Commercial Lines Advisor

About Brightway

Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients' most important assets through consultation, curated choice, and confidence.

While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.

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

This position requires a bachelor's degree and 2-5 years' experience in Commercial Lines Customer Service or a related field. The applicant must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint) and must have a Property and Casualty license.

This position is based in Charlotte, North Carolina.

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. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.