Carrier Appointment Specialist

About the role

Brightway is a rapidly growing insurance agency system with over 350 franchises across 35+ states and an annual premium of $1.3 billion. We support agency owners with back-office services, marketing resources, and continuous learning. The company is expanding its customer-centric growth strategy, leveraging innovative solutions and a collaborative culture.

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
• Administer carrier promotions by receiving ad-hoc incentive/promotion requests from 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
• Aid Carrier Appointment Specialist 2 with Agent office closures
• Manage all Carrier credentials for Home Office
• Absorb and assist field users with Carrier credentials issues
• Perform audits in Salesforce to ensure user accuracy
• Regularly check email and other systems for work requests
• Proactively make outbound calls or send emails to clarify information or gather correct information
• Handle 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
• Strong communicator; must be able to convey ideas in a clear and concise manner
• Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
• Strong independent judgment and decision making
• 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

Brightway Values

• Smart
• Accountable
• Trustworthy

Education and Experience

• This position requires a high school diploma, although some college and/or professional development in insurance-related areas are preferred
• Applicant should have 2-4 years’ experience in a professional workplace, preferably in the insurance industry
• Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
• Salesforce experience is desired but not required