Brightway Insurance

Insurance

• Conduct thorough consultations with clients to understand their insurance needs and provide personalized recommendations
• Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring overall satisfaction
• Achieve and exceed sales targets by proactively working existing leads and leveraging relationships
• Stay up to date on insurance products, industry trends, and regulatory changes to effectively communicate value propositions
• Cultivate strong, long-lasting relationships with clients, earning their trust as their go-to insurance advisor
• Ensure accurate and timely documentation of client interactions, policy details, and other relevant information

Insurance Agent

• Quote and sell insurance products to potential clients
• Build and maintain strong relationships with clients to ensure customer satisfaction
• Analyze clients' insurance needs and provide appropriate recommendations
• Explain policy details, coverage limits, and exclusions to clients
• Assist clients in completing insurance applications and necessary paperwork
• Process policy changes, endorsements, and claims accurately and efficiently
• Stay updated on industry trends, regulations, and changes in insurance policies
• Collaborate with underwriters to negotiate terms and conditions for policies

Producer

• Sell Auto, Home, Life, and Commercial Insurance using consultative sales techniques.
• Identify and engage potential customers through established lead-generation methods.
• Advise clients on tailored insurance solutions that meet their unique needs.
• Develop and maintain strong business relationships.
• Participate in incentive programs and sales contests to drive performance.
• Consistently exceed sales targets for new business quotes and policy issuance.

Insurance Sales Producer

Sales

• Sell Auto, Home, Life, and Commercial Insurance using consultative sales techniques
• Identify and engage potential customers through established lead-generation methods
• Advise clients on tailored insurance solutions that meet their unique needs
• Develop and maintain strong business relationships
• Participate in incentive programs and sales contests to drive performance
• Consistently exceed sales targets for new business quotes and policy issuance

Sales Agent

• Selling Property and Casualty Insurance using consultative sales techniques
• Identify and engage potential customers through established lead-generation methods
• Advise clients on tailored insurance solutions that meet their unique needs
• Develop and maintain strong business relationships
• Participate in incentive programs and sales contests to drive performance
• Consistently exceed sales targets for new business quotes and policy issuance

Licensed Sales Producer

Inside Sales

• Driving profitable written premium growth through high performing inside sales operations supporting agents
• Overseeing lead management, consultative sales support, and operational execution to maximize conversion and productivity
• Developing and executing inside sales strategy to drive quote volume, conversion rates, and premium growth
• Building predictable sales processes, playbooks, and performance expectations for the inside sales team
• Collaborating with cross-functional partners to strengthen lead generation and sales effectiveness
• Recruiting, developing, and leading high performing inside sales professionals
• Conducting regular coaching, training, and skill development focused on consultative selling
• Implementing performance management rhythms including KPIs and call quality assessments
• Overseeing daily inside sales operations including inbound support, outbound sales calls, and pipeline management
• Ensuring compliance with regulatory and service standards
• Partnering with Agency Owners to identify sales opportunities and barriers to conversion

Inside Sales Director

Product Manager

• Own the evolution of our Agent Quoting and Sales Management Platform
• Reimagine traditional insurance sales processes, driving adoption of technologies such as AI and CRM
• Collaborate closely with cross-functional teams, including agents and customer service
• Develop and maintain product roadmap prioritizing features based on user feedback and business objectives
• Gather, analyze, and incorporate feedback to inform product decisions and improve customer experience
• Present product updates and vision to stakeholders and leadership

• Driving profitable written premium growth through high-performing inside sales operations
• Overseeing lead management and consultative sales support
• Recruiting, developing, and leading high-performing inside sales professionals
• Ensuring compliance with regulatory, quality, and service standards
• Tracking and reporting on key sales metrics to senior leadership

• Define and communicate a clear product vision and strategy aligned with business goals and market opportunities
• Develop and maintain a comprehensive product roadmap, prioritizing features based on user feedback, market trends, and business objectives in line with iterative, agile development processes
• Lead the product development process, working with design, engineering and business stakeholders to define user stories, prioritize the backlog, and ensure timely delivery of product increments from ideation to launch
• Gather, analyze, and incorporate feedback and pain points to inform product decisions and continuously improve the end-to-end experience to maximize impact on the customer and the bottom line
• Work closely with Brightway leadership, engineering, UX, analytics and finance to ensure aligned business requirements, seamless product development and launch
• Define and track OKRs to measure product success and iterate based on data-driven insights
• Present product updates, progress, and vision to internal stakeholders, executive leadership and Brightway agents

• Market in the local community, realtors, business groups and build relationships
• Quote and sell insurance products to potential clients
• Build and maintain strong relationships with clients to ensure customer satisfaction
• Analyze clients' insurance needs and provide appropriate recommendations
• Explain policy details, coverage limits, and exclusions to clients
• Assist clients in completing insurance applications and necessary paperwork
• Process policy changes, endorsements, and claims accurately and efficiently
• Stay updated on industry trends, regulations, and changes in insurance policies
• Collaborate with underwriters to negotiate terms and conditions for policies

Brightway Insurance

Insurance Agent

Insurance Agent

Insurance Agent

Insurance Agent

Insurance Agent

Insurance Agent

Insurance Sales Producer

Sales Agent

Licensed Sales Producer

Inside Sales Director

Product Manager

Inside Sales Director

Product Manager

Property and Casualty Insurance Agent

Insurance Sales Agent