Credentialing Associate

Brightway Insurance

. Coordinate and process agent and agency credentialing, onboarding, and appointment activities with insurance carriers .

Posted 9/18/2026full-timeRemote • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in insurance operations, including credentialing, compliance, and licensing processes, while maintaining meticulous records and ensuring adherence to state regulations. Strong communication and organizational skills facilitate effective collaboration with agents, agencies, and internal stakeholders.

Highest-signal resume keywords

Insurance Operations ExperienceCredentialing and Compliance KnowledgeAttention to DetailMicrosoft Office Suite ProficiencyStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

CredentialingComplianceLicensingInsurance OperationsCarrier Appointment ProcessingNIPRSirconAgency Management SystemsPersonal Lines Insurance KnowledgeReporting and Auditing

Soft Skills

Organizational SkillsProblem-Solving AbilitiesAbility to Manage Multiple DeadlinesCollaborationFollow-Through

Certifications & Qualifications

Insurance License

Industry Keywords

State Insurance RegulationsE&O InsuranceBackground ChecksFranchise SupportAgency Operations

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

High school diploma or equivalent required
Associate’s or Bachelor’s degree in business, insurance, finance, or related field preferred
1–3 years of insurance operations, licensing, credentialing, compliance, or administrative experience preferred
Experience in personal lines insurance, agency operations, or carrier appointment processing preferred
Strong attention to detail and organizational skills
Knowledge of insurance licensing and carrier appointment processes
Familiarity with state insurance regulations and compliance requirements
Ability to manage multiple deadlines and priorities in a fast-paced environment
Strong written and verbal communication skills
Proficiency with Microsoft Office Suite and agency management systems
Strong problem-solving and follow-through abilities
Ability to work independently and collaboratively across departments
Experience with NIPR, Sircon, or state licensing systems preferred
Knowledge of personal lines insurance products and distribution models preferred
Experience supporting franchise or multi-location agency environments preferred
Insurance license preferred but not required
Ability to work standard business hours, with occasional overtime during peak onboarding periods

Benefits

Comp & perks

Comprehensive back-office services, marketing resources, and continuous learning and development are provided to agency owners (company offering)
Primarily office or remote work environment
Equal opportunity workplace committed to diversity, inclusion, and a discrimination- and harassment-free environment