Brightway Insurance logo

Brightway Insurance

Client Concierge

Job Overview

briefcase

Employment Type

Full-time
clock

Compensation

Type:
Hourly
Rate:
Range $14.25 - $18.50
clock

Work Schedule

Standard Hours
diamond

Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional development opportunities
Employee Discounts
Flexible work schedule

Job Description

Brightway Insurance, established in 2008, is one of the largest privately-owned property and casualty insurance distribution companies in the United States. With over 350 agencies spanning 38 states and managing more than $1.4 billion in annual premiums, Brightway Insurance is a leader in the insurance distribution industry. The company operates a unique franchise model that empowers agents to prioritize sales while Brightway handles essential back-office operations such as carrier relations, licensing, and marketing support. This innovative approach enables agents to concentrate on building strong client relationships and increasing sales efficiently.

The role of a Client Concierge at Brightway Insuran... Show More

Job Requirements

  • High school diploma or equivalent
  • Previous experience in customer service or administrative roles preferred
  • Strong communication skills
  • Proficiency with Microsoft Office Suite and CRM software
  • Ability to multitask and stay organized
  • Willingness to obtain a 4-40 Customer Representative license if not already possessed

Job 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 willingness to obtain one

Job Duties

  • 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

Job Qualifications

Experience

Entry Level (1-2 years)

Job Location

You may be also interested in: