Agency Onboarding Specialist (Remote)

Brightway Insurance•Jacksonville, FL

3d•Remote

About The Position

As the Onboarding Specialist, youll play an instrumental role in getting our new Agency Owners off to a successful start with Brightway by leading them through a well-defined process of providing to us all of the information necessary for them to open their Brightway Agency. The ideal candidate is exceptionally organized and an above-average communicator who can lead others through a process to a successful conclusion. The candidate is also a quick study, understanding all areas of the company ensuring new Agency Owners questions are answered accurately and quickly. Plays a key role as the face/voice of Brightway to internal and external customers. Participates as a member of the broader Agency Development team.

Requirements

The position requires a high school degree or equivalent and 0-2 years experience in a related field.
Must be proficient in Salesforce and Microsoft Office products (Word, Excel, Outlook, PowerPoint).
Ability to perform work with a high degree of accuracy with an exceptional attention to detail
Superior customer service mindset: a desire and ability to deliver service that provides a high level of satisfaction
Excellent verbal and written communicator; must be able to convey ideas in a clear and concise manner
Above average independent judgment and decision making
Understanding of Brightway systems; regularly updates activities accurately
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

Responsibilities

Ensures newly signed Agency Owners understand the Onboarding process and works closely with the Communications Team to keep all relevant documents up-to-date and accurate
Ensures Agency Owners follow the defined Onboarding process; introduces AAOs to various processes, procedures and vendors to use through the process to ensure on-time Agency opening
Uses objective Location criteria already developed to make decisions about Agency locations with general supervision
Manages ongoing workload effectively and efficiently, using strong organizational skills
Documents all work in Salesforce and is proficient in running reports to understand onboarding Agents status
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
May conduct research in order to complete work
Fulfills requesters needs, ensuring satisfaction
Cultivates positive interpersonal relationships with Agency Owners and others
Proactively identifies process improvements that make the department more efficient and effective
Documents activities and follow up in appropriate systems regularly and accurately
Documents processes followed in order to ensure tasks are able to be replicated accurately
Maintains process and procedure manual for the area
Listens to, and incorporates, feedback
Works as part of a team, ensuring work done is complementary and not duplicative or conflicting