Commercial Lines Advisor

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.

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.

Job 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

Skills, Licenses, Certifications

• 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

Education And Experience

• Bachelor's degree
• 2-5 years' experience in Commercial Lines Customer Service or a related field
• Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
• Must have a Property and Casualty license
• This position is based in Jacksonville, Florida or Charlotte, North Carolina