Client Relationship Specialist
Occupations:
Insurance Sales AgentsCustomer Service RepresentativesInsurance Claims and Policy Processing ClerksSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales and Related Workers, All OtherIndustries:
Business Support ServicesEmployment ServicesOffice Administrative ServicesLegal ServicesAgents and Managers for Artists, Athletes, Entertainers, and Other Public FiguresMake an impact. Build relationships. Grow your career.Jacksonville, FL | OnsiteAt Brightway, our Engagement Center is at the heart of the client experience. As a Client Relationship Specialist, you'll be a trusted resource for clients and Agency Owners-helping 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 relationships-while also developing valuable skills in insurance, sales, and client engagement.What You'll DoClient Experience & SupportServe 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 & RetentionProactively 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 ImprovementPartner 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 We're Looking ForA 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 attempts)Education & ExperienceBachelor's degree or an associate degree with equivalent professional experience2-4 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 & PerksMedical, 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 Leave401(k) retirement plan with up to a 4% company matchHealth Savings Account (HSA) optionsPet Insurance plans11 Paid Company Holidays14 days of Paid Time Off (PTO)Tuition Reimbursement ProgramEmployee Assistance Program (EAP)Career GrowthHands-on training and continuous learning opportunitiesExposure to insurance operations, client strategy, and business developmentClear pathways for growth within the Engagement Center and beyondAbout BrightwayEstablished 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 $1.3 billion in annual premiums, we rank among the nation's 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, you'll 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.