Customer Service Representative (Insurance)

Client Concierge

Brightway Insurance is hiring a full-time client concierge in Palm Coast, FL. As a client concierge, you will be the first point of contact for our clients, providing exceptional service and support. This role is a great entry point into the insurance industry, with a clear pathway to grow into a sales producer position for individuals interested in advancing their career in sales.

Key responsibilities include:

• Greeting and assisting clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services
• Assisting clients with policy changes, renewals, and claims, ensuring timely and accurate processing
• Collaborating with the sales team to identify client needs and recommend appropriate insurance solutions
• Maintaining organized client records, processing paperwork, and managing scheduling to support agency operations
• Following up with clients to ensure satisfaction and encourage policy renewals and referrals
• Gaining exposure to sales processes and client relationship development to support future growth into a sales producer role

Qualifications include:

• 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
• Possession of a 4-40 customer representative license is preferred or willingness to obtain one
• Interest in developing a career in sales and growing within the agency

Founded in 2003, Brightway Insurance is one of the fastest-growing independent insurance franchise agency networks in the U.S., with agencies in 45 states and more than $1.7 billion in annual premium via aggressive organic growth and its acquisition of GlobalGreen Insurance network in 2025.

If you're an ambitious and driven individual eager to grow within the insurance industry, Brightway Insurance offers a clear path forward. Start your career as a client concierge and build toward a future as a sales producerapply today!