Quoting Specialist

Holman is a family-owned global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving Whats Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated and creating positive rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Principal Purpose of Position:

• Partner with one or more of our Account Representatives (AR) to assist with quotes and proposals for our consumer clients. This will involve receiving completed fact-finders from the AR and then inputting that information into our rating software as a first step.

• Help determine the best options for policy placement for each customer during the quoting process thorough understanding of policy coverages and options.

• During this process the AR may have additional questions or may make requests for changes to the quotes provided. Work with AR to handle additional questions or requests regarding quote changes.

• Assess risks against available carriers and products to determine the best option for each customer.

• Quote automobile property (home renters condo etc.) umbrella motorcycle boat RV as well as other lines from time to time.

• Working closely with AR to ensure a quick and accurate proposal for their insured

• Perform all other duties and special projects as assigned.

Education and/or Training:

• Bachelors degree or related work experience in the insurance industry is preferred.

• Insurance license for both Property and Casualty required within 90 days of joining the Holman organization.

Relevant Work Experience:

• Property and Casualty personal lines quoting experience is preferred.

Planning/Organizing/Managerial Knowledge:

• Excellent math skills and attention to detail.

• Highly organized and thorough with tasks and follow-ups.

• Some flexibility in work schedule. This position may require some evening and Saturday hours.

• Become acquainted with and a robust user of the Agency Management System (AMS360) and our prospect management platform Sales Force. This may include attending both live and recorded training sessions as well as independent study and 1-1 training in office.

• Adaptability. Candidates must have a get it done attitude and be willing to adapt and change as the business grows.

• Focused on learning and personal growth.

• Having a strong knowledge of the carriers and their underwriting guidelines in order to properly assess and place the risk.

• Work in a very time-sensitive environment with requirements for quote turn-around and responsiveness to other members of the team.

Communicating & Influencing Skills:

• Individuals must be goal driven self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.

• Dedicated to delivering exceptional customer care to all prospects and clients of the business.

• Ability to interact comfortably both over the phone and in person with prospects clients referral sources and business colleagues both in and outside of the Holman group of companies.

• Excellent writing and communication skills.

• Ability to interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives.

• Assist and provide training to both new and current employees on the business operating system and processes with the rest of the frontline.

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At Holman we exist to provide rewarding careers and better lives for employees and their families. We hire train empower and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better we have to do better and to do better we must know better. Thats why we are listening open to learning new things about ourselves and each other. We will never stop striving for improved diversity equity and inclusion because we are successful together when we feel trusted and supported. Its The Holman Way.

At Holman your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family Holman is proud to offer you the benefits you deserve; including protection against illness disability loss of work or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays Bereavement and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement

Benefits:

Regular Full-Time

We offer excellent benefits including health vision dental life and disability insurance and 401(k) with company match. Our time off benefits include Paid Time Off (PTO) paid holidays bereavement and jury addition we offer paid pregnancy and parental leave and supplemental paid military leave to eligible employees.

Temporary or Part-Time

In geographic areas with statutory paid sick leave part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Pay:

Artificial Intelligence Statement

We recognize that applicants for positions at any organization may view AI tools for tasks such as drafting a resume or cover letter provided the information is accurate and truthful. However applicants should not use AI tools to:

• Answer interview questions on their behalf or use AI tools in any way during the interview or other qualification process(es).

• Misrepresent or embellish qualifications skills or experience

• Create false or misleading representations of identity (e.g. deepfakes or altered images/videos)

Your application whether an AI tool is used or not should reflect your authentic abilities and experiences. Any use of AI that compromises honesty or integrity may result in disqualification from the process.

Equal Opportunity Employment and Accommodations:

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.

If you are a person with a disability needing assistance with the application process please contact

This policy applies to all terms and conditions of employment including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.