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Brightway Insurance · 1 month ago

Client Concierge

St. Augustine, FL

Full-time

Onsite

New Grad, Entry Level

Brightway Insurance is one of the largest privately-owned property and casualty insurance distribution companies in the U.S., and they are seeking a Full-Time Client Concierge in Saint Augustine. The role involves being the first point of contact for clients, providing exceptional service and support while maintaining the agency's reputation for excellence and ensuring client satisfaction.

Insurance

Responsibilities

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

Qualification

Customer service experienceCRM software proficiencyMicrosoft Office Suite4-40 Customer Representative licenseMultitasking abilitiesCommunication skillsOrganizational abilities