Commercial Lines Advisor

Brightway Insurance; Jacksonville (FL); On-site; USD 55,000 - 70,000; Full time

Job summary

Brightway Insurance in Jacksonville, FL (or Charlotte, NC) seeks a Commercial Lines Customer Service Specialist. You will deliver service to customers and agents, support business development, and act as a face/voice of Brightway with inquiries and policy renewals.

The role requires a bachelor’s degree and 2–5 years’ experience in Commercial Lines CS, with Proficiency in Microsoft Office and a P&C license. Based in Jacksonville or Charlotte, the position emphasizes service quality and

Qualifications

• Bachelor’s degree required and 2–5 years’ experience in Commercial Lines Customer Service.
• Proficient in Microsoft Office products and must have a Property and Casualty license.

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
• 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

Customer service mindset

Strong communicator

Learning Brightway systems

Independent judgment

Learning and applying new concepts

Data analysis

Time management

Team player

Brightway values: Smart, Accountable,,

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Current job opportunities are posted here as they become available.

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.

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
• 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 Jacksonville, Florida or 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. 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.