North Carolina Farm Bureau Mutual Insurance jobs - 32 jobs
Customer Service Agent
Nc Farm Bureau 4.0
Nc Farm Bureau job in Durham, NC
Job DescriptionDo you love interacting with others, making connections, and helping people? Then you're an excellent fit for the customer service representative position at our company! You'll be responsible for responding to customer inquiries, mitigating service problems, and providing an exemplary customer experience. If this posting sounds like a job you'll love, we highly encourage you to apply.Compensation:
$37,000
Responsibilities:
Find patterns in customer complaints and bring them to the team for improvement
Resolve customer complaints in a friendly and timely manner to ensure high customer satisfaction
Refer to customer scripts when working through difficult situations and refer to a supervisor, if necessary
Provide thorough follow-ups to customer interactions, ensuring customer satisfaction
Maintain customer accounts and update with new account information as needed
Qualifications:
High school diploma, G.E.D. or equivalent
Previous work in a customer-facing position
Excellent active listening, interpersonal, and communication skills
About Company
At NC Farm Bureau Insurance, we believe insurance is more than a product, it's a service. That's what makes us different. That's why every customer gets a dedicated, local agent who will get to know you and your unique needs and be there for you if a loss occurs.
$37k yearly 27d ago
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Agency Customer Service Representative
North Carolina Farm Bureau Mutual Insurance Company, Inc. 4.0
North Carolina Farm Bureau Mutual Insurance Company, Inc. job in Raleigh, NC
About Us At North Carolina Farm Bureau Insurance, we take pride in our strong, community-oriented roots that began right here in North Carolina. In 1953, our company was born out of the need to provide insurance coverage to our farmers and rural communities. Now, with local offices in each of the 100 counties, we provide services to all North Carolinians across the state. Here at NCFB we are a familiar face in the community with a service oriented mindset that truly sets us apart. Guided by our mission, we are deeply committed to both our neighbors and employees. Helping you is what we do best! If you are passionate about making a meaningful impact and value a people-centered culture, we invite you to join us!
About the Role
An Agency CSR provides assistance to the Agency Force and occasionally Farm Bureau members for property and casualty business brokered to companies outside of NC Farm Bureau Mutual Insurance Company.
Education & Experience
Agent's property and casualty license will be required after hiring.
Required Skills and Abilities
Must have very good oral and written communication skills.
Strong organization skills.
Strong work ethic with the ability to deliver high quality results in a time-sensitive environment, as well as the ability to take initiative in a professional manner.
Pleasant and outgoing personality.
Ability to manage multiple tasks simultaneously.
Demonstrated working knowledge of the Microsoft Office applications including, but not limited to, Word, Outlook, and Excel.
Strong teamwork and collaborative skills, including excellent interpersonal skills and ability to work independently and with others.
Complete understanding or willingness to learn policies, procedures, principles, concepts, practices, and standards as they pertain to the Agency.
Location & Commitments
Full-time role based at our Corporate Office in Raleigh, NC 27612
Major Duties of Position
Respond to email communication and phone calls from the Agency Force regarding policy servicing needs.
Quote and bind coverage for various lines of property and casualty business.
Process applications for new business and renewals.
Account invoicing for new business, additional premiums and renewals.
Maintain current client documentation and records in the Agency Management System.
Distribute policies and various forms that are received during the policy period.
Issue certificates of insurance.
Forward claim notices to appropriate companies and assist in pertinent correspondence regarding claims.
Process renewal, cancellation and reinstatement documentation as required.
Verify membership status.
This document is intended to outline the essential responsibilities of the position, and does not limit the tasks that may be assigned or amended by the supervisor.
$28k-35k yearly est. 13d ago
Inside Sales Producer
Brightway Insurance 4.4
Charlotte, NC job
Job Description
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.
Scope
The Inside Sales Producer is responsible for driving new business growth and maintaining a profitable book of business for Brightway Insurance. This role is suited for an experienced sales professional with a strong understanding of insurance products, relationship-based selling, and territory development. The Producer partners closely with internal teams and carrier partners to generate new opportunities, retain clients, and support long-term business growth within Brightway's proven operating model.
As an Inside Sales Producer at Brightway you will...
Drive new business growth by converting warm leads from Brightway's existing book of business and through active prospecting efforts
Develop and manage a personal book of business with a focus on retention, cross-selling, and long-term relationship management
Build and maintain strong relationships with carrier partners to support production goals and market placement
Conduct proactive outbound sales activity through calls, emails, and follow-ups to promote Brightway's value proposition
Own the full sales cycle, from lead engagement through binding and ongoing account management
Collaborate with internal teams to ensure seamless onboarding, servicing, and renewal support for clients
Accurately document sales activity, pipeline updates, and follow-ups in CRM and tracking systems
Identify opportunities to improve sales processes, territory performance, and client experience
Represent Brightway professionally within the community and carrier network
What we are looking for:
Active P&C license
Demonstrated success in a sales or producer role, preferably within insurance or financial services
Strong ability to manage and grow a book of business independently
Excellent relationship-building and consultative selling skills
High level of accuracy, organization, and attention to detail
Strong time management skills with the ability to prioritize competing demands
Proficiency in Microsoft Office products and comfort using CRM and sales tracking systems
Excellent verbal and written communication skills
Sound judgment and decision-making abilities in a fast-paced sales environment
Ability to model Brightway values of being Smart, Accountable, and Trustworthy
Experience & Education:
Bachelor's degree preferred or equivalent professional experience
3-7+ years of experience in insurance sales, producing, or business development
Prior experience managing carrier relationships and/or territory-based sales is strongly preferred
This position is onsite in Charlotte, North Carolina.
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. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.
$91k-153k yearly est. 8d ago
Commercial Insurance Account Manager
The Insurance Center 4.2
Wilmington, NC job
Benefits:
401(k)
401(k) matching
Company parties
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Profit sharing
Training & development
Vision insurance
Commercial Insurance Account Manager
Get started or advance your insurance career. The Insurance Center is currently seeking a Commercial Lines Account Manager to work in our New Bern, Atlantic Beach or Wilmington, NC office. This is a client service role with significant advancement opportunities and pathways to sales and production.
Our Agency is looking for client-focused individuals, with high attention to detail, looking to advance within the Insurance Industry. We provide licensing classes, certifications and career development classes at no expense. We will equip you with the skills necessary to excel in the world of Insurance.
Employees are eligible for fully paid medical and dental insurance from Day-1 of employment, and our very competitive 401k match and profit sharing after 1-year.
We feel company culture and work/life balance are paramount to success and offer Paid Time Off, Paid Holidays, and Paid hours for Volunteering in the Community. Additionally we have monthly social hours, family/friends events, cook-outs, holiday parties, and a company kick-ball team.
The Insurance Center is a full-service, independent insurance agency offering personal lines, commercial lines, life and health insurance.
Requirements:
North Carolina Property and Casualty License or equivalent. (must be able to be attained within 90 days of hire)
Prior experience working within the Insurance Industry preferred.
Applied Epic knowledge preferred.
Strong customer service and communication skills.
Ability to build client relationships.
Effective time management skills, willingness to learn, and be coachable.
Proficient computer skills including MS Office, Excel, and Outlook.
Responsibilities:
Assisting clients with a variety of insurance applications and policies.
Issuing policies/binders, processing policy change requests, and processing payments.
Assisting clients with quotes, renewals, and re-writes.
Prepare Proof of Insurance and issuing Certificates of Insurance.
Build and maintain relationships with clients and teammates.
Provide support to Commercial Lines Producers.
Utilize the Agency Management System to document all activity performed and log insured and carrier correspondence.
Accept and process insured payments, respond to billing/cancellation inquiries and process cancellations.
Provide backup support, such as answering incoming calls, and other administrative work as needed.
Send documentation to insureds to obtain signatures (including eSignatures), in a timely fashion, and maintain in Agency Management System or within carrier systems.
Adhere to Agency Errors & Omissions guidelines.
Compensation and Benefits:
Starting pay at $48,000 /yr.
Pay based on experience.
Sales Commission and Bonuses available
Generous benefits package including:
FULLY PAID Health and Dental Insurance immediately upon hire.
401k with employer match
Paid time off (PTO) and Paid Holidays
Paid coursework, exam fees and continuing education for P&C Licensure.
Compensation: $48,000.00 - $78,000.00 per year
Founded in 1926, The Insurance Center began with CD Lancaster selling insurance from the Elks Building in New Bern, NC. In 1983, his son Claude and Rufus McAden merged with the Rexford Willis Agency to form Lancaster McAden, Willis Smith Company - The Insurance Center.
Today the agency has grown into full-service insurance agency with over 45 employees and multiple branches. The Insurance Center services clients across the South East and specializes in personal, business and hospitality insurance.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
$48k-78k yearly Auto-Apply 60d+ ago
Subrogation Claims Adjuster
North Carolina Farm Bureau Mutual Insurance Company, Inc. 4.0
North Carolina Farm Bureau Mutual Insurance Company, Inc. job in Raleigh, NC or remote
About Us At North Carolina Farm Bureau Insurance, we take pride in our strong, community-oriented roots that began right here in North Carolina. In 1953, our company was born out of the need to provide insurance coverage to our farmers and rural communities. Now, with local offices in each of the 100 counties, we provide services to all North Carolinians across the state. Here at NCFB we are a familiar face in the community with a service oriented mindset that truly sets us apart. Guided by our mission, we are deeply committed to both our neighbors and employees. Helping you is what we do best! If you are passionate about making a meaningful impact and value a people-centered culture, we invite you to join us!
About the Role
Reports to the Subrogation Manager. The Subrogation Claims Adjuster is responsible for reviewing claim files for potential recovery of funds from responsible parties and facilitates the recovery process via subrogation or arbitration. The position will assist the Subrogation Manager in the daily operation of the Subrogation Unit to maximize recovery.
Education and Experience
A bachelor's degree or comparable work experience is preferred.
Ability to conduct business in a professional manner by telephone, written communication or in person.
Dependable, responsible person able to work independently and exercise discretion and good judgment in claims decisions and negotiations.
Direct claim handling experience involving the investigation of liability and damages.
Arbitration panel experience preferred.
Maintain CE in compliance with N.C. Department of Insurance and N.C. Farm Bureau Mutual Insurance Company requirements.
Required Skills and Abilities
Organizational and time-management skills.
Negotiation skills.
Argumentative writing skills with proper supporting documentation.
Ability to review files thoroughly and accurately for subrogation submissions.
The ability to work with a team and independently when needed.
Eagerness for continual learning in a constantly evolving environment.
Location and Commitments
This position must report to the subrogation office in Raleigh at Interlock Glenwood located at 5171 Glenwood Ave. Raleigh, NC 27612.
Full time, inside role. The company's office and work from home option is available with satisfactory performance of duties.
Expected to reside in Wake County or in close proximity to it.
Responsibilities of the Role
Review files for recovery potential and clearly document recovery efforts in the file
.
File Applicant Subrogation cases through E-Subro Hub and proceed to file Arbitration as needed maintaining file management to conclusion.
Respond to Arbitration claims in defense of NCFB in a timely manner.
Review uninsured motorist claim subrogation referrals for potential recovery and assign to third party collection agencies as needed.
Monitor repayment agreements from uninsured motorists and send timely reminders when payments are due.
Process payments received documenting the file and Tracker accordingly.
Perform other duties as assigned by the Corporate Region Claims Manager or the Subrogation Manager
Receive incoming telephone calls, handle inquires as appropriate.
Entry and update of information into the collection database.
Must become a member of the Arbitration Panel.
This document is intended to outline the essential responsibilities of the position, and does not limit the tasks that may be assigned or amended by the supervisor.
$40k-48k yearly est. 45d ago
Automation Analyst
North Carolina Farm Bureau Mutual Insurance Company, Inc. 4.0
North Carolina Farm Bureau Mutual Insurance Company, Inc. job in Raleigh, NC
About Us At North Carolina Farm Bureau Insurance, we take pride in our strong, community-oriented roots that began right here in North Carolina. In 1953, our company was born out of the need to provide insurance coverage to our farmers and rural communities. Now, with local offices in each of the 100 counties, we provide services to all North Carolinians across the state. Here at NCFB we are a familiar face in the community with a service oriented mindset that truly sets us apart. Guided by our mission, we are deeply committed to both our neighbors and employees. Helping you is what we do best! If you are passionate about making a meaningful impact and value a people-centered culture, we invite you to join us!
About the Role
Join our team to gain exposure to various business processes and opportunities for professional growth in the insurance industry. As an Automation Analyst, you will ensure the quality and reliability of software for internal and external users. Your responsibilities include providing quality assurance, collaborating with business analysts and developers, defining testing requirements, leading testing initiatives, and maintaining automated testing frameworks. You will also manage defects and work across departments to analyze, develop, and execute testing for new and enhanced corporate systems.
Education and Experience
Preference given to applicants with prior experience using automated testing software.
Preference given to applicants with extended education and/or training.
Required Skills and Abilities
Possess strong written, verbal and interpersonal skills.
Ability to work in a fast-paced and multi-functional role .
Must be able to work independently, as well as collaborate with others in various departments throughout the company.
Ability to organize and prioritize your workload to demonstrate effective time management towards meeting deadlines.
Capacity to absorb extensive on-the-job training.
Familiarity with NCFB systems and workflows is an advantage, but not required.
Location and Commitments
Full-time role based at our Corporate Office in Raleigh, NC 27612
40 hours per week
Responsibilities of the Role
Participate in requirements gathering, providing feedback on testability and feasibility of automation.
Proficiently review and comprehend requirements, specifications, and technical design documents.
Design, develop, and execute comprehensive and well-structured test strategies, plans, cases, and automation scripts.
Design, develop, test, and execute manual and automated testing frameworks and scripts on new and existent software.
Learn Azure DevOps to manage, test and track projects.
Communicate with team members or developers as necessary to determine causes of poor functionality.
Perform system, functionality, and regression testing.
Report project status to Lead Tester or Project Manager.
Basic understanding of or willingness to learn SQL databases.
Maintain updated knowledge of industry trends and advancements in software testing, test automation, and the software development lifecycle.
This document is intended to outline the essential responsibilities of the position, and does not limit the tasks that may be assigned or amended by the supervisor.
$58k-72k yearly est. 15d ago
Client Relationship Specialist
Brightway 4.4
Charlotte, NC job
About Brightway Established in 2008 Brightway has grown to become one of the largest privately owned propertycasualty insurance distribution companies in the US with more than 350 agencies in 38 states and more than 14 billion in annual premiums Brightway is a purpose and core value driven organization We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customer service and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction Job Responsibilities Client Interaction & Support Manage inbound requests via phone email and other communication channels ensuring timely and effective resolutions Provide exceptional service by addressing inquiries processing requests and resolving concerns with professionalism and efficiency Documents interactions accurately in CRM and other systems Sales & Retention Proactively engage and maintain relationships with clients through outbound calls to offer additional products policy reviews and solutions tailored to their needs Implement upsell and cross sell opportunities to drive business growth while ensuring client satisfaction Drive policy renewals and retention efforts by educating clients on coverage options and benefits Process Improvement & Collaboration Leverage emerging technology to streamline workflows improve efficiency and enhance the client experience Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies Collaborate with internal teams and external agents to improve service quality and operational effectiveness Skills Licenses Certifications Must obtain a personal lines insurance license 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 Education and Experience This position requires a bachelors degree and 2 4 years experience in a customer service or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Charlotte North Carolina 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 We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve
$36k-58k yearly est. 2d ago
Financial Strategy Associate
Brightway Insurance 4.4
Charlotte, NC job
About Brightway
Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.
Scope
As a Financial Strategy Associate, you will play a crucial role in supporting the financial strategy of the organization. You will be responsible for analyzing financial data, creating detailed financial models, and evaluating investment opportunities to provide actionable insights to executive leadership.
Job Responsibilities
Financial Modeling: Develop and maintain complex financial models to forecast business performance and evaluate investment cases.
Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts, ensuring accuracy and alignment with strategic goals.
Variance Analysis: Analyze variances between actual results and forecasts/budgets, providing explanations and insights to management.
Investment Evaluation: Assess new and existing projects, investments, and assets to determine their financial viability and potential return on investment.
Reporting: Prepare and present detailed financial reports and dashboards to senior management, highlighting key metrics and trends.
Market Analysis: Conduct competitor analysis and market research to inform strategic decisions and identify growth opportunities.
Collaboration: Work closely with senior business leaders to gather data, identify business needs, and provide financial guidance
Qualifications
Strong proficiency in financial modeling and Excel.
Excellent analytical and problem-solving abilities.
Ability to interpret complex financial data and provide actionable insights.
Strong communication and presentation skills.
Attention to detail and high level of accuracy.
Personal Attributes:
Proactive: Takes initiative to identify and solve problems.
Detail-Oriented: Pays close attention to detail, ensuring accuracy in all work.
Collaborative: Works well with others and values teamwork.
Adaptable: Able to thrive in a fast-paced, dynamic environment.
Education and Experience
Education: Bachelor's degree in Finance, Economics, or a related field.
Experience: 2+ years of experience in Corporate Finance or Strategy, Investment Banking, or a related field.
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. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.
$54k-79k yearly est. 60d+ ago
Business Development Associate
Brightway Insurance 4.4
Charlotte, NC job
Job Description
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.
Scope
Brightway Insurance's dynamic 6 to 12-month program is designed to cultivate business professionals into future industry leaders. Through comprehensive training and mentorship in product knowledge, sales techniques, and business operations, you'll gain the skills needed to excel. Tailored to your progression, the program offers a phased approach with specific milestones and support structures, ensuring your success in this stable yet dynamic industry. Embark on a journey from onboarding and education to hands-on experience with the possibility of ownership of a thriving business, all within a supportive and growth-oriented environment.
As a Business Development Associate at Brightway you will...
Gain a deep understanding of Brightway's business model and proven operational practices
Engage with warm leads from Brightway's existing book of business to generate new opportunities
Develop new carrier leads through prospecting and lead development
Maintain a book of business, focusing on territory development and relationship retention.
Conduct proactive outreach via calls and emails to promote Brightway's value proposition
Under general supervision, focus on sales, leads, retention, customer service and community of Brightway with our carriers
Efficiently organize and prioritize daily tasks using calendars, checklists, and planning tools
Maintain consistent and professional communication through email and internal systems
Identify and recommend opportunities to improve processes and enhance sales performance
Accurately document all activities and follow-ups in tracking systems
Collaborate with team members to support seamless operations and shared goals
What we are looking for:
Ability to obtain Personal Lines licensure within 2 months
Ability to perform work with a high degree of accuracy, exceptional attention to detail
Superior customer service mindset: a desire and ability to deliver service that provides a high level of satisfaction
Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
Superior interpersonal skills
Excellent verbal and written communicator; must be able to convey ideas in a clear and concise manner
Excellent independent judgment and decision making
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
Can demonstrate Brightway values of Smart, Accountable and Trustworthy
This position requires a bachelor's degree and 0-3 years' experience in a customer service or sales environment
Education or experience focused in insurance, risk management or entrepreneurship is preferred, but not required.
Program Details:
The program duration ranges from 6 to 12 months, depending on the employee's progression and the nature of the role they transition into upon program completion.
Program Graduation Career Paths:
Join Brightway's Client Engagement Center to support and service customers
Contribute as a producing agent at a Brightway franchise location
Launch your own Brightway Agency in a mutually agreed-upon city and state, contingent upon meeting established production metrics
This position is onsite in Charlotte, North Carolina.
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. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.
$52k-80k yearly est. 22d ago
Marketing Information Development Analyst
North Carolina Farm Bureau Mutual Insurance Company, Inc. 4.0
North Carolina Farm Bureau Mutual Insurance Company, Inc. job in Raleigh, NC
About Us At North Carolina Farm Bureau Insurance, we take pride in our strong, community-oriented roots that began right here in North Carolina. In 1953, our company was born out of the need to provide insurance coverage to our farmers and rural communities. Now, with local offices in each of the 100 counties, we provide services to all North Carolinians across the state. Here at NCFB we are a familiar face in the community with a service oriented mindset that truly sets us apart. Guided by our mission, we are deeply committed to both our neighbors and employees. Helping you is what we do best! If you are passionate about making a meaningful impact and value a people-centered culture, we invite you to join us!
About the Role
Are you a tech-savvy analytical thinker who thrives at the intersection of marketing and information systems? We are seeking a dynamic individual to serve as a vital bridge between our Marketing and Information Systems (IS) departments. Work with the senior Marketing management team and Information Systems on analyzing current Marketing systems ecosystem, developing strategic technology and systems roadmap. Develop and coordinate user-oriented testing and implementation of modified and/or new computer systems/applications or processes. Serve as a liaison between the Marketing Department and other departments, especially the Information Systems (IS) Department, by providing an advanced technological and communicative bridge between Marketing business objectives/requirements. If you are ready to shape our technological future, we invite you to apply.
Education & Experience
Bachelor's degree in Computer Information Systems, Business, Mathematics or related field.
Three (3) years related experience and/or training.
Applicants with equivalent combination of education and experience will also be considered.
Required Skills and Abilities
Proficiency in use of Microsoft Office applications especially excel and querying tools. Proficiency in SQL.
Proven knowledge of programming concepts and/or languages.
Strong written and verbal communication skills are essential.
Demonstrated strong logically and analytical capability.
Strong teamwork and collaborative skills, including excellent interpersonal skills and demonstrated ability to work successfully, independently, and as a team with people.
Ability to build consensus and establish strong working relationships with personnel at all levels of the organization.
Location & Commitments
Full-time role based at our Corporate Office in Raleigh, NC 27612
Major Duties of Position
Systems Analysis & Strategy
: Collaborate with the Marketing and Information Systems departments to analyze current system functionality and processes, document workflows, and develop a strategic roadmap for streamlining the system environment and achieving desired future states.
Project Leadership & Implementation
: Participate in projects to assess and replace existing systems as outlined in the roadmap. Responsibilities include requirements gathering, technical research, solution selection, implementation, testing, and validation of new systems.
Requirements Evaluation
: Evaluate marketing requirements for new or modified systems/applications to determine feasibility, compatibility with existing infrastructure, and project prioritization.
Testing & Quality Assurance
: Develop comprehensive testing strategies and plans, including detailed project task lists, to validate new or modified systems against marketing objectives and resolve any discrepancies before implementation.
Post-Implementation Monitoring
: Monitor new or modified systems post-implementation and suggest future potential enhancements.
System Troubleshooting & Support
: Troubleshoot Marketing systems/applications (including, but not limited to, the Agency Commission System, Bonus System, In-Force System, and Ranking System), recommending and assisting with implementation of solutions.
Documentation & Training
: Write documentation for new or modified systems/applications and/or business processes.
Project Management
: Effectively manage projects as a business project lead, working with both internal departments and external vendors/contractors.
Reporting & Analytics
: Conduct research and investigation to produce various ad hoc reports and presentations utilizing tools like Microsoft Office, Adobe software, web development software, and querying tools to enable strategic decision-making by management.
Continuous Improvement
: Stay abreast of marketing trends to continuously improve and maximize the Marketing Department's utilization of computer technology.
Process Improvement
: Identify established marketing business procedures and recommend future business and computer system/application objectives.
Stakeholder Communication
: Regularly communicate project progress, implementation status, and potential issues/problems to Marketing management.
This document is intended to outline the essential responsibilities of the position, and does not limit the tasks that may be assigned or amended by the supervisor.
$78k-101k yearly est. 13d ago
Senior FP&A Analyst
Brightway 4.4
Charlotte, NC job
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
13
billion
in
annual
premiums
we
rank
among
the
nations
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 youll 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 Job Responsibilities Budgeting and Forecasting Assist in the preparation of annual budgets and periodic forecasts ensuring accuracy and alignment with strategic goals Financial Modeling Develop and maintain complex financial models to support budgeting forecasting and evaluation of financial performance Scenario Analysis Build and maintain detailed financial models to support scenario planning and strategic decision making Variance Analysis Analyze variances between actual results and forecastsbudgets providing explanations and actionable insights to management Investment Evaluation Assess new and existing projects investments and assets to determine their financial viability and potential return on investment Reporting Prepare and present detailed financial reports and dashboards to senior management highlighting key metrics and trends Process Improvement Enhance FP&A processes tools and reporting capabilities to support scalability in a high growth environment Collaboration Work closely with senior business leaders to gather data identify business needs and provide financial guidance Strategic Partnership Serve as a trusted advisor to leadership and cross functional groups translating financial insights into actionable strategies Technical Skills Licenses Certifications Familiarity with financial statements and basic accounting principles Budgeting forecasting and variance analysis Financial modeling Data Analysis ability to interpret datasets and identify trends Advanced Excel complex modeling pivot tables etc PowerPoint proficiency Board level and C suite reporting Bonus ERP & Reporting Tools SAP Oracle NetSuite or similar Bonus BI Tools Power BI Tableau for visualization Soft Skills Detail oriented & analytical Ability to dig into numbers and explain variances Business partnering Comfortable working cross functionally with operations technology marketing business teams and leadership Communication Strong presentation skills for communicating financial analysis in a clear impactful manner both to leadership and cross functionally Adaptability and flexibility Thrives in a fast paced evolving environment Problem solving Ability to identify issues and propose actionable solutions Ability to take direction and then work independently and manage deadlines with moderate supervision Ability to work in a dynamic team environment; comfortable with changingscaling processes Education and Experience Bachelors degree in Finance Accounting Economics Business or a related field with strong academic performance in quantitative courses 25 years in FP&A or corporate finance ideally with exposure to o Budgeting forecasting variance analysis o Strategic planning and board level reporting Bonus Experience in Banking or Insurance This position is onsite in Charlotte North Carolina 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
$70k-94k yearly est. 13d ago
Office Coordinator
Brightway Insurance 4.4
Charlotte, NC job
Job Description
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.
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Job Summary:
The Office Coordinator serves as the face and voice of Brightway Insurance, providing a warm and professional first impression to visitors. This role supports office operations and essential administrative tasks, ensuring smooth office coordination and contributing to a positive experience for both internal and external stakeholders.
Key Responsibilities:
· Greet and check in visitors; issue badges and maintain visitor logs
· Provide local administrative support to the CEO and Head of Network
· Reserve meeting rooms and support event logistics as needed
· Manage incoming/outgoing packages
· Ensure office remain clean, welcoming, and organized
· Provide administrative support to other team members when required
· Pro-actively order office supplies and ensure supplies are available for office use
Qualifications & Experience:
· High school diploma or equivalent required
· 1-3 years of experience in customer service or clerical roles preferred
· Proficient in general office software (Microsoft Word, Outlook, etc.)
· Friendly, reliable, and service-oriented with strong communication skills
· Ability to handle multiple tasks in a fast-paced setting
· Punctual, professional, and attentive to detail
This position is onsite in Charlotte, North Carolina.
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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.
$33k-40k yearly est. 7d ago
Claims Assistant
North Carolina Farm Bureau Mutual Insurance Company, Inc. 4.0
North Carolina Farm Bureau Mutual Insurance Company, Inc. job in Wilmington, NC
About Us At North Carolina Farm Bureau Insurance, we take pride in our strong, community-oriented roots that began right here in North Carolina. In 1953, our company was born out of the need to provide insurance coverage to our farmers and rural communities. Now, with local offices in each of the 100 counties, we provide services to all North Carolinians across the state. Here at NCFB we are a familiar face in the community with a service oriented mindset that truly sets us apart. Guided by our mission, we are deeply committed to both our neighbors and employees. Helping you is what we do best! If you are passionate about making a meaningful impact and value a people-centered culture, we invite you to join us!
About The Role
Our Claims Department provides outstanding individuals with the opportunity for an exciting and rewarding career. Resolving claims combines the excitement of investigations with the reward of helping people through difficult times.
As a Claims Assistant, you will play a crucial role in the efficiency of claims processing, managing administrative tasks, and maintaining claims files. You will support managers, examiners, and adjusters, ensuring smooth daily operations.
Education and Experience
High School diploma or equivalent preferred.
Preference given to applicants with extended education and/or training.
Preference will be given to candidates with relevant business experience.
Required Skills and Abilities
Present a professional and personable attitude and communicate effectively in stressful situations.
Possess strong written, verbal, and interpersonal communication skills.
Possess strong organizational skills and attention to detail.
Proficiency with computer operation and software, including Microsoft Office.
Must be reliable and capable of working independently as well with others.
Location and Commitments
Full-time office role.
Reports
to our Wilmington District Claims Office: 2704 Exchange Dr, Wilmington NC 28405
All offers are contingent on a Background Check.
Responsibilities of the Role
Customer Service Duties:
Manage in-person client interactions, respond to emails, and provide telephone support.
Ensure that all calls and messages are routed to the appropriate team members.
Monitor the office email inbox for inquiries and requests.
Complete system entries and corrections that include financials, assignments, stop payments, loss reports, and additional tasks.
Support adjusters by providing instructions to insured individuals and claimants, ordering appraisals, and generating standard forms and letters, as needed or requested.
Mail and Document Processing:
Retrieve, process, and prepare mail received from various sources, including USPS, couriers, and electronic formats, for input and distribution.
Input documents into claim files through scanning, uploading, and other necessary tasks.
Route mail and index/task documents to their intended recipients while recognizing and prioritizing time-sensitive information and original documents.
Organize, store, and purge both paper and electronic documents/information according to established guidelines.
Perform general office duties including ordering supplies and maintaining and handling service calls for assigned office equipment.
Assist the Manager and Examiner in daily claims operations and cross train as needed.
This document is intended to outline the essential responsibilities of the position, and does not limit the tasks that may be assigned or amended by the supervisor.
$33k-37k yearly est. 23d ago
Insurance Sales Representative
Brightway Insurance 4.4
Belmont, NC job
Job Description
Advance your career with Brightway Insurance, one of the largest and fastest-growing independent personal lines insurance agencies in the U.S. We offer access to more markets than other agencies, allowing our agents to provide customized insurance solutions tailored to each client's unique needs-at a price they can afford.
We are expanding and looking for motivated insurance professionals or individuals with a proven track record of success who are eager to build a rewarding career. At Brightway, we invest in your success with industry-leading sales training, lead generation support, and mentorship from top-performing agents.
As a Brightway Insurance Sales Representative, you'll focus on developing client relationships within your community and offering a full suite of insurance products, including Auto, Home, Commercial, and Life Insurance. Our streamlined operations allow you to maximize your sales efforts without being weighed down by administrative tasks.
Key Responsibilities:
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.
Qualifications:
Experience in a fast-paced sales environment preferred.
High school diploma required.
Strong communication and interpersonal skills.
Persuasive negotiation abilities.
Excellent organizational and time-management skills to thrive in a dynamic, semi-autonomous environment.
Analytical skills to understand coverage details and underwriting guidelines.
If you're ambitious, driven, and ready to grow in a thriving industry, join Brightway Insurance and take the next step in your career!
$33k-51k yearly est. 3d ago
Field Adjuster
North Carolina Farm Bureau Mutual Insurance Company, Inc. 4.0
North Carolina Farm Bureau Mutual Insurance Company, Inc. job in Greensboro, NC
About Us At North Carolina Farm Bureau Insurance, we take pride in our strong, community-oriented roots that began right here in North Carolina. In 1953, our company was born out of the need to provide insurance coverage to our farmers and rural communities. Now, with local offices in each of the 100 counties, we provide services to all North Carolinians across the state. Here at NCFB we are a familiar face in the community with a service oriented mindset that truly sets us apart. Guided by our mission, we are deeply committed to both our neighbors and employees. Helping you is what we do best! If you are passionate about making a meaningful impact and value a people-centered culture, we invite you to join us!
About the Role
Our Claims Department provides outstanding individuals with the opportunity for an exciting and rewarding career. Resolving claims combines the excitement of investigations with the reward of helping people through difficult times.
We are seeking motivated and proactive individuals to join our team. As a Field Adjuster, you will work directly with policyholders, claimants, and other involved parties to investigate, evaluate, and negotiate settlements of property and casualty insurance claims.
Education and Experience
Associate's degree or above preferred.
Preference given to applicants with extended education and/or training.
Mechanical and construction aptitude or ability preferred.
Required Skills and Abilities
Present a professional and personable attitude and communicate effectively in stressful situations.
Demonstrate exceptional mental resilience and possess strong conflict management skills.
Possess strong written, verbal, and interpersonal communication skills.
Ability to organize and prioritize your workload to demonstrate effective time management towards meeting deadlines.
Demonstrate the strong ability to make decisions and problem solve using logical and analytical skills.
Must be reliable and capable of working independently as well with others.
Location and Commitments
Full-time field role serving:
Caswell County
.
Reports to
our Greensboro 2 District Claims Office: 420 Gallimore Dairy Road, Greensboro NC, 27409
Must obtain and maintain licensing CE in compliance with N.C. Department of Insurance and N.C. Farm Bureau Mutual Insurance Company requirements.
Must be able to extend and climb a ladder and maneuver within a crawl space. Must also have the ability to lift 35lbs. on a regular basis.
All offers are contingent on a Background Check.
Responsibilities of the Role
Provide prompt, timely, and professional communication for insureds and claimants.
Inspect damaged property to assess the extent of loss.
Appraise and determine covered damages using provided resources.
Investigate losses, verify coverage, and apply policy coverage.
Determine legal liability for losses and damages.
Authorize or deny claim payments based on policy guidelines.
Evaluate and establish reserves for the possible payout amounts.
Adhere to company policies, procedures, and regulatory guidelines.
Maintain current, accurate, and detailed documentation throughout the claims process.
Ensure the protection and proper maintenance of all company equipment assigned to you.
Participate in industry-related conferences and training programs. *Certain training programs are located at the Corporate Office in Raleigh, NC.
This document is intended to outline the essential responsibilities of the position, and does not limit the tasks that may be assigned or amended by the supervisor.
$48k-66k yearly est. 5d ago
Commercial Lines Account Manager
Alliance Insurance Services 4.6
Winston-Salem, NC job
Job Description
The Commercial Lines Account Manager is responsible for delivering exceptional service to our business clients while supporting producers and underwriters with account management, policy servicing, and renewal preparation. This role involves hands-on insurance knowledge, strong communication skills, and the ability to manage multiple commercial accounts efficiently. It is a proactive and independent position.
This is an in-office position and can be based out of any of our Alliance Insurance locations: Winston Salem, Clemmons, Mount Airy, Walnut Cove, or Pilot Mountain. The Commercial Lines Account Manager will work closely with a team of licensed professionals and collaborate with a wide range of carriers in the independent agency system.
Work Environment:
Monday through Friday, 8:30 AM to 5:00 PM
In-office position with potential for occasional travel to other nearby office locations
Team-oriented and client-focused environment
Benefits
Annual Base Salary + Bonus Opportunities
Group Health Insurance: 100% company-paid for employee (eligibility begins the 1st of the month after 90 days)
401(k) plan with 3% safe harbor match (eligibility begins the 1st of the month after 12 months)
Dental and Vision Insurance
Paid Time Off (PTO)
Company-paid holidays: New Years Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day after Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday
Group Long-Term Disability Insurance: 100% company-paid for employee (eligibility begins the 1st of the month after 12 months)
Weekly pay
Workers' Compensation
Career growth opportunities
Work-life balance
Ongoing training seminars
Team meetings and hands-on training
Bereavement leave
Jury duty leave
Responsibilities
Primary Duties/Responsibilities:
Manage a book of commercial lines accounts, ensuring all service needs are met
Process endorsements, certificates, audits, cancellations, and policy changes
Support producers with new business quoting and proposal preparation
Coordinate renewal processes, including applications, quotes, and client communications
Serve as a liaison between clients and carriers
Review policy documents for accuracy and completeness
Identify cross-sell opportunities and refer leads to producers
Maintain accurate and organized client files and documentation
Supervisory Responsibilities: No
Requirements
Required Knowledge/Skills/Abilities:
Knowledge of commercial lines products including property, liability, auto, and workers' compensation
Strong organizational and time management skills
Ability to build relationships with carriers and clients
Proficiency with Microsoft Office Suite and insurance management systems
Excellent verbal and written communication skills
High attention to detail and accuracy
Positive, team-oriented attitude
Education and Experience:
Bachelor's Degree preferred
Active North Carolina Property & Casualty license required
5+ years of commercial insurance experience
Designations such as CISR, CIC, or CRM are a plus
$37k-46k yearly est. 9d ago
Client Relationship Specialist
Brightway Insurance 4.4
Charlotte, NC job
About Brightway Established in 2008, Brightway has grown to become one of the largest privately-owned property/casualty insurance distribution companies in the U.S. with more than 350 agencies in 38 states and more than $1.4 billion in annual premiums. Brightway is a purpose and core value-driven organization. We provide a blueprint for a future-proofed life. Through our successful model, agency owners focus on protecting their clients' most important assets through consultation, curated choice, and confidence. While Brightway focuses on our agency owners through back office, marketing support, and constant learning and development. Additionally, Brightway builds, integrates, and launches best-in-class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success.
Scope
The Engagement Center ensures that Brightway clients receive exceptional service. This position provides a broad range of insurance-related customer service and business development support, by cultivating, maintaining, and enhancing an organization's relationships with its clients & Agency Owners. This role contributes to Brightway's retention, and community-building efforts with carriers, ensuring seamless service delivery. This individual will play a pivotal role in ensuring that clients feel valued and understood, which is crucial to fostering long-term loyalty and satisfaction.
Job Responsibilities
Client Interaction & Support:
Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions.
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency.
Documents interactions accurately in CRM and other systems.
Sales & Retention:
Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs.
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction.
Drive policy renewals and retention efforts by educating clients on coverage options and benefits.
Process Improvement & Collaboration:
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience.
Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies.
Collaborate with internal teams and external agents to improve service quality and operational effectiveness.
Skills, Licenses, Certifications
Must obtain a personal lines insurance license 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.
Education and Experience
This position requires a bachelor's degree and 2-4 years' experience in a customer service or sales environment. Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required.
This position is onsite in Charlotte, North Carolina.
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. We are dedicated to ensuring that our hiring, promotion, and training practices reflect this commitment. We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve.
$36k-58k yearly est. 2d ago
Senior FP&A Analyst
Brightway Insurance 4.4
Charlotte, NC job
Job Description
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.
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Job Responsibilities
· Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts, ensuring accuracy and alignment with strategic goals
· Financial Modeling: Develop and maintain complex financial models to support budgeting, forecasting, and evaluation of financial performance
· Scenario Analysis: Build and maintain detailed financial models to support scenario planning and strategic decision-making.
· Variance Analysis: Analyze variances between actual results and forecasts/budgets, providing explanations and actionable insights to management.
· Investment Evaluation: Assess new and existing projects, investments, and assets to determine their financial viability and potential return on investment.
· Reporting: Prepare and present detailed financial reports and dashboards to senior management, highlighting key metrics and trends.
· Process Improvement: Enhance FP&A processes, tools, and reporting capabilities to support scalability in a high-growth environment.
· Collaboration: Work closely with senior business leaders to gather data, identify business needs, and provide financial guidance
· Strategic Partnership: Serve as a trusted advisor to leadership and cross-functional groups, translating financial insights into actionable strategies
Technical Skills, Licenses, Certifications
· Familiarity with financial statements and basic accounting principles.
· Budgeting, forecasting, and variance analysis.
· Financial modeling
· Data Analysis: ability to interpret datasets and identify trends.
· Advanced Excel (complex modeling, pivot tables, etc.)
· PowerPoint proficiency
· Board level and C-suite reporting
· Bonus - ERP & Reporting Tools: SAP, Oracle, NetSuite, or similar
· Bonus - BI Tools: Power BI, Tableau for visualization
Soft Skills
· Detail-oriented & analytical: Ability to dig into numbers and explain variances.
· Business partnering: Comfortable working cross-functionally with operations, technology, marketing, business teams and leadership
· Communication: Strong presentation skills for communicating financial analysis in a clear, impactful manner both to leadership and cross-functionally
· Adaptability and flexibility: Thrives in a fast-paced, evolving environment
· Problem-solving: Ability to identify issues and propose actionable solutions
· Ability to take direction and then work independently and manage deadlines with moderate supervision.
· Ability to work in a dynamic team environment; comfortable with changing/scaling processes
Education and Experience
· Bachelor's degree in Finance, Accounting, Economics, Business, or a related field with strong academic performance in quantitative courses.
· 2-5 years in FP&A or corporate finance, ideally with exposure to:
o Budgeting, forecasting, variance analysis
o Strategic planning and board-level reporting
· Bonus- Experience in Banking or Insurance
This position is onsite in Charlotte, North Carolina.
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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.
$70k-94k yearly est. 6d ago
Office Coordinator
Brightway Insurance 4.4
Charlotte, NC job
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.
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Job Summary:
The Office Coordinator serves as the face and voice of Brightway Insurance, providing a warm and professional first impression to visitors. This role supports office operations and essential administrative tasks, ensuring smooth office coordination and contributing to a positive experience for both internal and external stakeholders.
Key Responsibilities:
Greet and check in visitors; issue badges and maintain visitor logs
Provide local administrative support to the CEO and Head of Network
Reserve meeting rooms and support event logistics as needed
Manage incoming/outgoing packages
Ensure office remain clean, welcoming, and organized
Provide administrative support to other team members when required
Pro-actively order office supplies and ensure supplies are available for office use
Qualifications & Experience:
High school diploma or equivalent required
1-3 years of experience in customer service or clerical roles preferred
Proficient in general office software (Microsoft Word, Outlook, etc.)
Friendly, reliable, and service-oriented with strong communication skills
Ability to handle multiple tasks in a fast-paced setting
Punctual, professional, and attentive to detail
This position is onsite in Charlotte, North Carolina.
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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.
$33k-40k yearly est. 6d ago
Casualty Adjuster - Medical Division
North Carolina Farm Bureau Mutual Insurance Company, Inc. 4.0
North Carolina Farm Bureau Mutual Insurance Company, Inc. job in Raleigh, NC
About Us At North Carolina Farm Bureau Insurance, we take pride in our strong, community-oriented roots that began right here in North Carolina. In 1953, our company was born out of the need to provide insurance coverage to our farmers and rural communities. Now, with local offices in each of the 100 counties, we provide services to all North Carolinians across the state. Here at NCFB we are a familiar face in the community with a service oriented mindset that truly sets us apart. Guided by our mission, we are deeply committed to both our neighbors and employees. Helping you is what we do best! If you are passionate about making a meaningful impact and value a people-centered culture, we invite you to join us!
About the Role
Our Claims Department provides outstanding individuals with the opportunity for an exciting and rewarding career. Resolving claims combines the excitement of investigations with the reward of helping people through difficult times.
We are seeking motivated and proactive individuals to join our team. As a Casualty Adjuster, you will work directly with policyholders, claimants, and other involved parties to investigate, evaluate, and negotiate settlements of casualty insurance claims.
Education and Experience
Associate's degree or above preferred.
Preference given to applicants with extended education and/or training.
Preference given to applicants with experience handling bodily injury claims of any level.
Required Skills and Abilities
Present a professional and personable attitude and communicate effectively in stressful situations.
Demonstrate exceptional mental resilience and possess strong conflict management skills.
Possess strong written, verbal, and interpersonal communication skills.
Ability to organize and prioritize your workload to demonstrate effective time management towards meeting deadlines.
Demonstrate the strong ability to make decisions and problem solve using logical and analytical skills.
Must be reliable and capable of working independently as well with others.
Location & Commitments
Full-time office role
Reports to our Medical Claims District Claims Office: 5301 Glenwood Avenue, Raleigh.
Must obtain and maintain licensing CE in compliance with N.C. Department of Insurance and N.C. Farm Bureau Mutual Insurance Company requirements.
All offers are contingent on a Background Check.
Responsibilities of the Role
Provide prompt, timely, and professional communication for insureds and claimants.
Appraise and determine covered damages using provided resources.
Investigate losses, verify coverage, and apply policy coverage.
Determine legal liability for losses and damages.
Authorize or deny claim payments based on policy guidelines.
Evaluate and establish reserves for the possible payout amounts.
Adhere to company policies, procedures, and regulatory guidelines.
Maintain current, accurate, and detailed documentation throughout the claims process.
Ensure the protection and proper maintenance of all company equipment assigned to you.
Participate in industry-related conferences and training programs. *Certain training programs are located at the Corporate Office in Raleigh, NC.
This document is intended to outline the essential responsibilities of the position, and does not limit the tasks that may be assigned or amended by the supervisor.
$45k-58k yearly est. 5d ago
Learn more about North Carolina Farm Bureau Mutual Insurance jobs
Zippia gives an in-depth look into the details of North Carolina Farm Bureau Mutual Insurance, including salaries, political affiliations, employee data, and more, in order to inform job seekers about North Carolina Farm Bureau Mutual Insurance. The employee data is based on information from people who have self-reported their past or current employments at North Carolina Farm Bureau Mutual Insurance. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by North Carolina Farm Bureau Mutual Insurance. The data presented on this page does not represent the view of North Carolina Farm Bureau Mutual Insurance and its employees or that of Zippia.
North Carolina Farm Bureau Mutual Insurance may also be known as or be related to Avery County Farm Bureau Inc, Nc Farm Bureau, North Carolina Farm Bureau Mutual Insurance and North Carolina Farm Bureau Mutual Insurance Company.