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Client Services Jobs

Customer Service Representive

Brightway insurance

Melbourne, FL

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JOB DETAILS
SKILLS
Billing, Communication Skills, Cross-Selling, Customer Experience, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer Training, Detail Oriented, High School Diploma, Insurance, Insurance Claims, Interpersonal Skills, Microsoft Office, Organizational Skills, Property and Casualty Insurance, Record Keeping, Resolve Customer Issues, Sales Support, Up-Selling
LOCATION
Melbourne, FL
POSTED
1 day ago
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
  • Supportive team environment
  • Work that makes a difference in people's lives

About the Company

B

Brightway insurance

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