Carrier Appointment Specialist Jobs

About Brightway:
Brightway Insurance is one of the largest and fastest growing personal lines agencies in the United States. Our model of distributing insurance through our trusted network of franchised agents allows policyholders to benefit from a broad set of insurance products (e.g., home, auto, umbrella, etc.) from top-rated national, regional and niche carriers.
Brightway’s success led to a private equity investment in December, 2021 that has infused the company with financial and human capital, including an executive team of highly respected insurance leaders with strong track records cultivating emerging companies. This team is focused on enhancing the growth trajectory while retaining Brightway’s entrepreneurial and collaborative culture.
About the Role:
The Carrier Appointment Specialist is a liaison between the Brightway Home Officer, Agency Owners, and insurance carriers, managing administrative and appointment issues. They maintain calendars and checklists, proactively make outbound calls and emails, troubleshoot issues, identify opportunities, and document processes and procedures. If you are highly organized, detail driven, customer centric individual that would like to work in a growing environment, this is the place for you!
Responsibilities:

• Ensure work done as part of a team is complementary and not duplicative or conflicting
• Document activities and follow-up in appropriate systems regularly and accurately
• Regularly check email and other work systems to fulfill requesters' needs
• Perform other related duties as assigned
• Proactively gather correct information and clarify any misinformation
• Manage workload effectively and efficiently, using strong organizational skills

Qualifications:

• Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
• High school diploma required, with some college and/or professional development in insurance-related areas preferred
• 2-4 years of experience in a professional workplace, preferably insurance industry, required

Skills:

• Strong communicator
• Ability to perform work with a high degree of accuracy
• Strong customer service mindset
• Superior ability to manage own time, activities, and resources
• Ability to handle complex requests
• A team player who can contribute and rely on others to achieve objectives
• Ability to learn, embrace, and put into practice new concepts and skills
• Demonstrates Brightway values of Smart, Accountable, and Trustworthy

Essential Job Functions:

• Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers
• Able to apply statistical calculations, analysis of variance, correlation techniques
• Lifting/carrying up to 20 pounds various items
• Ability to communicate orally with others, reading, writing, walking, speaking, hearing
• Good reasoning ability is required to solve a wide range of business problems within your department
• Able to perform basic mathematics (addition, subtraction, multiplication, and division)
• Extended periods viewing computer screen, repetitive motion, sitting for extended periods is common, pushing/pulling, bending/stooping, reaching/grasping