Customer Service Representative (Insurance)

As a Client Concierge, you will be the first point of contact for our clients, providing exceptional service and support. This role is a great entry point into the insurance industry, with a clear pathway to grow into a Sales Producer position for individuals interested in advancing their career in sales.

• →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
• →Gain exposure to sales processes and client relationship development to support future growth into a Sales Producer role

• 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
• Interest in developing a career in sales and growing within the agency

Founded in 2003, Brightway Insurance is one of the fastest-growing independent insurance franchise agency networks in the U.S., with agencies in 45 states and more than $1.7 billion in annual premium via aggressive organic growth and its acquisition of GlobalGreen Insurance network in 2025.

If you're an ambitious and driven individual eager to grow within the insurance industry, Brightway Insurance offers a clear path forward. Start your career as a Client Concierge and build toward a future as a Sales Producer—apply today!