Note: The job is a remote job and is open to candidates in USA. Brightway Insurance is one of the fastest-growing insurance agency systems in the United States, seeking a Bookroll Sales Representative. The role involves engaging with existing customers to transition their insurance policies to preferred carriers, ensuring improved coverage and service experience.
Responsibilities
- Responsible for successful rewrite results
- Proactively engage and maintain relationships with clients through outbound calls to secure the rewrite of their existing policy to a preferred carrier partner
- Provide explanation of quotes to the customer
- Drive rewrite and retention efforts by educating clients on coverage options and benefits
- Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency
- Respond and follow up on emails, document requests and other correspondence
- Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction
- Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience
- Document interactions accurately in CRM and other systems
- Actively participate in training and continuous learning initiatives to stay updated on carriers and industry trends
- Collaborate with internal teams and external agents to improve service quality and operational effectiveness
Skills
- Must obtain a P&C (personal and commercial lines) insurance license prior to or within 60 days of employment
- Strong customer service mindset with a passion for delivering exceptional experiences
- Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
- High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment
- Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
- Analytical problem-solving skills with the ability to assess customer needs and present logical solutions
- Demonstrated ability to work both independently and as part of a team, contributing to shared goals
- Tech-savvy with a willingness to adopt and leverage new tools and processes
- High school diploma
- Existing P&C (personal and commercial lines) insurance license
- College degree
- 2-4 years of relevant sales experience in the insurance industry
Benefits
- Comprehensive back-office services
- Marketing resources
- Continuous learning and development
- Actively participate in training and continuous learning initiatives to stay updated on carriers and industry trends
Company Overview
Brightway Insurance has re-invented the way people shop for insurance. It was founded in 2003, and is headquartered in Jacksonville, Florida, USA, with a workforce of 1001-5000 employees. Its website is http://www.brightway.com.