Credentialing Associate

About Brightway

Established in 2008, Brightway is one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and $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.

Responsibilities

• Coordinate and process agent and agency credentialing, onboarding, and appointment activities with insurance carriers.
• Review and verify licensing, E&O insurance, background checks, certifications, and other required documentation for completeness and compliance.
• Maintain accurate records in agency management, licensing, and credentialing systems.
• Monitor license renewals, carrier appointments, certifications, and compliance deadlines to ensure uninterrupted selling authority.
• Submit and track carrier appointment applications and related onboarding documentation.
• Communicate with agents, agencies, carriers, and internal stakeholders regarding missing documentation, status updates, and credentialing requirements.
• Ensure compliance with state insurance regulations, carrier guidelines, and internal policies.
• Assist with audits and reporting activities related to licensing, appointments, and compliance.
• Support onboarding activities for new franchise locations, agencies, or producers.
• Identify and resolve credentialing discrepancies or delays proactively.
• Maintain confidentiality and security of sensitive producer and company information.
• Generate reports and maintain tracking metrics related to credentialing turnaround times and compliance status.

Requirements

• High school diploma or equivalent required.
• Associate’s or Bachelor’s degree in business, insurance, finance, or related field preferred.
• 1-3 years of insurance operations, licensing, credentialing, compliance, or administrative experience preferred.
• Experience in personal lines insurance, agency operations, or carrier appointment processing preferred.

Skills

• Strong attention to detail and organizational skills.
• Knowledge of insurance licensing and carrier appointment processes.
• Familiarity with state insurance regulations and compliance requirements.
• Ability to manage multiple deadlines and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite and agency management systems.
• Strong problem-solving and follow-through abilities.
• Ability to work independently and collaboratively across departments.

Preferred Qualifications

• Experience with NIPR, Sircon, or state licensing systems.
• Knowledge of personal lines insurance products and distribution models.
• Experience supporting franchise or multi-location agency environments.
• Insurance license preferred but not required.

Working Conditions

• Primarily office or remote work environment.
• Extended periods of computer and phone use.
• Standard business hours with occasional overtime during peak onboarding periods.

Success Metrics

• Timely completion of agent onboarding and carrier appointments.
• Accuracy and completeness of credentialing records.
• Compliance with carrier and regulatory requirements.
• Reduction in appointment processing delays.
• Positive agency and carrier partner experience.
• Audit readiness and documentation accuracy.