Client Relationship Specialist

About the role

As a Client Relationship Specialist at Brightway, you will serve as a primary point of contact for inbound client requests, resolving questions and concerns efficiently while delivering a consistently positive experience. You will also build long-term relationships with clients, educate them on products and solutions, and support policy renewals and retention.

Responsibilities

• 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
• Proactively connect with clients through outbound outreach to review policies and identify coverage needs
• Provide education on products and solutions that align with clients' goals and circumstances
• Support policy renewals and retention by helping clients understand the value of their coverage
• Partner with internal teams and Agency Owners to deliver seamless service
• Leverage technology and tools to improve workflows and enhance the client experience
• Participate in training and development to grow your insurance knowledge and professional skillset

Requirements

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. No prior experience in insurance is necessary; however, a strong customer service mindset and passion for helping others are essential.

Qualifications

• 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)
• Bachelor's degree or an associate degree preferred but not required
• 2–4 years of experience in customer service, sales, or a client-facing role strongly preferred
• Insurance, risk management, or entrepreneurial experience is a plus but not required

Skills

• Strong customer service mindset and passion for helping others
• Excellent communication skills with the ability to explain complex topics in a clear, approachable way
• Comfort working in a fast-paced, client-facing environment
• Strong attention to detail and ability to manage multiple priorities
• Tech-savvy and eager to learn new systems and tools
• Ability to work independently while contributing to a collaborative team environment

Benefits

At Brightway, we offer a comprehensive benefits package including medical, dental, and vision plans; company-paid basic life and short-term disability insurance; AD&D, long-term disability, identity fraud, and legal protection plans; 8 weeks of paid parental leave; 14 days of paid time off (PTO); and a 4% company match on the 401(k) retirement plan. Additionally, we provide tuition reimbursement, an Employee Assistance Program (EAP), and a variety of perks such as pet insurance, health savings account (HSA) options, and more.

Pay

The salary range for this position is $45,000 - $60,000 annually, depending on experience and qualifications.

Schedule

Full-time position with flexible scheduling to accommodate client needs.

Contact

To apply, please visit our careers page at [insert link]. If you have any questions about the position, please contact us at [insert contact information].