Client Success & Retention 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

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.