Client Concierge

BrightWay • Saint Augustine, FL

36d

About The Position

Brightway Insurance is hiring a Full Time Client Concierge in Saint Augustine As a Client Concierge you will be the first point of contact for our clients providing them with exceptional service and support You will play a crucial role in maintaining our agencys reputation for excellence and ensuring client satisfaction Established in 2008 Brightway Insurance has grown to become one of the largest privately owned property and casualty insurance distribution companies in the US with more than 350 agencies across 38 states and over 14 billion in annual premiums Our unique franchise model offers agents the opportunity to focus on sales while we handle back office operations including carrier relations licensing and marketing support This approach allows our agents to maximize their sales efforts and build lasting client relationships If youre an ambitious and driven individual eager to advance in the thriving insurance industry Brightway Insurance offers the perfect opportunity Take the next step in your career as a Client Conciergeapply today

Requirements

• High school diploma or equivalent; college degree preferred
• Strong communication organizational and multitasking abilities; proficiency in Microsoft Office Suite and CRM software
• Possession of a 4 40 Customer Representative license is preferred or the willingness to obtain one

Nice To Haves

• Previous experience in customer service insurance or administrative roles is advantageous

Responsibilities

• Greet and assist clients in person via phone email and live chat addressing inquiries and providing information on insurance products and services
• Assist clients with policy changes renewals and claims ensuring timely and accurate processing
• Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions
• Maintain organized client records process paperwork and manage scheduling to support agency operations
• Follow up with clients to ensure satisfaction and encourage policy renewals and referrals

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees