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Quoting Manager Jobs in Rhode Island (NOW HIRING)

Alera Group

Personal Lines Account Manager

Warwick, RI · Hybrid

$55K - $75K/yr

Drive growth through quoting, new business support, account rounding, and cross-sell, earning base ... Manage workflows in Applied Epic with accurate documentation and compliance * Partner with carriers ...

flowcontrol

Outside Sales Representative

Lincoln, RI · On-site

Direct quoting responsibilities. * Collaborate with team members to achieve better results ... Hands-on experience with CRM software. * In depth understanding of Excel. * Thorough understanding ...

flowcontrol

Outside Sales Representative

Lincoln, RI · On-site

Direct quoting responsibilities. * Collaborate with team members to achieve better results ... Hands-on experience with CRM software. * In depth understanding of Excel. * Thorough understanding ...

flowcontrol

Outside Sales Representative

Lincoln, RI · On-site

Direct quoting responsibilities. * Collaborate with team members to achieve better results ... Hands-on experience with CRM software. * In depth understanding of Excel. * Thorough understanding ...

hilbgroup

Benefits - Benefits Analyst

Warwick, RI · On-site

Must have strong time management skills with the ability to prioritize and meet deadlines * Must be ... Access several internet based quoting sites to obtain rates * Verify accuracy of rates obtained ...

hilbgroup

Benefits - Benefits Analyst

Warwick, RI · On-site

Must have strong time management skills with the ability to prioritize and meet deadlines * Must be ... Access several internet based quoting sites to obtain rates * Verify accuracy of rates obtained ...

The Hilb Group

Benefits - Benefits Analyst

Warwick, RI · On-site

Must have strong time management skills with the ability to prioritize and meet deadlines * Must be ... Access several internet based quoting sites to obtain rates * Verify accuracy of rates obtained ...

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Quoting Manager information

What is a quoting manager?

A Quoting Manager is a professional responsible for overseeing the process of preparing and delivering price quotes to customers or clients, typically in industries such as manufacturing, construction, or services. They analyze project requirements, costs, and timelines to generate accurate quotations that meet both client expectations and company profitability goals. Quoting Managers often collaborate with sales, technical, and procurement teams to gather necessary information and ensure quotes are competitive and compliant with company policies. They also manage quote follow-ups and may negotiate terms with customers. Their role is crucial in securing new business and maintaining positive client relationships.

How does a quoting manager typically collaborate with sales and engineering teams to ensure accurate and competitive proposals?

A Quoting Manager works closely with both sales and engineering teams to gather all necessary technical specifications, customer requirements, and pricing details for each quote. They facilitate communication between departments to ensure proposals are not only competitive but also feasible from a production and delivery standpoint. This collaborative approach helps minimize errors, align expectations, and deliver tailored solutions that meet client needs. Regular meetings, shared documentation, and cross-departmental reviews are common practices to maintain accuracy and consistency throughout the quoting process.

What are the key skills and qualifications needed to thrive as a quoting manager, and why are they important?

To thrive as a Quoting Manager, you need strong analytical skills, attention to detail, and a background in business, finance, or a related field. Familiarity with quoting and CRM software, Excel, and sometimes ERP systems is typically required, along with experience in pricing strategy. Excellent communication, negotiation, and organizational skills help you manage client relationships and coordinate with internal teams. These abilities are crucial for generating accurate quotes, maintaining client satisfaction, and ensuring profitability for the business.

What is the difference between Quoting Manager vs Estimating Manager?

AspectQuoting ManagerEstimating Manager
CredentialsRelevant industry certifications, experience in cost analysisSimilar certifications, focus on project cost estimation
Work EnvironmentOffice-based, collaborating with sales and project teamsOffice or site-based, working closely with project managers
Industry UsageUsed in construction, manufacturing, and service sectorsCommon in construction, engineering, and manufacturing
Search & Comparison IntentPeople compare to understand roles in bid preparationOften compared to clarify scope of estimating responsibilities

The Quoting Manager and Estimating Manager roles are closely related, both focusing on cost analysis and project bids. While they share similar credentials and work environments, the Quoting Manager typically emphasizes preparing competitive quotes for clients, whereas the Estimating Manager oversees detailed project cost estimates to guide bidding strategies. Understanding these differences helps employers and job seekers identify the right role based on specific industry needs.

Quoting Manager jobs near you

Personal Lines Account Manager

Warwick, RI • Hybrid

Alera Group
See more jobs at Alera Groupexternal

$55K - $75K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 5 days ago

Alera Group rating

7.5

Company rating: 7.5 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

Job description

OVERVIEW

Alera Group is looking for a Personal Lines Property & Casualty Account Manager to join our team. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Our Massachusetts locations include: Needham, Braintree, Brockton, Brookline, Chicopee, Concord, Fairhaven, Milford, Orleans, Rehoboth, Truro, and Worcester. Our Rhode Island locations include: North Smithfield and Warwick. 

Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.


RESPONSIBILITIES
  • Advise and service Personal Lines clients (home/auto/umbrella/flood and other PL), handling changes, renewals, and inquiries with a high-touch experience
  • Drive growth through quoting, new business support, account rounding, and cross-sell, earning base plus commissions
  • Evaluate exposures and recommend coverage changes; explain options clearly to support retention
  • Manage workflows in Applied Epic with accurate documentation and compliance
  • Partner with carriers/underwriters to obtain quotes, submit documentation, and resolve requests quickly

QUALIFICATIONS
  • 2+ years Personal Lines P&C account management experience
  • Valid Massachusetts P&C License (required)
  • Strong knowledge of personal lines coverages and underwriting requirements
  • Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office
  • Strong communication and problem-solving; organized and deadline-driven
  • Able to step in and perform with minimal ramp-up; dependable and team-oriented

ADDITIONAL INFORMATION

This job requires presence in the office on a hybrid schedule as agreed with the manager.

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

The annual salary range is $55,000 to $75,000, plus commission.

We're anequal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class. 

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-NO1

#LI-Hybrid


Location Type
Hybrid - 3 or more days in office - Office UKG Work locationQualifications:
  • 2+ years Personal Lines P&C account management experience
  • Valid Massachusetts P&C License (required)
  • Strong knowledge of personal lines coverages and underwriting requirements
  • Applied Epic strongly preferred; comfortable with rating tools and Microsoft Office
  • Strong communication and problem-solving; organized and deadline-driven
  • Able to step in and perform with minimal ramp-up; dependable and team-oriented
Education:UNAVAILABLEEmployment Type: FULL_TIME

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