Agency Onboarding Specialist (Remote)

About Brightway Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation�s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets. About The Role As the Onboarding Specialist, you�ll play an instrumental role in getting our new Agency Owners off to a successful start with Brightway by leading them through a well-defined process of providing to us all of the information necessary for them to open their Brightway Agency. The ideal candidate is exceptionally organized and an above-average communicator who can lead others through a process to a successful conclusion. The candidate is also a quick study, understanding all areas of the company ensuring new Agency Owners� questions are answered accurately and quickly. Plays a key role as the �face/voice of Brightway� to internal and external customers. Participates as a member of the broader Agency Development team. Principal Duties And 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

Education Requirements The position requires a high school degree or equivalent and 0-2 years� experience in a related field. Must be proficient in Salesforce and Microsoft Office products (Word, Excel, Outlook, PowerPoint). Skills, Licenses, Certifications

• 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

Now is the time join Brightway. You can make your mark here. Contribute to our momentum by helping build our next gen tech ecosystem to help power our agency owners� success. Our culture is driven by our core values, appetite to grow and excitement to collaborate and see our hard work pay off. Team Members At Brightway Enjoy

• 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

Help us be the brighter way to do insurance! This is a remote role. Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.