Client Concierge

Brightway Insurance; Palm Coast (FL); On-site; USD 35,000 - 45,000; Full time

Job summary

Brightway Insurance is hiring a Full-Time Client Concierge in Palm Coast, FL. The role involves providing exceptional service to clients, assisting with inquiries and insurance services, and maintaining organized client records. This is an entry-level position offering growth opportunities in a dynamic insurance environment.

Qualifications

• Experience in customer service, insurance, or administrative roles is advantageous.
• Possession of a 4-40 Customer Representative license is preferred or willingness to obtain.
• Strong communication, organizational, and multitasking abilities.

Responsibilities

• Greet and assist clients in person, via phone, email, and live chat.
• Assist clients with policy changes, renewals, and claims.
• Collaborate with the sales team to identify client needs and recommend insurance solutions.

Skills

Communication

Organizational Abilities

Multitasking

Education

High school diploma or equivalent

College degree (preferred)

Tools

Microsoft Office Suite

CRM software

Job description

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Brightway Insurance is hiring a Full-Time Client Concierge in Palm Coast, FL.

As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction.

Key Responsibilities

• Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services.
• Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing.
• Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions.
• Maintain organized client records, process paperwork, and manage scheduling to support agency operations.
• Follow up with clients to ensure satisfaction and encourage policy renewals and referrals.
  
  

Qualifications

• High school diploma or equivalent; college degree preferred.
• Previous experience in customer service, insurance, or administrative roles is advantageous.
• Strong communication, organizational, and multitasking abilities; proficiency in Microsoft Office Suite and CRM software.
• Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one.
  
  

Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise model offers agents the opportunity to focus on sales while we handle back-office operations, including carrier relations, licensing, and marketing support. This approach allows our agents to maximize their sales efforts and build lasting client relationships.

If you're an ambitious and driven individual eager to advance in the thriving insurance industry, Brightway Insurance offers the perfect opportunity. Take the next step in your career as a Client Concierge—apply today!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Insurance

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