Client Experience & Insurance Advisor

brightway; Jacksonville (FL); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

Company-paid Basic Life and Short-Term

AD&D, Long-Term Disability, Identity,

8 Weeks Paid Parental Leave

401(k) retirement plan with up to a 4%

Health Savings Account (HSA) options

Pet Insurance plans

11 Paid Company Holidays

14 days of Paid Time Off (PTO)

Tuition Reimbursement Program

Employee Assistance Program (EAP)

Job summary

Brightway’s Jacksonville Engagement Center is seeking a Client Relationship Specialist to act as a trusted resource for clients and Agency Owners—helping them feel confident, supported, and protected throughout their insurance journey. This onsite role emphasizes meaningful conversations, problem-solving, and building long-term relationships.

You’ll grow in insurance knowledge and client engagement while collaborating with internal teams, using CRM tools, and delivering consistent, high-quality

Qualifications

• Bachelor's degree or associate degree preferred but not required.
• 2–4 years of experience in customer service or a client-facing role.
• Insurance, risk management, or entrepreneurial experience is a plus but not required.

Responsibilities

• Serve as a primary point of contact for inbound client requests via phone, email, and digital channels.
• Resolve questions and concerns efficiently while delivering a consistently positive experience.
• Accurately document client interactions in CRM and internal systems.

Skills

Customer service

Communication

Relationship building

Problem solving

Time management

Tech-savvy

Education

Bachelor's or Associate degree

Tools

CRM systems

Job description

Brightway’s Jacksonville Engagement Center is seeking a Client Relationship Specialist to act as a trusted resource for clients and Agency Owners—helping them feel confident, supported, and protected throughout their insurance journey. This onsite role emphasizes meaningful conversations, problem-solving, and building long-term relationships.

You’ll grow in insurance knowledge and client engagement while collaborating with internal teams, using CRM tools, and delivering consistent, high-quality