Carrier Appointment Specialist

About Brightway

Established in 2008 Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35 states and an impressive $1.3 billion in annual premiums we rank among the nations largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services marketing resources and continuous learning and development.

We are embarking on the next stage of our customer-centric growth driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member youll engage in exciting projects that are reshaping the industry working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients most valuable assets.

Scope

Under general supervision responsible for administrative duties for the department.

Job Responsibilities

Gather carrier communications sent to Underwriting and the Carrier Appointments team and upload the information to the shared folder on a weekly basis

Responsible for the administering carrier promotions. This includes receiving ad-hoc incentive/promotions requests from our carrier partners and updating the requests to a shared document for agents to view

Send notices to carriers whenever there are agent updates (addresses phone numbers agent/agency name changes etc.)

Update products by state in salesforce for new and existing carriers

Set up credentials for new hires on a weekly basis for field and corporate office

Disable credentials/appointments for terminated staff on a weekly basis for the field and corporate office

Assist Carrier Appointment Specialist 2 with Agent office closures

Manage all Carrier credentials for Home Office

Assist field users with Carrier credentials issues

Perform audits in sales force to ensure accuracy of users

Regularly checks email and other systems through which work is requested

Proactively makes outbound calls or sends emails with the purpose of clarifying information or gathering correct information

Handles special projects and other duties as assigned

Skills Licenses Certifications

Ability to perform work with a high degree of accuracy; exceptional attention to detail

Strong customer service mindset; a desire and ability to deliver service that provides a high level of satisfaction

Ability to handle the most complex of requests

Strong communicator; must be able to convey ideas in a clear and concise manner

Must be proficient in Microsoft Office products (Word Excel Outlook PowerPoint)

Strong independent judgment and decision making

Ability to learn embrace and put into practice new concepts and skills

Superior ability to manage own time activities and resources; models behavior for others

Team player; must be able to contribute to the team and rely on others to achieve objectives

Can demonstrate Brightway values of Smart Accountable and Trustworthy.

Education and Experience

This position requires a high school diploma although some college and/or pursuing professional development in insurance related areas preferred. Applicant should have 2-4 years experience in a professional workplace preferably insurance industry and must be proficient in Microsoft Office products (Word Excel Outlook PowerPoint). Salesforce experience desired but not required.

Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment where everyone has an equal opportunity to succeed and grow.