Quoting & Implementation Specialist
Role details
Job location
Tech stack
Job description
The Quote Specialist supports Producers by handling quotes and RFPs for new business. Their goal is to make the quoting process faster, smoother, and more accurate, and then pass work cleanly to onboarding and implementation. The Implementation Specialist is primarily focused on providing support to the Account Management team on activities related to on-boarding new Small Business clients. Position Details:
- Pay: $18/hr
- Hours: M-F 7:00am-3:30pm
- First 90 days are in office then hybrid after
- Benefits Start Day 1!
How you'll make an impact Implementation Specialist:
- Support Small Business end to end Client On-Boarding Life Cycle:
- Manage client business workflow
- Support the client on-boarding and Client Service Life Cycle
- Support on-boarding resolution of service-related issues in partnership with experienced team members
- Maintain up-to-date records
Quoting Specialist:
- Create and manage quotes (medical + ancillary)
- Review intake forms and census data for accuracy
- Build client-ready proposal spreadsheets
- Help Producers with updates, changes, and questions in real time
- Send completed quotes to the next team (onboarding/implementation)
- Work with carriers and quoting tools like PerfectQuote
Requirements
Required: Bachelor's degree and 1 year minimum of client coordination and/or claims management experience Preferred:
- At least 1 year Customer Service experience.
- Knowledge of Microsoft Suite (Outlook & Excel).
- Detail Oriented.
Benefits & conditions
Pulled from the full job description
- Paid parental leave
- Parental leave
- 401(k)
- Vision insurance
- Health savings account
- Dental insurance
- Flexible spending account, We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...