What are the responsibilities and job description for the Client Concierge/CSR position at Brightway Insurance and Careers?
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 agency's reputation for excellence and ensuring client satisfaction.
Key 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.
Qualifications
- High school diploma or equivalent; college degree preferred.
- Previous experience in customer service, insurance, or administrative roles is advantageous.
- 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.
Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 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 you're 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 Concierge—apply today!