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Brightway Insurance · 1 month ago

Client Concierge/Client Specialist

St Augustine, FL

Full-time

Onsite

New Grad, Entry Level

Brightway Insurance is hiring a Full-Time Client Concierge, serving as the first point of contact for clients and ensuring exceptional service and support. The role involves assisting clients with inquiries, policy changes, and maintaining organized client records to support agency operations.

Insurance

Hiring Manager

Joe Reilly

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 proficiencyCommunication skillsMicrosoft Office SuiteOrganizational skillsMultitasking abilities4-40 Customer Representative license