Client Concierge

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 agencys 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 servicesAssist clients with policy changes renewals and claims ensuring timely and accurate processingCollaborate with the sales team to identify client needs and recommend appropriate insurance solutionsMaintain organized client records process paperwork and manage scheduling to support agency operationsFollow up with clients to ensure satisfaction and encourage policy renewals and referralsQualifications High school diploma or equivalent; college degree preferredPrevious experience in customer service insurance or administrative roles is advantageousStrong communication organizational and multitasking abilities; proficiency in Microsoft Office Suite and CRM softwarePossession of a 4 40 Customer Representative license is preferred or the willingness to obtain oneEstablished in 2008 Brightway Insurance has grown to become one of the largest privately owned property and casualty insurance distribution companies in the US with more than 350 agencies across 38 states and over 14 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 youre 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 Conciergeapply today