Carrier Appointment Specialist
About The Position
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 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.
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, preferably insurance industry
- Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
Nice To Haves
- Some college
- Pursuing professional development in insurance related areas
- Salesforce experience
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
