[Remote] Bookroll Sales Representative

Note: The job is a remote job and is open to candidates in USA. Brightway Insurance is one of the fastest-growing insurance agency systems in the United States, seeking a Bookroll Sales Representative. The role involves engaging with existing customers to transition their insurance policies to preferred carriers, ensuring improved coverage and service experience.ResponsibilitiesResponsible for successful rewrite resultsProactively engage and maintain relationships with clients through outbound calls to secure the rewrite of their existing policy to a preferred carrier partnerProvide explanation of quotes to the customerDrive rewrite and retention efforts by educating clients on coverage options and benefitsProvide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiencyRespond and follow up on emails, document requests and other correspondenceImplement upsell and cross-sell opportunities to drive business growth while ensuring client satisfactionLeverage emerging technology to streamline workflows, improve efficiency, and enhance the client experienceDocument interactions accurately in CRM and other systemsActively participate in training and continuous learning initiatives to stay updated on carriers and industry trendsCollaborate with internal teams and external agents to improve service quality and operational effectivenessSkillsMust obtain a P&C (personal and commercial lines) insurance license prior to or within 60 days of employmentStrong customer service mindset with a passion for delivering exceptional experiencesAbility to learn and effectively use Brightway systems, CRM tools, and insurance platformsHigh level of accuracy, attention to detail, and ability to multitask in a fast-paced environmentExcellent verbal and written communication skills; ability to simplify complex insurance terms for customersAnalytical problem-solving skills with the ability to assess customer needs and present logical solutionsDemonstrated ability to work both independently and as part of a team, contributing to shared goalsTech-savvy with a willingness to adopt and leverage new tools and processesHigh school diplomaExisting P&C (personal and commercial lines) insurance licenseCollege degree2-4 years of relevant sales experience in the insurance industryBenefitsComprehensive back-office servicesMarketing resourcesContinuous learning and developmentActively participate in training and continuous learning initiatives to stay updated on carriers and industry trendsCompany OverviewBrightway Insurance has re-invented the way people shop for insurance. It was founded in 2003, and is headquartered in Jacksonville, Florida, USA, with a workforce of 1001-5000 employees. Its website is http://www.brightway.com.