Credentialing Associate

Credentialing Associate

The Credentialing Associate is responsible for supporting the onboarding, licensing, appointment, and credentialing processes for insurance agents and agencies within a personal lines insurance distribution environment. This role ensures agents and agency entities meet carrier, regulatory, and internal compliance requirements to maintain active selling status across multiple insurance partners. The Credentialing Associate works closely with carriers, internal operations teams, compliance, and agency partners to manage credentialing documentation, licensing records, appointments, and ongoing maintenance activities accurately and efficiently.

Key responsibilities include:

• 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.

Education:

• High school diploma or equivalent required
• Associate's or Bachelor's degree in business, insurance, finance, or related field preferred

Experience:

• 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

Knowledge, skills, and abilities:

• 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

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.