contact all leads to recommend appropriate insurance, quote and place coverage ... Provide work direction as appropriate to new business specialists to ensure all aspects of client ...

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Insurance Quote Specialist information

See salary details

$27K

$57.4K

$97.5K

How much do insurance quote specialist jobs pay per year?

As of Jul 16, 2026, the average yearly pay for insurance quote specialist in the United States is $57,372.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,500.00 and $74,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Insurance Quote Specialist, and why are they important?

To thrive as an Insurance Quote Specialist, you need a solid understanding of insurance products, risk assessment, and pricing strategies, often supported by a high school diploma or relevant certifications. Familiarity with quoting software, CRM systems, and industry tools like Applied Epic is typically required. Strong attention to detail, effective communication, and customer service skills help build trust and ensure accuracy. These skills are crucial for providing precise quotes, meeting client needs, and maintaining compliance within a highly regulated industry.

What is the difference between Insurance Quote Specialist vs Insurance Underwriter?

AspectInsurance Quote SpecialistInsurance Underwriter
CredentialsTypically requires insurance licensing or certifications, high school diploma or equivalentRequires licensing, often a bachelor's degree in finance, economics, or related field
Work EnvironmentCustomer service-focused, office or remote settings, interacting with clients and agentsAnalytical, risk assessment in office settings, reviewing applications and policies
Industry UsageCommonly employed in insurance agencies, brokerages, and online platformsPrimarily found in insurance companies, underwriting firms, and large agencies

While both roles involve insurance processes, the Insurance Quote Specialist focuses on providing quotes and customer interaction, whereas the Insurance Underwriter assesses risk and determines policy terms. Understanding these differences helps job seekers identify the right career path in the insurance industry.

What are some common challenges Insurance Quote Specialists face when gathering client information and how can they be addressed?

Insurance Quote Specialists often encounter challenges such as incomplete or unclear client information, varying state regulations, and tight turnaround times. To address these challenges, it’s important to ask clear, targeted questions during client interactions and use checklists to ensure all necessary details are collected. Building strong communication skills and staying updated on policy guidelines also helps specialists provide accurate quotes efficiently while maintaining compliance.

What does an Insurance Quote Specialist do?

An Insurance Quote Specialist is responsible for evaluating customer needs and providing accurate insurance quotes for various types of coverage, such as auto, home, or life insurance. They gather and analyze client information, assess risk factors, and use specialized software to calculate premium rates. Additionally, they explain policy options, help clients understand their coverage, and ensure compliance with industry regulations. Their goal is to match customers with the most suitable insurance products at competitive prices.
More about Insurance Quote Specialist jobs
What cities are hiring for Insurance Quote Specialist jobs? Cities with the most Insurance Quote Specialist job openings:
What states have the most Insurance Quote Specialist jobs? States with the most job openings for Insurance Quote Specialist jobs include:
Preventative Maintenance Quote Specialist

Preventative Maintenance Quote Specialist

Cleveland Brothers Equipment

Murrysville, PA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago


Cleveland Brothers rating

7.9

Company rating: 7.9 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

67th of 149 rated vehicle equipment hire


Job description

Cleveland Brothers, the largest Cat dealer in Pennsylvania, northern West Virginia and western Maryland, has an immediate opportunity for aPreventative Maintenance Quote, Specialist.

Position Summary:

Cleveland Brothers, the largest Cat dealer in PA, northern West Virginia and western Maryland, has a career opportunity for the right individual to support the dealership and our customers through specialized Preventative Maintenance services. This individual will be the primary source of contact for the dealership, and our sales force, working directly with the Cleveland Brothers management team, and our customer base, to provide professional support facilitating growth with Preventative Maintenance contracted services.

Primary Responsibilities:

  • Monitor the utilization of Preventative Maintenance program EZKits across contracted customer and equipment fleets;
  • Utilize Caterpillar proprietary software and web-based applications to support PM contracted customer services;
  • Provide timely follow-up with contracted customers and Cleveland Brothers Product Support Sales Representatives;
  • Foster successful relationships with internal departments, and external customers to facilitate timely PM parts fulfillment;
  • Develop accurate Preventative Maintenance Full-Service TLC, and EZKits filter sales quotes to support growth;
  • Provide professional interactions with Cleveland Brothers personnel and valued customers on a daily/weekly basis;
  • Provide timely communications via phone, e-mail, or in person;
  • Support the Equipment Management Services management team with periodical tasks;
  • Substitute for other positions and other functions as assigned by necessity.

Skills, Knowledge, Qualifications:

Ability to learn and develop expertise with Caterpillar equipment, and an understanding of the operation of Caterpillar equipment, maintenance products, and various industry needs. Applicants must be proficient with Microsoft office applications. Successful candidates will possess excellent verbal, written, technical, and analytical skills. Ability to prioritize duties, work both independently and within a professional office team. Strong self-starting, interpersonal, professional communication, and multi-tasking skills required. Must be accountable, flexible, have solid decision-making ability, and be successful within a team environment.

Background Training and Experience:

Progressive experience and understanding, focusing on exceptional internal and external sales and services support in an office environment, preventative maintenance needs, long-term customer service agreements, service operations, and an understanding of consultative sales concepts, or an equivalent combination of training and experience is acceptable.

Why Join the Cleveland Brothers Team:

  • Market Leading Benefits Package:Medical, dental, vision, life insurance, 401(k) match, short- and long-term disability, health savings account, PTO, Profit Sharing Account.
  • Advancement:Take your career to the next level with a dynamic organization that wants to see you succeed! In addition to room to grow in this role, there are limitless opportunities across 29 locations whether you want to move up, or into another division of the company.
  • Stability- Cleveland Brothers has been around for 75 years. Experience tremendous job security in an essential role with an organization that is around for the long haul.

About Us: For nearly 80 years, Cleveland Brothers Equipment Co., Inc. has proudly served as the exclusive Cat dealer for western, central, and northeastern Pennsylvania, northern West Virginia, and western Maryland. Since 1948, we've built a legacy as a trusted partner in the construction, mining, forestry, and agricultural sectors.

From our 30 locations, we deliver comprehensive solutions, including high-quality new, used, and rental equipment, genuine parts, and expert service.

Beyond our extensive machinery offerings, we provide diverse solutions, such as industrial engines and generators all supported by our knowledgeable team of professionals.

At Cleveland Brothers, we're more than a dealer; we're your dedicated partner committed to helping you achieve your goals. Discover how we can support your operations at www.ClevelandBrothers.com.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


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