Customer Service Representive

Brightway Insurance • Boca Raton, FL

1d

About The Position

As a CSR, you will play a key role in ensuring our clients receive excellent service and support. Youll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed.

Requirements

• High school diploma or equivalent required; college degree a plus
• 4-40 Customer Service License required
• 2+ years of experience in insurance or a customer service-related role.
• Strong communication and interpersonal skills
• Detail-oriented with excellent organizational abilities
• Proficient in Microsoft Office Suite and comfortable learning new software

Responsibilities

• Provide exceptional customer service to policyholders via phone, email, and in-person interactions
• Assist clients with policy changes, billing inquiries, claims, and general insurance questions
• Educate clients on available coverages, products, and discounts
• Maintain accurate records in our CRM and carrier systems
• Collaborate with agents and producers to ensure a seamless customer experience
• Support retention efforts by identifying opportunities for cross-selling and upselling

Benefits

• Competitive salary plus performance bonuses
• Opportunities for career growth and professional development
• Supportive team environment
• Work that makes a difference in peoples lives

What This Job Offers

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