Credentialing Associate

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.

Position Summary

The Credentialing Associate is responsible for supporting the onboarding licensing appointment and credentialing processes for insurance agents and agencies within a personal lines insurance distribution environment. This role ensures agents and agency entities meet carrier regulatory and internal compliance requirements to maintain active selling status across multiple insurance partners. The Credentialing Associate works closely with carriers internal operations teams compliance and agency partners to manage credentialing documentation licensing records appointments and ongoing maintenance activities accurately and efficiently.

Key Responsibilities

Coordinate and process agent and agency credentialing onboarding and appointment activities with insurance carriers.

Review and verify licensing E&O insurance background checks certifications and other required documentation for completeness and compliance.

Maintain accurate records in agency management licensing and credentialing systems.

Monitor license renewals carrier appointments certifications and compliance deadlines to ensure uninterrupted selling authority.

Submit and track carrier appointment applications and related onboarding documentation.

Communicate with agents agencies carriers and internal stakeholders regarding missing documentation status updates and credentialing requirements.

Ensure compliance with state insurance regulations carrier guidelines and internal policies.

Assist with audits and reporting activities related to licensing appointments and compliance.

Support onboarding activities for new franchise locations agencies or producers.

Identify and resolve credentialing discrepancies or delays proactively.

Maintain confidentiality and security of sensitive producer and company information.

Generate reports and maintain tracking metrics related to credentialing turnaround times and compliance status.

Education

High school diploma or equivalent required

Associates or Bachelors degree in business insurance finance or related field preferred

Experience

13 years of insurance operations licensing credentialing compliance or administrative experience preferred

Experience in personal lines insurance agency operations or carrier appointment processing preferred

Knowledge Skills and Abilities

Strong attention to detail and organizational skills

Knowledge of insurance licensing and carrier appointment processes

Familiarity with state insurance regulations and compliance requirements

Ability to manage multiple deadlines and priorities in a fast-paced environment

Strong written and verbal communication skills

Proficiency with Microsoft Office Suite and agency management systems

Strong problem-solving and follow-through abilities

Ability to work independently and collaboratively across departments

Preferred Qualifications

Experience with NIPR Sircon or state licensing systems

Knowledge of personal lines insurance products and distribution models

Experience supporting franchise or multi-location agency environments

Insurance license preferred but not required

Working Conditions

Primarily office or remote work environment

Extended periods of computer and phone use

Standard business hours with occasional overtime during peak onboarding periods

Success Metrics

Timely completion of agent onboarding and carrier appointments

Accuracy and completeness of credentialing records

Compliance with carrier and regulatory requirements

Reduction in appointment processing delays

Positive agency and carrier partner experience

Audit readiness and documentation accuracy

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.