Brightway Insurance

Insurance

• Sell Auto, Home, Life, and Commercial Insurance using consultative sales techniques
• Identify and engage potential customers through established lead-generation methods
• Advise clients on tailored insurance solutions
• Develop and maintain strong business relationships
• Participate in incentive programs and sales contests
• Exceed sales targets for new business quotes and policy issuance

Insurance Sales Agent

• Sell personal lines insurance products, including auto, home, and life, to new and existing customers
• Manage the sales pipeline and follow up with inbound leads provided by the agency
• Consult with customers to identify appropriate coverage for their needs
• Meet or exceed monthly sales targets in a performance-driven environment

Insurance Sales Producer

Producer

• Generate new business across homeowner’s, auto, and commercial/business lines
• Use consultative selling techniques to engage prospects, uncover needs, and offer tailored insurance packages
• Manage the full sales cycle, including lead generation, follow-up, quote presentation, closing, and new production
• Meet and exceed production targets in a high-growth environment
• Leverage existing relationships and drive new growth opportunities for an existing book of business

Insurance Producer

Associate

• 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
• Meet success metrics including timely onboarding and appointments, accurate records, reduced processing delays, positive partner experience, and audit readiness

Insurance Sales Agent

Insurance Sales Producer

Insurance Producer

Credentialing Associate