Quoting Team Manager

Location NC, United States
Experience level Experienced Hire
Job details sector Life & Savings Insurance
Apply before Date not available
• Train, support and manage quote team to:
o Meet and exceed expected turnaround times for quote review and completion for new opportunities and requotes
o Review proposal submissions to ensure complete information has been provided
o Edit/sort and prepare census data in Excel
o Select appropriate plan features for the requested products
o Apply discounts to rates where applicable
o Generate quotes and proposals on behalf of brokers
o Generate quotes for underwriter review where applicable
o Ensure complete and accurate data is entered into SalesForce.com
• Development and distribution of performance metrics reports for quoting team performance evaluation on a regular basis
• Manage workload of team
• Manages and implements policies and procedures for quoting team.
• Manages the process for:
o referrals to underwriters
o requotes and appeals with the distribution team
o group rate-setting.
• Provides decisions and recommendations on complex cases.
• Provides input to strategic decisions that affect the functional area of responsibility
• Perform regular audits
• May give input into developing the budget.
• Reports to Head of EB Underwriting.


• 3+ years of managerial experience
• Group Employee Benefits background and experience with Life, Dental, Vision, Short Term Disability and Long Term Disability
• Group Employee Benefits Underwriting experience is highly preferred
• Capable of resolving escalated issues arising from case issues that may require coordination with other departments.
• Strong written/verbal communication skills
• Ability to operate in a challenging and fast-paced team environment.
• Possess a high level of reliability, responsibility and organization
• Ability to effectively partner with internal and external stakeholders
• Requires a bachelor's degree.


We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.
In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.