Commercial Lines Insurance Advisor - Customer Success

Brightway Insurance; Jacksonville (FL); On-site; USD 55,000 - 70,000; Full time

Job summary

Brightway Insurance in Jacksonville, FL (or Charlotte, NC) seeks a Commercial Lines Customer Service Specialist. You will deliver service to customers and agents, support business development, and act as a face/voice of Brightway with inquiries and policy renewals.

The role requires a bachelor’s degree and 2–5 years’ experience in Commercial Lines CS, with Proficiency in Microsoft Office and a P&C license. Based in Jacksonville or Charlotte, the position emphasizes service quality and

Qualifications

• Bachelor’s degree required and 2–5 years’ experience in Commercial Lines Customer Service.
• Proficient in Microsoft Office products and must have a Property and Casualty license.

Responsibilities

• Handles requests received in inbound phone calls and emails from customers, agents and others
• Proactively makes outbound phone calls with the purpose of providing service or selling additional products/services
• Acts as mentor to those less experienced
• Listens to, and incorporates, feedback
• Documents activities and follow up in appropriate systems regularly and accurately
• Performs other related duties as assigned
• Reports activity and outcomes to manager

Skills

Customer service mindset

Strong communicator

Learning Brightway systems

Independent judgment

Learning and applying new concepts

Data analysis

Time management

Team player

Brightway values: Smart, Accountable,,

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Brightway Insurance in Jacksonville, FL (or Charlotte, NC) seeks a Commercial Lines Customer Service Specialist. You will deliver service to customers and agents, support business development, and act as a face/voice of Brightway with inquiries and policy renewals.

The role requires a bachelor’s degree and 2–5 years’ experience in Commercial Lines CS, with Proficiency in Microsoft Office and a P&C license. Based in Jacksonville or Charlotte, the position emphasizes service quality and