Client Relationship Specialist

Brightway Insurance; Jacksonville (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

A leading insurance organization in Jacksonville, Florida is seeking a dynamic professional to provide exceptional customer service and support. You will manage client interactions, resolve inquiries, and enhance relationships. The ideal candidate has a bachelor's degree and a strong customer service mindset. This role offers an opportunity to impact client retention positively while working in a collaborative environment.

Qualifications

• Must obtain a personal lines insurance license within 60 days of employment.
• 2-4 years of experience in customer service or sales preferred.
• Ability to learn Brightway systems and CRM tools.

Responsibilities

• Manage inbound requests via phone and email.
• Provide professional and efficient customer service.
• Document interactions accurately in CRM.

Skills

Customer service mindset

Communication skills

Analytical problem-solving

Attention to detail

Education

Bachelor's degree

Job description

Current job opportunities are posted here as they become available.

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.
• Document interactions accurately in CRM and other systems.
• 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 Jacksonville, Florida.

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.