Client Relationship Specialist

Job description

Make an impact. Build relationships. Grow your career. Jacksonville, FL | Onsite: At 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 Do: Client Experience & Support: - Serve as a primary point of contact for inbound client requests via phone, email, and digital channels - Resolve questions and concerns efficiently while delivering a consistently positive experience - Accurately document client interactions in CRM and internal systems Relationship Building & Retention: - Proactively connect with clients through outbound outreach to review policies and identify coverage needs - Educate clients on products and solutions that align with their goals and circumstances - Support policy renewals and retention by helping clients understand the value of their cov...