Commercial Lines Advisor

About the role

Brightway is a rapidly growing insurance agency system established in 2008. With over 350 franchises across 35+ states and $1.3 billion in annual premiums, we are one of the nation's largest privately-owned property and casualty insurance distributors. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.

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

Requirements

• Bachelor’s degree and 2-5 years’ experience in Commercial Lines Customer Service or a related field
• Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
• Property and Casualty license

Qualifications

• 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
• Independent judgment and decision making
• Able 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
• Demonstrates Brightway values of Smart, Accountable and Trustworthy

Skills

• Customer service mindset
• Clear communication
• System learning and adoption
• Problem-solving and decision-making
• Time management
• Teamwork and collaboration
• Adherence to Brightway values