Remote freelance role supporting a small commercial insurance branch by completing commercial quote forms, maintaining organized client files and Excel trackers, managing deadlines, and communicating status with the owner and producer. Requires meticulous data entry, advanced Excel use, and independent execution of quote workflows to reduce backlog and ensure audit-ready records.
About the Client
A Texas-based branch of a national insurance advisory group, this team specializes in commercial business insurance solutions. Led by a branch owner who is also a new mother, they provide tailored risk guidance and coverage for small to mid-sized businesses. Rapid growth has increased quoting volume, creating an immediate need for a meticulous professional to support operations.
A Texas-based branch of a national insurance advisory group, this team specializes in commercial business insurance solutions. Led by a branch owner who is also a new mother, they provide tailored risk guidance and coverage for small to mid-sized businesses. Rapid growth has increased quoting volume, creating an immediate need for a meticulous professional to support operations.
Why does this role exist?
This role exists to immediately offload complex administrative and quoting tasks from the owner so client deadlines are not missed and service quality remains high. The objective is to accurately complete commercial insurance quote forms and process quotes without industry training, while organizing client data and ensuring all tasks stay on schedule. Ultimately, this hire enables the owner to reclaim time, reduce backlog, and scale the branch effectively.
The Impact you’ll make
Commercial Quoting and Forms Management
- Accurately complete detailed commercial insurance call forms and quote documents.
- Independently execute commercial quote workflows without the need for industry training.
- Ensure all required fields, documentation, and form standards are met.
Data and Document Organization
- Maintain organized client profiles, documents, and folders.
- Clean, structure, and update data in Excel to ensure information accuracy and accessibility.
- Track versions and maintain clear documentation for easy handoff and review.
Deadline and Workflow Management
- Monitor due dates and proactively manage priorities so no client task misses a deadline.
- Maintain trackers in Excel for quotes, submissions, and follow-ups.
- Flag bottlenecks and escalate issues promptly to the owner or producer when needed.
Stakeholder Support and Communication
- Coordinate with the branch owner and producer to clarify requirements and confirm submissions.
- Provide timely status updates on quotes and data tasks.
- Uphold a professional, service-first approach in all internal communications.
Quality, Compliance, and Accuracy
- Perform meticulous data entry with a focus on completeness and accuracy.
- Protect client confidentiality and follow office standards for secure file handling.
- Double-check entries to minimize rework and ensure clean, audit-ready records.
Skills, Knowledge and Expertise
Required:
- Proven, hands-on Commercial Insurance experience (commercial lines)
- Demonstrated proficiency completing industry-standard commercial quote forms.
- High proficiency in Excel and meticulous data entry skills.
- Ability to work independently with minimal supervision and no industry training.
- WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
Your Superpowers:
- Technical: Advanced Excel (sorting, filtering, lookups, data validation), document management, and precise data entry.
- Insurance-specific: Understanding of commercial vs. personal lines and the nuances of commercial quoting and forms.
- Soft skills: Extreme attention to detail, organization, reliability, proactive communication, and follow-through.
- Work style: Self-starter who can execute complex tasks independently and maintain confidentiality.
- Mindset: Quality-driven, deadline-oriented, calm under pressure, and committed to accuracy.
You should apply if...
- You are a serious, careful professional who takes pride in flawless forms and data accuracy.
- You can independently complete commercial quote forms without training and thrive with minimal supervision.
- You’re highly organized, proactive with deadlines, and comfortable managing structured workflows.
- You want to support a fast-moving small-business environment and help a new mom/business owner regain time.
What to expect...
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
Working Hours:
- 40 hours per week
- Monday–Friday, 9:00 a.m.–5:00 p.m. Central Time
Compensation:
- $6 per hour
- No benefits package included
Benefits
About
Magic has connected top remote talent with fast-growing businesses for over 10 years.Founded in San Francisco in 2015, we now have thousands of remote workers around the world. Magic is backed by Sequoia Capital and Y Combinator.
Magic San Francisco, California, USA Office
1263 Mission St., San Francisco, CA, United States, 94103
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