Brightway Insurance · 1 month ago
Customer Service Representive
Boca Raton, FL
Full-time
Onsite
Entry, Mid Level
2+ years expBrightway Insurance is a leading property and casualty insurance distribution company with over 400 franchise locations in 40 states. They are currently seeking a Customer Service Representative (CSR) to ensure clients receive excellent service and support. The CSR will assist customers with inquiries, policy changes, and collaborate with agents to enhance the customer experience.
Insurance
Responsibilities
Provide exceptional customer service to policyholders via phone, email, and in-person interactions
Assist clients with policy changes, billing inquiries, claims, and general insurance questions
Educate clients on available coverages, products, and discounts
Maintain accurate records in our CRM and carrier systems
Collaborate with agents and producers to ensure a seamless customer experience
Support retention efforts by identifying opportunities for cross-selling and upselling
Qualification
Required
High school diploma or equivalent required
4-40 Customer Service License required
2+ years of experience in insurance or a customer service-related role
Strong communication and interpersonal skills
Detail-oriented with excellent organizational abilities
Proficient in Microsoft Office Suite and comfortable learning new software
Preferred
college degree a plus
Benefits
Competitive salary plus performance bonuses
Opportunities for career growth and professional development
Supportive team environment
Work that makes a difference in people’s lives
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
Company data provided by crunchbase