Carrier Appointment Specialist Full Time

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 nation’s 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, you’ll 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:

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.