Carrier Project Coordinator

Brightway Insurance • Jacksonville, FL

1d

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 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, 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 Own project management for Brightways Carriers team M&A activities during a period of significant growth and transformation for Brightway. Act as the primary liaison between company, new Brightway agents and carriers on a variety of administrative/appointment issues related to migration of existing books of business into Brightway systems. This role will be highly cross-functional with regular visibility to Brightways leadership team.

Requirements

• Ability to perform work with a high degree of accuracy; exceptional attention to detail
• Strong and proactive customer service mindset; a desire and ability to deliver service that provides a high level of satisfaction
• Project management skills, must be able to understand business goals, create deadlines, and track milestones
• Ability to understand carrier processes and operations
• Strong communicator; must be able to convey ideas in a clear and concise manner to a variety of audiences (i.e. senior leadership, Agents, Carriers)
• 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.
• 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 with an insurance agency or carrier, and must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint).

Responsibilities

• Own project management tasks and deliverables for carrier M&A activities including project management plan/calendar, master carrier tracker and process checklists
• Process transfer of carrier appointments and codes for agents that are new to Brightway Insurance
• Obtain policy lists and information from carriers and work with policy migration team to ensure all information and documents can be transferred to Brightway systems
• Proactively make outbound calls and send emails with the purpose of clarifying information or gathering correct information from Carriers and/or Agent partners as needed
• Manage inbound requests from internal and external partners and follow up tasks appropriately
• Proactively identify issues/opportunities; troubleshoot issues and escalate complex issues to appropriate stakeholders and follow through on resolution
• Learn and document carrier processes for book transfers and code migrations in order to ensure tasks are able to be replicated accurately
• Hold training calls with new Agents to educate them on Appointment Process
• Perform other related duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED