Bookroll Team Sales Representative

Brightway Insurance•Jacksonville, FL

23d

About The Position

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 Will be supporting a newly-created bookroll team that will engage with existing Brightway customers to move their insurance policies to preferred carriers and MGAs, ensuring better coverage and an improved service experience. Identified policies will be moved either due to an adverse action from the existing carrier (e.g., insolvency or mass non-renewals) or because the company has proactively identified a better market for the risk. While the new carrier may provide varying amounts of assistance, members of the bookroll team will need to review and evaluate quotes, discuss them with customers and answer any questions they have regarding their new policy, and ensure that all requirement documents have been completed and signed.

Requirements

Must obtain a P&C (personal and commercial lines) insurance license prior to or within 60 days of employment; existing license strongly preferred.
Strong customer service mindset with a passion for delivering exceptional experiences.
Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms.
High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment.
Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers.
Analytical problem-solving skills with the ability to assess customer needs and present logical solutions.
Demonstrated ability to work both independently and as part of a team, contributing to shared goals.
Tech-savvy with a willingness to adopt and leverage new tools and processes.

Responsibilities

Responsible for successful rewrite results.
Proactively engage and maintain relationships with clients through outbound calls to secure the rewrite of their existing policy to a preferred carrier partner.
Provide explanation of quotes to the customer.
Drive rewrite and retention efforts by educating clients on coverage options and benefits.
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency.
Respond and follow up on emails, document requests and other correspondence.
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction.
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience.
Document interactions accurately in CRM and other systems.
Actively participate in training and continuous learning initiatives to stay updated on carriers and industry trends.
Collaborate with internal teams and external agents to improve service quality and operational effectiveness.