Brightway Insurance · 15 hours ago
Carrier Project Coordinator
United States
Full-time
Remote
Entry, Mid Level
2+ years expBrightway Insurance is one of the fastest-growing insurance agency systems in the United States, supporting agency owners with comprehensive services. The Carrier Project Coordinator will manage project tasks related to carrier M&A activities and serve as a liaison between the company, agents, and carriers during a period of growth and transformation.
Property & Casualty InsuranceInsurance
Responsibilities
Own project management tasks and deliverables for carrier M&A activities including project management plan/calendar, master carrier tracker and process checklists
Process transfer of carrier appointments and codes for agents that are new to Brightway Insurance
Obtain policy lists and information from carriers and work with policy migration team to ensure all information and documents can be transferred to Brightway systems
Proactively make outbound calls and send emails with the purpose of clarifying information or gathering correct information from Carriers and/or Agent partners as needed
Manage inbound requests from internal and external partners and follow up tasks appropriately
Proactively identify issues/opportunities; troubleshoot issues and escalate complex issues to appropriate stakeholders and follow through on resolution
Learn and document carrier processes for book transfers and code migrations in order to ensure tasks are able to be replicated accurately
Hold training calls with new Agents to educate them on Appointment Process
Perform other related duties as assigned
Qualification
Required
Ability to perform work with a high degree of accuracy; exceptional attention to detail
Strong and proactive customer service mindset; a desire and ability to deliver service that provides a high level of satisfaction
Project management skills, must be able to understand business goals, create deadlines, and track milestones
Ability to understand carrier processes and operations
Strong communicator; must be able to convey ideas in a clear and concise manner to a variety of audiences (i.e. senior leadership, Agents, Carriers)
Strong independent judgment and decision making
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
Can demonstrate Brightway values of Smart, Accountable and Trustworthy
This position requires a high school diploma
Applicant should have 2-4 years' experience in a professional workplace, preferably with an insurance agency or carrier
Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
Preferred
Some college and/or pursuing professional development in insurance related areas preferred
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
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