Client Relationship Specialist

Brightway Insurance; Charlotte (NC); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

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

8 Weeks Paid Parental Leave

Health Savings Account (HSA) options

Tuition Reimbursement Program

14 days of Paid Time Off (PTO)

Employee Assistance Program (EAP)

Job summary

Brightway Insurance in Charlotte, NC seeks a Client Relationship Specialist to serve as the main contact for clients and Agency Owners, guiding them through the insurance journey with confidence and care.

You'll build long-term relationships through proactive outreach, educate clients on products, support policy renewals, and collaborate with internal teams to deliver seamless service, all while growing your insurance knowledge and professional skills.

Qualifications

• Bachelor’s degree or an associate degree preferred but not required.
• 2–4 years of experience in customer service or client-facing roles strongly preferred.
• Licensing: must obtain a Personal Lines Insurance License within 60 days of employment; Brightway provides training and covers cost of first 3 attempts.

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.
• Proactively connect with clients to review policies and identify coverage needs.
• Educate clients on products and solutions that align with their goals and circumstances.
• Support policy renewals and retention by helping clients understand the value of their coverage.
• Partner with internal teams and Agency Owners to deliver seamless service.
• Leverage technology to improve workflows and enhance the client experience.
• Participate in training and development to grow your insurance knowledge.

Skills

Customer service

Communication skills

Attention to detail

Multi-tasking

Independent worker

Tech-savvy

Education

Bachelor’s degree or associate degree preferred

Tools

CRM systems

Internal systems

Job description

Current job opportunities are posted here as they become available.

Make an impact. Build relationships. Grow your career.

Charlotte, NC | Onsite

At Brightway, our Engagement Center is at the heart of the client experience. As a Client Relationship Specialist, you’ll be a trusted resource for clients and Agency Owners—helping them feel confident, supported, and protected at every stage of their insurance journey.

This role is ideal for someone who enjoys meaningful conversations, problem-solving, and building long‑term relationships—while also developing valuable skills in insurance, sales, and client engagement.

What You’ll Do

Client Experience & Support

• 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

Relationship Building & Retention

• Proactively connect with clients through outbound outreach to review policies and identify coverage needs
• Educate clients on products and solutions that align with their goals and circumstances
• Support policy renewals and retention by helping clients understand the value of their coverage
• Partner with internal teams and Agency Owners to deliver seamless service
• Leverage technology and tools to improve workflows and enhance the client experience
• Participate in training and development to grow your insurance knowledge and professional skillset

What We’re Looking For

• A strong customer service mindset and passion for helping others
• Excellent communication skills with the ability to explain complex topics in a clear, approachable way
• Comfort working in a fast‑paced, client‑facing environment
• Strong attention to detail and ability to manage multiple priorities
• Tech‑savvy and eager to learn new systems and tools
• Ability to work independently while contributing to a collaborative team environment

Licensing:

• Must obtain a Personal Lines Insurance License within 60 days of employment
  Brightway provides training and covers the cost of your first 3 licensing attempts

Education & Experience

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

Why Brightway?

• Medical, Dental, and Vision plans
• Company‑paid Basic Life and Short‑Term Disability insurance
• AD&D, Long‑Term Disability, Identity Fraud, & Legal Protection plans available
• 8 Weeks Paid Parental Leave
• 401(k) retirement plan with up to a 4% company match
• 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)
• Hands‑on training and continuous learning opportunities
• Exposure to insurance operations, client strategy, and business development
• Clear pathways for growth within the Engagement Center and beyond

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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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.