Agency Onboarding Specialist

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 $1.2 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.

About the role:

As the Onboarding Specialist, you’ll play an instrumental role in getting our new Agency Owners off to a successful start with Brightway by leading them through a well-defined process of providing to us all of the information necessary for them to open their Brightway Agency. The ideal candidate is exceptionally organized and an above-average communicator who can lead others through a process to a successful conclusion. The candidate is also a quick study, understanding all areas of the company ensuring new Agency Owners’ questions are answered accurately and quickly. Plays a key role as the “face/voice of Brightway” to internal and external customers. Participates as a member of the broader Agency Development team.

Principal Duties and Responsibilities:

• Ensures newly signed Agency Owners understand the Onboarding process and works closely with the Communications Team to keep all relevant documents up-to-date and accurate
• Ensures Agency Owners follow the defined Onboarding process; introduces AAOs to various processes, procedures and vendors to use through the process to ensure on-time Agency opening
• Uses objective Location criteria already developed to make decisions about Agency locations with general supervision
• Manages ongoing workload effectively and efficiently, using strong organizational skills
• Documents all work in Salesforce and is proficient in running reports to understand onboarding Agents’ status
• Regularly checks email and other systems through which work is requested
• Proactively makes outbound calls or sends emails with the purpose of clarifying information or gathering correct information
• May conduct research in order to complete work
• Fulfills requesters’ needs, ensuring satisfaction
• Cultivates positive interpersonal relationships with Agency Owners and others
• Proactively identifies process improvements that make the department more efficient and effective
• Documents activities and follow up in appropriate systems regularly and accurately
• Documents processes followed in order to ensure tasks are able to be replicated accurately
• Maintains process and procedure manual for the area
• Listens to, and incorporates, feedback
• Works as part of a team, ensuring work done is complementary and not duplicative or conflicting

Education requirements:

The position requires a high school degree or equivalent and 0-2 years’ experience in a related field. Must be proficient in Salesforce and Microsoft Office products (Word, Excel, Outlook, PowerPoint).

Skills, Licenses, Certifications

• Ability to perform work with a high degree of accuracy with an exceptional attention to detail
• Superior customer service mindset: a desire and ability to deliver service that provides a high level of satisfaction
• Excellent verbal and written communicator; must be able to convey ideas in a clear and concise manner
• Above average independent judgment and decision making
• Understanding of Brightway systems; regularly updates activities accurately
• 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

Now is the time join Brightway. You can make your mark here. Contribute to our momentum by helping build our next gen tech ecosystem to help power our agency owners’ success. Our culture is driven by our core values, appetite to grow and excitement to collaborate and see our hard work pay off.

Team members at Brightway enjoy:

• Competitive salaries (based on research)
• Paid Time Off
• Medical/Dental/Life/Disability Insurance
• 401(k) plan with up to a 4% company-match
• Tuition reimbursement (regardless of course of study)
• Recognition for living our core values

Help us be the brighter way to do insurance!