Part-Time Insurance Quoting Specialist

Job Overview

Looking for a flexible part-time job with growth potential?

If you're organized, detail-oriented, and enjoy working in a fast-paced office environment, we'd love to meet you! The Montez Insurance Agency is looking for a Part-Time Insurance Quoting Specialist to support our sales team by preparing accurate insurance quotes for prospective clients.

This is NOT a sales position. Instead, you'll play an essential role behind the scenes by creating complete, accurate insurance quotes that allow our licensed Sales Producers to focus on helping clients and closing business.

No insurance experience? That's okay! If you're motivated, tech-savvy, and eager to learn, we'll provide the training you need to succeed.

Schedule:

• Monday – Friday: Approximately 2:00 PM – 6:00 PM
• Optional Saturdays: Approximately 2 hours
• Flexible afternoon schedule for the right candidate.

What You'll Do:

• Prepare 10–15 complete household insurance quotes during each shift.
• Produce 20–30+ household quotes per week (or agency production goals).
• Enter customer information accurately into multiple insurance systems.
• Review reports and verify information needed for accurate quoting.
• Compare coverage options and ensure quotes are complete before assigning them to Sales Producers.
• Maintain organized customer records within the agency CRM.
• Assist with administrative and quoting projects as needed.

What We're Looking For:

• Strong attention to detail and accuracy.
• Excellent computer, data entry, and typing skills.
• Organized and able to multitask efficiently.
• Dependable, punctual, and self-motivated.
• Positive attitude with a team-first mentality.
• Comfortable learning new software and technology.
• Insurance experience is a plus—but not required. We'll train the right person!

Compensation & Incentives

We believe in rewarding productivity and quality work.

Pay Includes:

• Competitive hourly wage of $12.00 per hour
• Performance Bonuses:
• $1.00 per completed household quote for the first 1–10 quotes
• $2.00 per completed household quote for 11–20 quotes
• Paid training
• Opportunities for advancement within the agency

The more quality quotes you produce, the more you can earn!

Why Join Montez Insurance Agency?

At Montez Insurance Agency, every team member plays an important role in our success. As our Quoting Specialist, you'll directly support our Sales Producers by providing accurate, ready-to-present quotes that help families protect what matters most.

You'll join a supportive, high-performing team that values hard work, recognizes achievement, and provides opportunities to grow your career.

If you're looking for a flexible part-time opportunity where your attention to detail and productivity are appreciated and rewarded, we'd love to hear from you.

Apply today and become part of a team that's invested in your success!

Salary Range: $12.00 - $14.00 per hour

Benefits

Hourly Base Salary Based on Experience

Hands on Training
Career Growth Opportunities

Requirements

• Property & Casualty insurance license preferred.
• Strong organizational skills with the ability to multitask and manage priorities effectively.
• Excellent verbal and written communication skills.
• Positive attitude with outstanding interpersonal and customer service skills.
• Self-motivated, dependable, and able to work independently as well as part of a team.
• Must be willing to obtain the required insurance license(s) within 90 days of hire.

Responsibilities

• Provide exceptional customer service to new and existing clients.
• Process policy changes, payments, and customer service requests.
• Gather customer information and prepare insurance quotes.
• Maintain accurate customer records in the agency CRM (eAgent).
• Follow up with customers and return calls promptly.
• Request referrals and promote the agency's referral program.
• Work collaboratively with the team while managing responsibilities independently.

About Us

Here at the Montez Agency, we believe in protecting what matters most to you. As a leading provider in the insurance industry, we offer personalized solutions tailored to your unique needs. Our dedicated team values integrity and transparency, fostering a culture of trust and support. Join us as we empower individuals and families to achieve peace of mind with our comprehensive coverage options. Discover a rewarding career with us, where your contributions make a meaningful difference in our community!