Commercial Lines Advisor

Brightway InsuranceJacksonville, FL

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 Under general supervision, provides a broad range of insurance-related customer service and business development support and services to our AAOs as well as existing customers in order to maintain and strengthen relationships. Plays a key role as the face/voice of Brightway to inbound callers and those who receive outbound calls. Works with all levels of the organization to promptly resolve issues to ensure satisfaction.

Requirements

  • Strong customer service mindset: a desire and ability to deliver service that provides a high level of satisfaction
  • Strong communicator; must be able to convey ideas in a clear and concise manner
  • Ability to learn new Brightway systems and procedures
  • Independent judgment and decision making
  • Ability to learn, embrace and put into practice new concepts and skills
  • Able to gather and analyze facts and data, draw inferences, weigh alternatives and present logical solutions
  • Able to manage own time, activities and resources
  • 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 bachelors degree and 2-5 years experience in Commercial Lines Customer Service or a related field.
  • The applicant must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint) and must have a Property and Casualty license.
  • This position is based in Jacksonville, Florida.

Responsibilities

  • Handles requests received in inbound phone calls and emails from customers, agents and others
  • Proactively makes outbound phone calls with the purpose of providing service or selling additional products/services
  • Fulfills requesters needs, ensuring satisfaction
  • Acts as mentor to those less experienced
  • Listens to, and incorporates, feedback
  • Documents activities and follow up in appropriate systems regularly and accurately
  • Performs other related duties as assigned
  • Reports activity and outcomes to manager
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