Brightway Insurance · 3 months ago
Client Relationship Specialist
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
2+ years expBrightway Insurance is one of the largest privately-owned property/casualty insurance distribution companies in the U.S., focused on providing exceptional service to clients. The Client Relationship Specialist role is key in managing client interactions, driving retention, and enhancing relationships with clients and agency owners through effective communication and support.
Insurance
Responsibilities
Manage inbound requests via phone, email, and other communication channels, ensuring timely and effective resolutions
Provide exceptional service by addressing inquiries, processing requests, and resolving concerns with professionalism and efficiency
Documents interactions accurately in CRM and other systems
Proactively engage and maintain relationships with clients through outbound calls to offer additional products, policy reviews, and solutions tailored to their needs
Implement upsell and cross-sell opportunities to drive business growth while ensuring client satisfaction
Drive policy renewals and retention efforts by educating clients on coverage options and benefits
Leverage emerging technology to streamline workflows, improve efficiency, and enhance the client experience
Actively participate in training and continuous learning initiatives to stay updated on industry trends and company policies
Collaborate with internal teams and external agents to improve service quality and operational effectiveness
Qualification
Required
Must obtain a personal lines insurance license within 60 days of employment
Strong customer service mindset with a passion for delivering exceptional experiences
Ability to learn and effectively use Brightway systems, CRM tools, and insurance platforms
High level of accuracy, attention to detail, and ability to multitask in a fast-paced environment
Excellent verbal and written communication skills; ability to simplify complex insurance terms for customers
Analytical problem-solving skills with the ability to assess customer needs and present logical solutions
Demonstrated ability to work both independently and as part of a team, contributing to shared goals
Tech-savvy with a willingness to adopt and leverage new tools and processes
This position requires a bachelor's degree and 2-4 years' experience in a customer service or sales environment
Preferred
Education or experience focused on insurance, risk management or entrepreneurship
Company
Brightway Insurance
Brightway Insurance has re-invented the way people shop for insurance.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2021-12-17Acquired
Leadership Team
Nick Clements
Chief Executive Officer
Shane Blazek
Chief Technology Officer
Recent News
Seattle TechFlash
2025-09-12
Seattle TechFlash
2025-09-01
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