Insurance CSR: Momentum AMS (NowCerts) + Commercial Quoting Experience Required

Posted 5 weeks ago

Worldwide

Summary

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 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. Optional (Nice-to-haves): - Comfortable on the phone during US business hours (Eastern time). - Licenses and certifications Logistics: Remote, part-time with room to grow into a long-term role. To apply, share your experience with (1) Your experience with Momentum AMS (NowCerts), and (2) your experience with commercial insurance quoting.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • $5.00

    -

    $12.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
Insurance Agency Operations
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:2 weeks ago
  • Interviewing:
    3
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Aug 29, 2009
  • United States
    Fort Myers11:40 AM
  • $183K total spent
    436 hires, 53 active
  • 16,930 hours

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