[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.

Responsibilities

• Responsible for successful rewrite results
• Proactively engage and maintain relationships with clients through outbound calls to secure the rewrite of their existing policy to a preferred carrier partner
• Provide explanation of quotes to the customer
• Drive rewrite and retention efforts by educating clients on coverage options and benefits
• Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency
• Respond and follow up on emails, document requests and other correspondence
• Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction
• Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience
• Document interactions accurately in CRM and other systems
• Actively participate in training and continuous learning initiatives to stay updated on carriers and industry trends
• Collaborate with internal teams and external agents to improve service quality and operational effectiveness

Skills

• Must obtain a P&C (personal and commercial lines) insurance license prior to or within 60 days of employment
• Strong customer service mindset with a passion for delivering exceptional experiences
• Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
• High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment
• Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
• Analytical problem-solving skills with the ability to assess customer needs and present logical solutions
• Demonstrated ability to work both independently and as part of a team, contributing to shared goals
• Tech-savvy with a willingness to adopt and leverage new tools and processes
• High school diploma
• Existing P&C (personal and commercial lines) insurance license
• College degree
• 2-4 years of relevant sales experience in the insurance industry

Benefits

• Comprehensive back-office services
• Marketing resources
• Continuous learning and development
• Actively participate in training and continuous learning initiatives to stay updated on carriers and industry trends

Company Overview