Client Concierge/CSR

Job description

Brightway Insurance is hiring a Full-Time Client Concierge in Saint Augustine As a Client Concierge you will be the first point of contact for our clients, providing them with exceptional service and support. You will play a crucial role in maintaining our agency's reputation for excellence and ensuring client satisfaction. Key Responsibilities: - Greet and assist clients in person, via phone, email, and live chat, addressing inquiries and providing information on insurance products and services. - Assist clients with policy changes, renewals, and claims, ensuring timely and accurate processing. - Collaborate with the sales team to identify client needs and recommend appropriate insurance solutions. - Maintain organized client records, process paperwork, and manage scheduling to support agency operations. - Follow up with clients to ensure satisfaction and encourage policy renewals and referrals. Qualifications: Established in 2008, Brightway Insurance has grown to become one of the largest privately-owned property and casualty insurance distribution companies in the U.S., with more than 350 agencies across 38 states and over $1.4 billion in annual premiums. Our unique franchise mo...