Brightway Insurance · 1 month ago
Agency Onboarding Specialist (Remote)
United States
Full-time
Remote
New Grad, Entry Level
0+ years expBrightway Insurance is one of the fastest-growing insurance agency systems in the United States, supporting over 350 franchises. The Agency Onboarding Specialist will lead new Agency Owners through the onboarding process, ensuring they have all necessary information to successfully open their agency while providing exceptional customer service.
Insurance
Responsibilities
Ensures newly signed Agency Owners understand the Onboarding process and works closely with the Communications Team to keep all relevant documents up-to-date and accurate
Ensures Agency Owners follow the defined Onboarding process; introduces AAOs to various processes, procedures and vendors to use through the process to ensure on-time Agency opening
Uses objective Location criteria already developed to make decisions about Agency locations with general supervision
Manages ongoing workload effectively and efficiently, using strong organizational skills
Documents all work in Salesforce and is proficient in running reports to understand onboarding Agents’ status
Regularly checks email and other systems through which work is requested
Proactively makes outbound calls or sends emails with the purpose of clarifying information or gathering correct information
May conduct research in order to complete work
Fulfills requesters’ needs, ensuring satisfaction
Cultivates positive interpersonal relationships with Agency Owners and others
Proactively identifies process improvements that make the department more efficient and effective
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
Maintains process and procedure manual for the area
Listens to, and incorporates, feedback
Works as part of a team, ensuring work done is complementary and not duplicative or conflicting
Qualification
Required
High school degree or equivalent
0-2 years' experience in a related field
Proficient in Salesforce
Proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
Ability to perform work with a high degree of accuracy with an exceptional attention to detail
Superior customer service mindset: a desire and ability to deliver service that provides a high level of satisfaction
Excellent verbal and written communicator; must be able to convey ideas in a clear and concise manner
Above average 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
Benefits
Competitive salaries (based on research)
Paid Time Off
Medical/Dental/Life/Disability Insurance
401(k) plan with up to a 4% company-match
Tuition reimbursement (regardless of course of study)
Recognition for living our core values
Company
Brightway Insurance
Brightway Insurance has re-invented the way people shop for insurance.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-12-17Acquired
Leadership Team
Nick Clements
Chief Executive Officer
Shane Blazek
Chief Technology Officer
Recent News
Seattle TechFlash
2025-09-12
Seattle TechFlash
2025-09-01
Company data provided by crunchbase