Company Overview: Brightway Insurance is a leading property and casualty insurance distribution company with over 300 franchise locations in 35 states. We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support.We are currently seeking Customer Service Representative (CSR) to join our team
Position Summary:
As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You'll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed.
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
Qualifications:
High school diploma or equivalent required; college degree a plus
4-40 Customer Service License required (or ability to obtain within 30 days)
1+ years of experience in insurance or a customer service-related role preferred
Strong communication and interpersonal skills
Detail-oriented with excellent organizational abilities
Proficient in Microsoft Office Suite and comfortable learning new software
Why Join Us?
Competitive salary plus performance bonuses
Opportunities for career growth and professional development