Carrier Appointment Specialist

Job Description

Job Description

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.

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Scope

Under general supervision, responsible for administrative duties for the department.

Job 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

Skills, Licenses, Certifications

· 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.

Education and Experience

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 insurance industry and must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint). Salesforce experience desired but not required.

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Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.