Client Relationship Specialist

Real Estate Education Rocks; Jacksonville (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

Company-paid Basic Life and Short-Term Disability insurance

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

14 days of Paid Time Off (PTO)

Job summary

Real Estate Education Rocks in Jacksonville is seeking a Client Relationship Specialist to serve as a main point of contact for clients, helping them through their insurance journey. The ideal candidate will have a strong customer service mindset, excellent communication skills, and the ability to work in a fast-paced environment. Responsibilities include resolving client inquiries, educating clients on product offerings, and documenting interactions. The role offers various benefits, including health insurance and paid time off.

Qualifications

• Strong customer service mindset and passion for helping others.
• Excellent communication skills with the ability to explain complex topics clearly.
• Comfortable in fast-paced, client-facing environments.
• Strong attention to detail and ability to manage multiple priorities.
• Proficient with new systems and tools.

Responsibilities

• Serve as primary point of contact for client requests via phone and email.
• Resolve client queries efficiently and deliver a positive experience.
• Document client interactions accurately in CRM systems.
• Proactively connect with clients to review policies and coverage needs.
• Educate clients on products that align with their goals.

Skills

Customer service mindset

Excellent communication skills

Attention to detail

Tech-savvy

Education

Bachelor's degree or associate degree

Job description

Client Relationship Specialist

Department: Customer Service Center

Location: Jacksonville, FL | 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.

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

Collaboration & Continuous Improvement

• 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

Benefits & Perks

• 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)

Career Growth

• 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

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.