Carrier Appointment Specialist

Brightway Insurance•Jacksonville, FL

About The Position

Established in 2008, Brightway is one of the fastest-growing insurance agency systems in the United States, with over 350 franchises across 35+ states and $1.3 billion in annual premiums. They are among the nation's largest privately owned property and casualty insurance distribution companies, supporting agency owners with back-office services, marketing, and continuous learning. Brightway is focused on customer-centric growth driven by innovation, talented associates, and cutting-edge technologies, creating opportunities for creative thinkers in a diverse and collaborative culture. Team members engage in projects reshaping the industry, working to deliver exceptional customer service and safeguard client assets. Under general supervision, the Carrier Appointment Specialist is responsible for administrative duties for the department.

Requirements

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.
High school diploma
2-4 years experience in a professional workplace

Nice To Haves

Some college and/or pursuing professional development in insurance related areas preferred
Preferably insurance industry experience
Salesforce experience desired

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