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.

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Scope

Own project management for Brightway’s Carriers team M&A activities during a period of significant growth and transformation for Brightway. Act as the primary liaison between company, new Brightway agents and carriers on a variety of administrative/appointment issues related to migration of existing books of business into Brightway systems. This role will be highly cross-functional with regular visibility to Brightway’s leadership team.

Job Responsibilities

· Own project management tasks and deliverables for carrier M&A activities including project management plan/calendar, master carrier tracker and process checklists

· Process transfer of carrier appointments and codes for agents that are new to Brightway Insurance

· Obtain policy lists and information from carriers and work with policy migration team to ensure all information and documents can be transferred to Brightway systems

· Proactively make outbound calls and send emails with the purpose of clarifying information or gathering correct information from Carriers and/or Agent partners as needed

· Manage inbound requests from internal and external partners and follow up tasks appropriately

· Proactively identify issues/opportunities; troubleshoot issues and escalate complex issues to appropriate stakeholders and follow through on resolution

· Learn and document carrier processes for book transfers and code migrations in order to ensure tasks are able to be replicated accurately

· Hold training calls with new Agents to educate them on Appointment Process

· Perform other related duties as assigned

Skills, Licenses, Certifications

· Ability to perform work with a high degree of accuracy; exceptional attention to detail

· Strong and proactive customer service mindset; a desire and ability to deliver service that provides a high level of satisfaction

· Project management skills, must be able to understand business goals, create deadlines, and track milestones

· Ability to understand carrier processes and operations

· Strong communicator; must be able to convey ideas in a clear and concise manner to a variety of audiences (i.e. senior leadership, Agents, Carriers)

· Strong independent judgment and decision making

· Ability to learn, embrace and put into practice new concepts and skills

· 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

· Can demonstrate Brightway values of Smart, Accountable and Trustworthy.

Education and Experience

This position requires a high school diploma although some college and/or pursuing professional development in insurance related areas preferred. Applicant should have 2-4 years’ experience in a professional workplace, preferably with an insurance agency or carrier, and must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint).

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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. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.