Client Relationship Specialist

Brightway Insurance • Jacksonville, FL

6d • Onsite

About The Position

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 Brightways 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.

Requirements

• 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.
• This position requires a bachelors degree and 2-4 years experience in a customer service or sales environment.

Nice To Haves

• Education or experience focused on insurance, risk management or entrepreneurship is preferred, but not required.

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.
• Documents interactions accurately in CRM and other systems.
• Sales & Retention: 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees