Commercial Lines Advisor jobs in United States
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Brightway Insurance · 11 hours ago

Commercial Lines Advisor

positionCharlotte, NC
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
date2+ years exp

Brightway Insurance is one of the largest privately-owned property/casualty insurance distribution companies in the U.S., focusing on supporting agency owners through various services. The Commercial Lines Advisor role involves providing customer service and business development support to maintain and strengthen relationships with agency owners and customers.

Insurance

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
Fulfills requesters’ needs, ensuring satisfaction
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

Qualification

PropertyCasualty licenseCommercial Lines Customer ServiceMicrosoft Office proficiencyCustomer service mindsetCommunicatorIndependent judgmentTeam player

Required

Bachelor's degree
2-5 years' experience in Commercial Lines Customer Service or a related field
Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
Property and Casualty license
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

Company

Brightway Insurance

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Brightway Insurance has re-invented the way people shop for insurance.
dateFounded in 2003
location
Jacksonville, Florida, USA
people-size1001-5000 employees
web-link
http://www.brightway.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-12-17Acquired

Leadership Team

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Nick Clements
Chief Executive Officer
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Shane Blazek
Chief Technology Officer
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Recent News

Seattle TechFlash
Insurance giant with Jacksonville roots keeps growing beyond Florida
2025-09-12
Brightway Insurance, Inc.
Brightway Insurance Acquires GlobalGreen Insurance, Creating a Leading Insurance Distribution Platform with Over $1.7 Billion of Annual Written Premium
2025-09-04
Seattle TechFlash
Brightway Insurance taps Fortune 500 veteran Kristen Ankerbrandt as new CFO amid national expansion
2025-09-01
Company data provided by crunchbase