[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 Brightway 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.