Client Relationship Specialist

Make an impact Build relationships Grow your career Charlotte NC Onsite At Brightway our Engagement Center is at the heart of the client experience As a Client Relationship Specialist youll be a trusted resource for clients and Agency Ownershelping them feel confident supported and protected at every stage of their insurance journey This role is ideal for someone who enjoys meaningful conversations problem solving and building long term relationshipswhile also developing valuable skills in insurance sales and client engagement What Youll Do Client Experience & Support Serve as a primary point of contact for inbound client requests via phone email and digital channelsResolve questions and concerns efficiently while delivering a consistently positive experienceAccurately document client interactions in CRM and internal systemsRelationship Building & Retention Proactively connect with clients through outbound outreach to review policies and identify coverage needsEducate clients on products and solutions that align with their goals and circumstancesSupport policy renewals and retention by helping clients understand the value of their coverageCollaboration & Continuous Improvement Partner with internal teams and Agency Owners to deliver seamless serviceLeverage technology and tools to improve workflows and enhance the client experienceParticipate in training and development to grow your insurance knowledge and professional skillsetWhat Were Looking For A strong customer service mindset and passion for helping othersExcellent communication skills with the ability to explain complex topics in a clear approachable wayComfort working in a fast paced client facing environmentStrong attention to detail and ability to manage multiple prioritiesTech savvy and eager to learn new systems and toolsAbility to work independently while contributing to a collaborative team environmentLicensing Must obtain a Personal Lines Insurance License within 60 days of employment Brightway provides training and covers the cost of your first 3 licensing attemptsEducation & Experience Bachelors degree or an associate degree with equivalent professional experience24 years of experience in customer service sales or a client facing role strongly preferredInsurance risk management or entrepreneurial experience is a plus but not requiredWhy Brightway Benefits & Perks Medical Dental and Vision plansCompany paid Basic Life and Short Term Disability insuranceAD&D Long Term Disability Identity Fraud & Legal Protection plans available8 Weeks Paid Parental Leave401k retirement plan with up to a 4 company matchHealth Savings Account HSA optionsPet Insurance plans11 Paid Company Holidays14 days of Paid Time Off PTOTuition Reimbursement ProgramEmployee Assistance Program EAPCareer Growth Hands on training and continuous learning opportunitiesExposure to insurance operations client strategy and business developmentClear pathways for growth within the Engagement Center and beyondAbout Brightway Established in 2008 Brightway is proud to be one of the fastest growing insurance agency systems in the United States With over 350 franchises spanning 35 states and an impressive 13 billion in annual premiums we rank among the nations largest privately owned property and casualty insurance distribution companies We support our agency owners with comprehensive back office services marketing resources and continuous learning and development We are embarking on the next stage of our customer centric growth driven by innovation from our talented associates and the application of cutting edge technologies This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture As a Brightway team member youll engage in exciting projects that are reshaping the industry working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients most valuable assets 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 Our goal is to provide a work environment that is free from discrimination and harassment where everyone has an equal opportunity to succeed and grow