Corporate Sales Rewrite Specialist
- Posted 04/26/2022
- Location Jacksonville, FL
- Worker Category Full-time
Interested? Click on the link below to fill out our application.
Apply Now
At Brightway, our Insurance Account Representatives are heroes to our customers and to the business. In this role, you’ll identify our customers’ needs when reviewing, shopping and rewriting their policies, ensuring that they have continuous coverage while retaining their business.
The ideal candidate is personable, quick and accurate. Your focus will be on cultivating positive relationships with our customers, understanding their needs and presenting tailored solutions to them.
Objectives:
Under general supervision, the Insurance Account Representative services existing customers within the corporate book of business who need their policies reviewed/shopped/rewritten.
Principal Duties and Responsibilities:
- Receive inbound emails, phone calls and transfer calls
- Quickly and accurately identify customers’ needs
- Evaluate existing policy and, understanding customer’s need, accurately and succinctly present a course of action
- Cultivate positive relationship with customers
- Create and clearly present quotes tailored to customers’ needs
- Complete applications, conduct follow up with carriers
- Complete follow up with customers
- Enter all activity into appropriate systems
- Proactively share ideas for process, system and other improvements, ensuring we are effective and efficient
- Manages ongoing workload effectively and efficiently; using strong organizational skills, develops calendars and checklists for certain ongoing work
- 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
- Listens to, and incorporates, feedback
Internal/External Relationships:
Plays a key role as the “face/voice of Brightway” to current customers. Participates as a member of the Marketing team. Works with all levels of the organization to promptly resolve issues to ensure satisfaction.
Qualifications:
- Active insurance license (20-44 or 2-20)
- High school diploma
- Minimum 2 years’ experience in property/casualty insurance sales
- Commercial lines sales experience is a plus
- Knowledgeable about, and skilled in using, commonly understood sales techniques, processes and procedures
- Excellent understanding of the Brightway model and carriers represented
- Ability to perform work with a high degree of accuracy; exceptional attention to detail
- Superior customer service mindset; a desire and ability to deliver service that provides a high level of satisfaction
- Superior interpersonal skills
- Excellent verbal and written communicator; must be able to convey ideas in a clear and concise manner
- Must be proficient in Microsoft Office products (Word, Excel, Outlook)
- Excellent 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
- Competitive spirit, a desire to win and grow
- Demonstrate excellent work ethic, personal accountability and an ability to work well independently
Founded in 2008, Brightway has since grown to more than 200 locations across 23 states serving customers in all 50 states. The Jacksonville-based company earned recognition in 2020 as a Top 3 Finalist in the Bold City Best awards for the Best Place to Work (100+ Employees) category and has been named one of the Fastest Growing Companies in Northeast Florida by the Jacksonville Business Journal for the past 12 years. At Home Office, Brightway employees focus on delivering holistic business support that empowers agents to sell more.
Benefits
- Competitive salary
- Market-leading Paid Time Off—in the first year, you earn 14 paid days off in addition to six paid company holidays and one “floating holiday” that you can take at any time
- Medical/Dental/Life/Disability Insurance
- Market-leading 401(k) with 4% match
- Tuition reimbursement regardless of course of study
- Comprehensive paid training
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Typing/computer keyboard |
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Verbal communication |
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Use computer software |
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Written communication |
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Retrieve and compile information |
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Public speaking/group presentations |
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Maintain records/logs |
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Research, analyze and interpret information |
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Verify data and information |
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Investigate, evaluate, recommend action |
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Organize and prioritize information/tasks |
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Leadership and supervisory, managing people |
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Operate office equipment |
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Basic mathematical concepts (e.g. add, subtract) |
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Advanced mathematical concepts (fractions, decimals, ratios, percentages, graphs) |
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Abstract mathematical concepts (interpolation, inference, frequency, reliability, formulas, equations, statistics) |
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Sitting for extended periods |
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Lifting/carrying up to 20 pounds various items |
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Standing for extended periods |
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Lifting/carrying more than 20 pounds various items |
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Extended periods viewing computer screen |
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Repetitive motions |
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Walking |
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Pushing/pulling |
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Reading |
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Bending/stooping |
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Speaking |
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Reaching/grasping |
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Hearing |
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Writing |
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Business travel by plane, train, bus, car (_____ %) |
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Working in remote settings including other offices or hotels |
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Normal office environment |
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Electrical current |
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Toxic or caustic chemicals |
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Housekeeping and/or cleaning agents |
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Flammable, explosive gases |
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Proximity to moving mechanical parts |
Interested? Click on the link below to fill out our application.
Apply Now