Client Relationship Specialist

About Brightway Established in 2008 Brightway has grown to become one of the largest privately owned propertycasualty insurance distribution companies in the US with more than 350 agencies in 38 states and more than 14 billion in annual premiums Brightway is a purpose and core value driven organization We provide a blueprint for a future proofed life Through our successful model agency owners focus on protecting their clients most important assets through consultation curated choice and confidence While Brightway focuses on our agency owners through back office marketing support and constant learning and development Additionally Brightway builds integrates and launches best in class and proprietary technology to help our agency owners better connect with clients to deepen relationships and drive success Scope The Engagement Center ensures that Brightway clients receive exceptional service This position provides a broad range of insurance related customer service and business development support by cultivating maintaining and enhancing an organizations relationships with its clients & Agency Owners This role contributes to Brightways retention and community building efforts with carriers ensuring seamless service delivery This individual will play a pivotal role in ensuring that clients feel valued and understood which is crucial to fostering long term loyalty and satisfaction

Job Responsibilities Client Interaction & Support 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

Sales & Retention 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

Process Improvement & Collaboration 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 Skills Licenses Certifications 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

Education and Experience This position requires a bachelors degree and 2 4 years experience in a customer service or sales environment Education or experience focused on insurance risk management or entrepreneurship is preferred but not required This position is onsite in Charlotte North Carolina Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals We are an equal opportunity employer and do not discriminate based on race color national origin sex age disability religion sexual orientation gender identity or any other characteristic protected by applicable law We believe that a diverse workforce is essential to our success and fosters innovation creativity and collaboration We are dedicated to ensuring that our hiring promotion and training practices reflect this commitment We encourage applications from individuals of all backgrounds and experiences and look forward to building a diverse team that reflects the communities we serve