Brightway Insurance ยท 5 days ago
Client Concierge/Client Specialist
Ponte Vedra Beach, FL
Full-time
Onsite
New Grad, Entry LevelBrightway Insurance is hiring a Full-Time Client Concierge in PVB. As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support.
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
Required
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
Preferred
Possession of a 4-40 Customer Representative license is preferred or the willingness to obtain one
Company
Brightway Insurance
Brightway Insurance has re-invented the way people shop for insurance.
Founded in 2003
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