Commercial Lines Advisor

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, and continuous learning. This role supports customer service and business development for agency owners and existing customers.

Responsibilities

• Handles requests received in inbound phone calls and emails from customers, agents, and others
• Proactively makes outbound phone calls to provide service or sell additional products/services
• Fulfills requesters’ needs, ensuring satisfaction
• Acts as a mentor to those less experienced
• Listens to and incorporates feedback
• Documents activities and follow up in appropriate systems regularly and accurately
• Reports activity and outcomes to manager

Requirements

• Strong customer service mindset: a desire and ability to deliver high-level satisfaction
• Strong communicator; must be able to convey ideas clearly and concisely
• Ability to learn new Brightway systems and procedures
• Independent judgment and decision-making abilities
• Able to gather and analyze facts, 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

Qualifications

• 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)
• Property and Casualty license required

Skills

• Customer service mindset
• Clear communication skills
• System learning and adaptation
• Independent problem-solving
• Data analysis and inference
• Time management
• Teamwork and collaboration
• Alignment with Brightway values

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

Application Instructions

Not specified

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.